Discovery
We start with what the money is for, its time horizon, and what you already hold here and abroad. From there, the diversification, risk preference and currency exposure relevant to you.
Invest with clarity.
Stay the course with confidence.
What we do
We help you put your money to work.
Because to you, it matters.
MoneyNmore is a wealth guidance & mutual fund distribution practice for Indians and NRIs. We help you decide where your money should go, put it to work across mutual funds, PMS and global markets, and stay with your portfolio over time - reviewing it and bringing changes to your attention for as long as you are invested.
We sit on your side of the table, talking through your goals, explaining every decision before it's made, helping put it into action, and coordinating tax and structuring through specialist partners when cross-border questions arise.
Led by a team whose careers include advising more than $500 million for over 3,000 families across five countries.
- 25+
- years
- 3,000+
- 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
One firm for money that doesn't sit in one place.
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
Portfolio design
We design a mix that suits your goals. It balances return against the risk taken to reach it. Then we walk you through every scheme and product, before anything is done.
Ongoing review
We stay with your portfolio, review it periodically against the objectives first discussed, and bring relevant changes to your attention as markets and your circumstances move.
Our products
Different needs, different products
We help investors understand the role, suitability and practical boundaries of each before deciding.
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 morePMS
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 moreGlobal investments
Access to international markets and currencies, for families in India and abroad alike. Diversification also brings complexity around residency, currency, and tax in more than one place. We help you access the investment side and coordinate the cross-border tax and structuring 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