No. of Customized Financial Plans
250
Clients Across the globe
350
Goal-based Investments
400
Returns-based Investments
300
Established in 2002, MoneyCare Financial Planning is among India’s best financial planner in Mumbai.
We take the time to understand our clients, aligning their financial plans with their needs, goals, and dreams.
Welcome to MoneyCare Financial Planning, where we strive to align your financial goals with your needs and aspirations, ensuring our advice is unbiased and our selection of planning strategies and financial instruments is limitless. Our clients are more than just customers; they are family. We’re honored by the trust you place in us and understand the significance of the responsibility we bear. Our journey started 22 years ago, and is guided by our core values of trust, time, truth, and transparency. As a boutique firm, we prioritize wealth management over product distribution.
Know MoreAs an independent boutique firm, we are dedicated to the profession of wealth management, bound by a fiduciary client relationship. This ensures our advice is impartial, and our selection of planning strategies and financial instruments is boundless.
We continually aim to align our compensation structure with the value addition and portfolio performance achieved for our clients.
We have been providing financial planning services in Mumbai since its inception and have witnessed the evolution of this profession, building successful, joyful, and enduring relationships with our clients. Our legacy is a history of content and satisfied clientele.
Since 2004, Mutual Fund returns of our clients have ranged from 18% to 28% CAGR per annum, depending on their asset allocation and risk strategy. Direct Equity investment returns have been as high as 25% for the last 9 years.
We leverage technology to provide top-tier services and regular reporting to our clients through our in-house app and online platform. We capture broader trends and conduct both macro and micro market analysis to develop an optimal asset allocation plan. Our robust internal process further aligns this asset allocation plan with clients’ profiles, giving equal importance to quantitative and qualitative market analysis and clients’ quality of life outlook.
We help HNIs, and the ultra-rich create, protect, preserve, and distribute wealth.
Improving the likelihood of achieving the most important life goals through need v/s want analysis.
Utilizing the existing portfolio to achieve exponential compounding returns with minimal risk.
We provide a comprehensive solution for procuring all third-party financial products including mutual funds, REIT structured product, gold, commodity, currency, PMS, AIF, and P2P along with the right advisory.
We ensure a robust foundation for the financial well-being of the entire family (succession planning) by providing the appropriate insurance solutions.
Providing optimal risk-adjusted returns based on current market opportunities.
Creating a tailored portfolio considering the macro-micro economic outlook and your risk profile to provide you with the highest possible returns.
We help you with expert management of equity and debt funds enabling liquidity, safety, diversification, accessibility to various schemes, transparency, and flexibility to invest in smaller amounts with mutual fund SIP services.
Involves a comprehensive plan for your family’s complete financial situation with a holistic approach to risk management, so you know your family and wealth are protected. We also provide planning, charitable giving advice, concierge, etc.
Roadmap to achieve and maintain the desired lifestyle.
Assists in identifying natural v/s learned behavior towards investment based on individual personality and experiences.
Tax planning is crucial for budgetary efficiency and considering the implications of individual, investment, or business decisions. Get advice from the income tax saving expert in Mumbai because it involves intelligent planning of finances to minimize tax liability.
Our team will always hold your hand when facing financial ups or downs. We make sure that your personal finance journey is never stressful.
The early 20s are an ideal starting point for planning your finances. With fewer responsibilities to take care of, it is the perfect time to plan your spending, and budgeting, learn more about savings and investing options, and start building a secure future. Schools focus on scholastic and professional skills, but not on financial skills. Understand how money works and learn how to make the money work for you. And do not let your lives be controlled by fear and greed. Plan your finances early so that you can attain financial freedom at a young age. If you want to go on a dream vacation or early retirement is on your mind, then, this is the right time to start!
If you are planning to marry or are a newly married couple, then your life has evolved from the earlier care-free days to shouldering more responsibilities. When it comes to finances, thorough planning and analysis are the need of the hour. Financial planning will help you organize your savings and investments, manage money well, cover your risks, and be ready for any emergencies. Take your financial literacy one step forward and gain a better understanding. It is time for you to know that it is not the numbers, but what the numbers are telling you. It is just like words. It is not the words, but the story the words are telling you.
Are you born before 1980? You are likely to be in the best phase of your career. Effective utilization of your wealth accumulated so far is an important step at this stage. Life can be smoother if you plan properly for life goals like a financially independent retired life, children’s education, or wedding which could be your priority now. Financial planning will help you achieve this and let you stay worry-free.