Financial Advisor in India for Professionals Who Want Clarity, Confidence and Care For Their Money
You Make Important Decisions Every Day. Yet When It Comes To Money, Things Often Feel Scattered.
- How much should you invest?
- Which goals should come first?
- Is your money working hard enough?
- Are you saving too much or too little?
Even top professionals feel this uncertainty.
“Moneyvesta’s financial advisory removes that confusion. We turn scattered decisions into one clear life strategy. You focus on building your career. We help you build the life your career deserves.”
The Moneyvesta Difference
Most financial advisors sell products.
We work only for you.
We are SEBI Registered financial advisors, fee only and focused entirely on you.
Your income, your responsibilities, your family goals and your long-term aspirations become the anchor for every financial decision.
- Most advisors sell products.
- Apps show generic plans.
- Banks push what suits them, not you.
- We are SEBI Registered and fee only.
- Your life, goals and responsibilities define the plan.
- No commissions. No product selling. Only clarity and intention.
How We Help You Make Better Life Decisions
Every person we work with has different priorities and need a bespoke financial plan.
Someone is planning a home. Someone is preparing for a child. Someone wants to retire early. Someone needs clarity on ESOPs, bonuses and taxes. Our financial advisors bring these moving pieces together into one coherent financial plan.
Understand your life priorities
We begin with your real life – home plans, children’s education, retirement, lifestyle, ESOPs and bonuses. We listen first, then map what truly matters to you and your family.
Create one coherent financial plan
We look at what you want to achieve, when you want to achieve it and what resources you have today. Then we design a financial roadmap that is practical, balanced and tailored to your life.
Make decisions easier to act on
The goal is not to complicate your finances. The goal is to make them easier to understand and easier to act on – so every money decision supports the life you are building.
OUR PROCESS
The Financial Advisory Framework that keeps you on track.
Our six-step process keeps your financial life organised and intentional.
Understanding you deeply
We begin with your goals, responsibilities, lifestyle, concerns and priorities.
Mapping your cash flows
We understand your income, savings, bonuses, RSUs, loans and commitments so that your plan fits the way you live.
Setting realistic timelines
We bring structure by assigning timelines, feasibility and inflation-adjusted costs to each goal.
Designing your investment strategy
Your money is allocated into clear buckets so you know exactly what is meant for safety, growth and long-term compounding. Understand our investment philosophy here.
Creating your financial plan
You receive a personalised and actionable plan that covers investments, savings, tax planning, insurance needs and emergency readiness.
Reviewing and updating
Life changes. Your plan should too. We review progress every quarter so you always have clarity on where you stand.
WHO THIS IS FOR
Financial Advisory Built for India’s Smartest Minds.
We primarily advise professionals who think deeply about their work but rarely get time to think about their money. They choose Moneyvesta because they want financial clarity that matches the clarity they expect in their careers.
Senior tech leaders
Engineering and product leaders who manage complex systems every day and want the same structure for their wealth.
Founders and entrepreneurs
Builders whose net worth is tied to their ventures and who need a clear plan outside their startup or business.
CXOs and senior executives
Decision makers with ESOPs, bonuses and multi-layer responsibilities who want a personal CFO for their own money.
Banking and consulting professionals
Professionals used to high quality research and models who expect the same depth in their personal portfolios.
High income dual earning families
Couples juggling careers, children and ageing parents who want one consolidated view of their financial life.
NRIs planning their return
Global professionals preparing to move capital and life back to India with a rules-based, tax-aware framework.
Your financial life, structured with clarity.
Your plan gives you one consolidated place to understand your income, savings, investments, loans, assets, EPF/NPS/RSUs and long-term goals — with complete clarity on what to do next.
- Single source of truth for your entire financial life
- Clear monthly and quarterly action steps
- Intelligent asset allocation across buckets
- Goal-by-goal clarity so you know what’s on track
- Annual review roadmap for structured progress
- Tax & protection strategy aligned to your life
Even high achievers feel uncertain about money.
You are not alone. The most common worries we hear are often unspoken, but they sit at the back of the mind and show up every time markets move or life changes.
Our work is to turn that quiet worry into calm, intentional action.
We exist for this reason – read our story here.