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About Us
Money Vs ME is a SEBI Registered Investment Adviser (RIA) entity with the primary motive of providing unbiased and research-driven financial advice.
We are a Fee-Only RIA whose fiduciary duty is to ensure that our services are in your best interest. We are like your Financial Doctors who personally curate your financial plan after proper diagnosis of your symptoms.
‘Most of us work for money but we believe it should be your money that works for you instead’
We at Money Vs ME can design customized investment plans for you that will help to grow your money and accelerate you to reach your financial goals. So, if you are looking at informed investment advice or research-based investment portfolio, you have come to the right place.
We are an experienced team of highly motivated & result-oriented professionals with decades of experience working with companies like S&P and EY and have taught at top Indian Universities.
Our Services
POCKET PLANS
Equity Mutual Fund Plan
✓ Risk Assessment
✓ Existing Equity MFs Review
✓ Equity SIP Plans
✓ Goal Based Investing
POCKET PLANS
EQUITY & DEBT MUTUAL FUNDS PLAN
Equity Mutual Fund Plan +
✓ Existing Debt Funds Review
✓ Lumpsum Investing
✓ Debt Mutual Funds
POCKET PLANS
TAX & INSURANCE PLAN
✓ Risk Assessment
✓ Existing Tax & Insurance Review
✓ Insurance Quantum Assessment
✓Tax Planning & Advisory
COMPREHENSIVE FINANCIAL ADVISORY
✓ Comprehensive Investment Planning
> Equities/Debt/Gold/AIF’s
✓ Review of Existing Portfolio
✓ Tax Planning
✓ Retirement Planning
✓ Goal Based Planning
FINANCIAL PLANNING (NRIs)
✓ Complete Portfolio, Insurance & Tax Review
✓ Comprehensive Investment Strategy
> Equity/Debt/Gold/AIFs
✓ Tax & Insurance Planning
✓ Goal Based Planning
✓ Asset Allocation Strategies
How It Works
In layman language, we do simple things efficiently.
In the world of jargons, we follow the following 6-step holistic approach:
Complete
Risk Assessment
360-Degree
Portfolio Analysis
Matching of Goals
with Risk Appetite
In-house Research to
Design a Plan
Your Customized
Financial Plan
Periodic Review
of the Plan
Your financial plan is personally curated by our certified investment adviser to ensure highest quality standard.
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Who We Cater To
- Salaried
- Professionals
- Self-Employed
- Retired Individuals
- NRIs
- HNIs
- SMEs
Testimonials
Sumit Sehgal
I have been following Money V/s ME for quite some time now. They understood my short term & retirement financial goals and suggested investing in different ratios in instruments like Debt MF, Gold, Equity, Equity MF. What I really liked about their services is Quick support to their customers and understanding of my Risk appetite to suggest when to book my profits.
Dr Manu Chaudhary
Money Vs ME has been my financial advisor for a couple of years. They were kind enough to explain the basics of personal finance in simple terms to me and highlight the importance of timely appropriate investments in life and not getting overwhelmed with too much data out there. Thank you for all your help so far!
Gitanjali Singh
Very impressed with their in-depth knowledge & research and long-term advice. Helped me to sort out my finances in a simple manner.
Parul Pundir
Amazed by the professionalism. The advice was curated to my needs and goals. They have helped me navigate the market that is so full of overwhelming information. My goals finally seem achievable, all thanks to MvM.
Mayank Jindal
They have simple plans and did not bombard me with overwhelming info. Things were explained in a simple manner which helped me to maintain the right trajectory to fulfill my aspirations. They took care of retirement as well as estate planning.