One with your interests

No more cookie-cutter financial advice. Access a world of personal finance that actually takes into account who you are.

Discover your MoneySignTM

Our assessment framework, developed by financial experts and researchers, lets you recognise your financial disposition and behaviour.

Discover your MoneySignTM

Your finances, not scattered anymore

Your finances, not scattered anymore

Your net worth, cash flow and emergency plan — now all in one place.

Know your Financial Health Score

Your score — calculated based on a holistic view of your finances — will show how closely your current financial patterns match your desired outcomes.

Know your Financial Health Score

A personalised, quarterly financial plan

A personalised, quarterly financial plan

A systematic analysis of your personal finances, keeping in mind your MoneySignTM, to enhance your financial well-being.

Introducing AlgoAssist

Our proprietary algorithm sorts through an array of financial instruments, helps analyse your finances, and offers personalised insights to help you make more informed choices.

Introducing AlgoAssist

Consult our qualified financial advisors

Receive hyper-personalised recommendations — free of any vested interests — from our vetted certified financial planners and chartered wealth managers.

Meet our QFA Committee - Mumbai Chapter

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Viral Bhatt

Founder

Money Mantra

Post graduate in Financial Planning

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Binoli Dodhiwala Jain

Co-Founder & CEO

The Money Mart

MBA Finance

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Charmi Shah

Co-Founder

Torient Services

Certified Financial Planner

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Gaurav J. Karnik

Co-Founder & Advisor

Fortunexus pvt ltd

IRDAI Insurance Advisor

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Mayur Shah

Founder

Mayur Shah

Registered Investment Advisor

Reimagining personal finance

We’re building an institution that keeps you and your financial needs at the forefront, at every step.

Reimagining personal finance

Get guidance from our Financial Concierge

Our in-house team of certified financial planners and chartered wealth managers will help you streamline your finances.

Our financial concierge will help you

prioritise financial milestones make informed decisions with efficient financial planning pursue financial well-being
Assistance with prioritising financial milestones
Tips for better decision-making
An understanding of the financial planning process

Read our magazine

Insightful explainers, personal essays, and engaging features about the world of personal finance.