First we understand what matters
Your goals, existing investments, time horizon, liquidity needs and the risks you are comfortable taking.
Invest with clarity.
Stay the course with confidence.
We help you make the right investment decisions, put your money to work, and stay on track as your needs evolve.
What we do
We start with the process. Not the fund.
There is no shortage of investment products, market opinions or platforms that make investing easy
What's harder is knowing what is right for you.
At MoneyNmore, we help Indian and NRI families make informed investment decisions, build portfolios around their goals, and review those decisions as markets and life change.
From Mutual Funds, SIF and PMS to Global Investments, we help you understand your choices, put your money to work and stay on course.
Because good investing isn't just about what you buy. It's about why you own it and whether it continues to make sense.
- 25+
- years
- 1000+
- families
- 5+
- countries
- $500M+
- advised
Figures reflect the founding team's careers advising Resident Indian and NRI families, not assets managed by MoneyNmore.
Who we are for
Different lives. Different goals. One place to make sense of your money.
Just starting out
You are ready to invest properly for the first time and want to begin on the right footing, not guess.
Just starting out
You are ready to invest properly for the first time and want to begin on the right footing, not guess.
Building towards a goal or retirement
A child's education, a home, retirement or another milestone with a date attached, and you want the money there when it's needed and to know how long it lasts.
Building towards a goal or retirement
A child's education, a home, retirement or another milestone with a date attached, and you want the money there when it's needed and to know how long it lasts.
Living abroad, invested in India
An NRI keeping money working back home, without the paperwork and neglected portfolios that usually come with it.
Living abroad, invested in India
An NRI keeping money working back home, without the paperwork and neglected portfolios that usually come with it.
Living abroad, investing globally
Your wealth already spans more than one border, and you want one view of the whole picture rather than pieces nobody's connecting.
Living abroad, investing globally
Your wealth already spans more than one border, and you want one view of the whole picture rather than pieces nobody's connecting.
How we work
Then, we help you put your plan into action.
We explain the options, help select suitable investments and carry out the implementation. You understand what you own and why.
And we stay involved.
We review your portfolio, assess performance against relevant benchmarks and bring changes worth considering to your attention.
Our products
The right investment is the one that serves your goals
Mutual Funds
Exposure across asset classes, liquid, suitable across a wide range of investment sizes. A flexible option: a portfolio on its own, or a foundation alongside anything else here.
Learn moreSpecialised Investment Funds (SIFs)
A newer category of Mutual Funds offering investment strategies with greater flexibility than traditional schemes. We help you assess whether these strategies have a place in your wider portfolio.
PMS
With Mutual Funds you hold units in a pooled scheme. With PMS, the securities sit in your own demat account, with full visibility of every holding. Actively managed under a defined mandate by an external portfolio manager, with closer attention to your objectives.
Learn moreAlternative Investments (AIFs)
Investment opportunities beyond traditional Mutual Funds, including private equity, private credit and specialised strategies. We help you assess their suitability and place in your wider portfolio.
Learn moreGlobal Investments
Access to international markets, currencies and investment opportunities through global platforms, specialist partners and GIFT City, for families in India and abroad. Investing across borders brings complexity around residency, currency and tax. We help you navigate these choices and coordinate tax and structuring matters through specialist partners.
Learn moreBecause the work doesn't stop once you are invested.
Markets will rise, fall and surprise. Through changing cycles, our work is to bring decisions back to suitability, diversification, time horizon and the purpose behind each investment.
A clear process, wherever you are
A significant part of what we do involves money that crosses borders - Indians abroad investing back home, and families whose wealth already sits in more than one country.
Explore NRI servicesFeatured Insights
Is it really worth converting my dollars into Indian investments?
How to weigh foreign-currency savings against the role Indian investments could play in a wider financial plan.
New to Mutual Funds? Here’s How to Start Investing With Confidence
A practical first look at the steps involved in beginning a mutual fund investment journey.
Not Happy With Your Mutual Fund Returns? Here’s What to Review
How to look beyond a recent return figure and review a portfolio with the right questions in mind.
Can ₹1 Crore Generate ₹75,000 a Month Without Reducing Your Capital?
An illustrative look at balancing regular cashflow needs with the long-term role of your investment corpus.
Have You Saved Enough for Your Child’s Education?
Why education costs, time and changing aspirations deserve a deliberate, goal-based savings plan.
When Can You Stop Working? Planning Your Financial Independence
A thoughtful way to connect future living costs, portfolio expectations and the freedom to step back from work.
Client perspectives
“I don't have the time to make sense of every investment decision on my own. MoneyNmore gives me the clarity to stay focused on what I do best.”
Dheeraj SinghCEO, McCann
“Rajesh and his team have guided my retirement savings for over a decade, now, with MoneyNmore, they help plan my monthly cashflow so I can enjoy retirement.”
Bandana JhaFormer Exec. Director, Wells Fargo
“Between board meetings and constant travel, I simply don't have the bandwidth to track markets on my own. MoneyNmore helps me keep perspective and brings changes to my attention, so I can focus on running the business.”
Venkatesh SrinivasCEO
Bring your questions. We’ll bring a clear next step.
Tell us what you are investing for and where you need more clarity. An initial consultation is a chance to see whether our mutual fund distribution and service model fits your needs.
Book a consultation