How is Moneyvesta different from traditional financial or wealth advisors?

Most financial advisors earn through product commissions, which can create bias. At Moneyvesta, we are paid only by our clients, so every recommendation is conflict-free. Our approach blends data analysis, institutional research, and personalized insights. Instead of selling products, we build long-term strategies that align with your goals—making us accountable only to you, not to any fund house or distributor.

How are you compensated as a financial advisor?

Our model is completely fee-only. You pay a fixed or asset-linked advisory fee agreed at the beginning of the relationship. We do not earn commissions, incentives, or product payouts. This transparent structure keeps our interests aligned with yours and ensures the focus remains on building your wealth—not selling products.

How does Moneyvesta serve clients across India’s major cities?

We work with clients across India, including Gurgaon, Delhi, Mumbai, Bangalore, Hyderabad, and Kolkata. Meetings and reviews are conducted online through secure platforms, allowing us to offer consistent, high-quality advisory support without distance being a barrier.

Who typically works with Moneyvesta?

Our clients include professionals, entrepreneurs, business families, and NRIs who value research-backed financial guidance. Many are IIT or IIM graduates, doctors, bureaucrats, or senior corporate executives who prefer structure and clarity over ad-hoc advice. If you want a disciplined approach to investing, Moneyvesta is built for you.

How does your team use technology and research to guide portfolios?

We combine AI-driven tools with deep fundamental research. Technology tracks performance trends, overlaps, and fund quality, while analysts interpret the data to make informed recommendations. This hybrid approach blends precision with judgment for better portfolio decisions.

What kind of portfolio framework do you follow?

Our framework blends asset allocation, goal-based planning, and behavioral insights. We define target outcomes, assess risk tolerance, and build portfolios designed for stability and compounding, with regular updates as your goals and markets evolve.

Can you help consolidate my investments from different platforms?

Yes. Many investors hold mutual funds and stocks across multiple banks, brokers, and apps. We help organize everything into one unified portfolio view so you can track progress, understand your asset mix, and take strategic decisions with clarity.

What is the difference between SEBI-registered advisors and distributors or PMS providers?

A SEBI-registered investment advisor like Moneyvesta provides independent, fee-only guidance without taking control of your money. Distributors or PMS providers often earn commissions or manage funds directly. With our model, you stay in control while receiving disciplined, research-based advice.

How do you ensure compliance and transparency?

We follow SEBI’s Investment Adviser Regulations, 2013. Every recommendation is documented and every fee is disclosed upfront. Our compliance framework protects client interests and ensures advice is objective, ethical, and transparent.

SEBI-Registered Investment Advisor for Portfolio & Wealth Management

Q: Do you provide portfolio management services like PMS?

We do not offer discretionary Portfolio Management Services (PMS). Instead, we provide research-driven portfolio advisory where you stay in control of your investments. We design and review strategy, track performance, and make disciplined recommendations, while you invest through your own accounts—bringing professional portfolio management quality without PMS conflicts.

Q: What does “Personal CFO for Wealth” mean for investors?

It means you have one trusted partner bringing structure and clarity to your finances. As your Personal CFO, we look after your investments, cash flows, and taxes so every part of your financial life works together. You always know where you stand and what to do next—ideal for professionals who want peace of mind along with progress.

Q: Can NRIs get investment advice from Moneyvesta?

Yes. We advise Non-Resident Indians from the USA, UK, Europe, Dubai, and Singapore who wish to invest in India. We help design India-based portfolios, manage taxation and repatriation, and ensure compliance with FEMA and SEBI rules—bridging global goals with Indian opportunities.

Q: How does Moneyvesta help with mutual fund and stock portfolios?

We start by understanding your goals and reviewing your existing investments. Then we build a structured portfolio using quality mutual funds and listed businesses backed by strong fundamentals. We define asset allocation, risk levels, and review timelines. You operate your own accounts while we guide you through market cycles with discipline and clarity.

SEBI-Registered Investment Advisor for India’s Top Professionals

Trusted by
India’s Smartest Minds

Investment Advisory Solutions for Portfolio and Wealth Management

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Hear What Our Clients Say

Real experiences from clients who trusted Moneyvesta to manage their wealth.

“More than returns, I wanted peace and found it with the finest wealth managers.”

Varun Khandelwal

Product Manager | MDI Gurgaon | ESCP Paris

“Their expertise makes them the most trusted wealth managers.”

Anisha Khurana

Investment Banking | Ex-JP Morgan | IIM Shillong | CA

“They focused on designing a portfolio that aligns with my life goals.”

Himanshu Jindal

Senior Software Engineer | Microsoft | NIT Kurukshetra

“I trust them completely without any worries & stress.”

Kashish Gupta

Founder WithKashish

“Their Investment Advisor made my money work smarter.”

Aditya Chaudhary

Axtria

“When it comes to Wealth Management, they keep things simple and less complicated.”

Sanket Kapse

Mastercard | VNIT Nagpur | IIM Kozhikode

“Finally found help with portfolio management from the best advisors”

Kakul Gupta

Senior Consultant | Infosys | IMT Ghaziabad

“The balance between professionalism and personal touch really clicked for me.”

Prakhar Agrawal

GEP Worldwide | NIT Jalandhar | IIM Lucknow

Investment Portfolio Solutions

Built to Compound

Research-backed portfolios across mutual funds and stocks, designed for long-term compounding.

Mutual fund investment advisory for long-term portfolio planning — Mutual Fund Investment Advisory

Too Many Funds. One Clear Path.

With 2,000+ mutual fund schemes, the noise is real. We deliver a clear and high-performance mutual fund portfolio tailored to your goals – minus the guesswork.

₹10 lakhs Get Your Fund Strategy →

Stock portfolio investment advisory based on fundamental research — Stock Portfolio Investment Advisory

Stocks Portfolio Advisory.

Our SEBI-registered stock advisory combines data-driven research, forensic analysis and fundamental insights to build long-term, conviction-driven portfolios.

₹20 lakhs Build Your Stock Portfolio →

Full portfolio management advisory across mutual funds, stocks and asset allocation — Full Portfolio Management Advisory

Institutional-Grade Portfolio Management Guidance.

Mutual funds. Stocks. Asset allocation – unified into an institution-style advisory built like a personal family office for your wealth.

₹50 lakhs Talk to a Portfolio Strategist →

Life & Wealth Planning Solutions

Built Around Your Family Goals

Goal-based financial, retirement and wealth planning so you know exactly what to do with your money.

Financial advisory for professionals and families — Financial Advisory for Professionals

Goal-Based Financial Advisory.

Structured financial planning that brings clarity to savings, investments, income and life decisions.

₹10 lakhs Plan Your Finances →

Retirement planning advisory for Indian families — Retirement Planning Advisory

Retirement Planning for Families.

We calculate your retirement corpus & design an investing roadmap to build predictable post-retirement income.

₹1 crore Design Your Retirement Plan →

Wealth management advisory for long-term family wealth — Wealth Management Advisory

Family Wealth Management.

A fully integrated wealth framework across investments, risk, taxes and long-term family wealth preservation.

₹2 crores Talk to a Wealth Manager →

Planning Tools

Numbers Before Conversations. Clarity Before Commitment.

Estimate your required corpus, SIP targets, and financial freedom timeline – before your first conversation with an advisor.

Explore Calculators

Advisory available across Gurgaon, Delhi NCR, Mumbai, Bangalore and Hyderabad. View All Cities We Serve

Who We Serve

Curated Cohorts

We work with professionals, doctors, business owners, founders and global Indians whose financial lives benefit from structure, thoughtful guidance and long-term thinking.

Senior leader making an important professional and financial decision

CXOs & Senior Leaders

Clear Thinking for High-Stakes Decisions

When time is scarce and decisions carry real consequences, wealth needs structure. We work with senior leaders who want clarity and discipline without unnecessary noise.

Learn more →

Analytical professional considering research-backed financial decisions

IIT/IIM/NIT/ISB Alumni

Logic-First, Research-Backed

Analytical minds expect evidence, not persuasion. Our advisory resonates with people who value process, data integrity and patient long-term reasoning.

Learn more →

Global Indian professional managing financial responsibilities across countries

Global Indians & NRIs

Managing Wealth Across Borders

Living globally often means fragmented finances. We help global Indians bring coherence to Indian investments, responsibilities and long-term family goals.

Learn more →

Doctor seeking thoughtful financial planning support

Doctors & Medical Professionals

Built for Demanding Careers

Long hours and high responsibility leave little room for financial complexity. We help doctors organise their wealth with the care and attention they bring to their work.

Learn more →

Startup founder planning personal wealth alongside business growth

Founders & Startup Leaders

Navigating Growth, Risk and Liquidity

From equity concentration to liquidity events, a founder’s financial journey is rarely linear. We help bring balance as the business and personal priorities evolve.

Learn more →

Business Owners & Promoters

Beyond the Operating Business

Successful businesses create capital, but preserving and redeploying it requires a different lens. We help owners separate personal wealth from business cycles.

Learn more →

A NOTE FROM OUR FOUNDER

Every portfolio we design carries not just our expertise – but a responsibility. Our clients trust us with their future, and we take that trust personally.

Manasvi Garg Founder/CEO | IIT Kanpur | MDI Gurgaon | CFA

Manasvi Garg — Founder & Chief Advisor, Moneyvesta — IIT Kanpur • MDI Gurgaon • CFA

IN THE SPOTLIGHT

OUR FOUNDATION

How We Think, Why We Exist, and the Work We Put Into It

Before advice, products, or portfolios; this is the framework behind every decision at Moneyvesta.

How We Think

Value investing rooted in fundamentals
Asset allocation to help investors stay invested
Long-term decision over short-term noise
Understand our investment philosophy

Why We Exist

To bring clarity and accountability to investing
To serve investors over product incentives
Created in response to complexity & incentives
Read the Moneyvesta story →

The Work We Put In

Research-led equity and market analysis
Investor education for real-world decisions
Writing that reflects how we think
Explore Our Insights

Monthly Market Pulse

Signals, not noise — once a month.

Research that helps India’s top professionals with smarter portfolio decisions.

SEBI-Registered • Trusted by IIT/IIM Professionals

YOUR 3-STEP WEALTH JOURNEY

1

Discovery & Insights

We understand your goals and assess current portfolios.
2

Strategy & Portfolio Designing

We design a tailored investment plan and select premium assets aligned with your objectives.
3

Monitor & Grow

Ongoing reviews, timely rebalancing and insights to ensure your wealth grows securely.

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Frequently Asked Questions

Why should I choose Moneyvesta as my investment advisor?

Moneyvesta is a SEBI-registered, fee-only investment advisory firm founded by IIT Kanpur and MDI Gurgaon alumnus with CFA expertise. We serve clients across India with a single mission – to help busy professionals and families grow their wealth with clarity and confidence. Unlike commission-driven agents, our guidance is 100 % unbiased, research-based, and focused solely on your goals. Whether you’re in Gurgaon, Bangalore, Mumbai, or Delhi, you get institutional-grade advice, transparent processes, and disciplined portfolio oversight – all built around your success.

How is Moneyvesta different from traditional financial or stock advisors?

Traditional advisors often earn through product commissions, leading to potential conflicts of interest. Moneyvesta operates on a pure fee-only model, meaning we are paid only by our clients – not by mutual fund houses or distributors. Our SEBI-registered structure ensures accountability, transparency, and fiduciary responsibility. We combine AI-backed research, quantitative models, and human insight to design wealth strategies tailored to your life goals. That makes us a trusted, long-term financial partner — not a product seller.

How do you help with stock and mutual fund portfolios?

Our advisors use AI and data-backed research to identify quality mutual funds and businesses. We define asset allocation, risk parameters, and rebalancing strategy, helping you maintain a strong, well-structured portfolio that compounds intelligently over time.

Is Moneyvesta a SEBI-registered investment advisory firm?

Yes. Moneyvesta Capital Services Private Limited is registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser. This ensures that every recommendation we make follows strict regulatory standards for transparency, disclosure, and client protection. Being SEBI-registered also means we cannot earn commissions from any product provider – so our only loyalty is to you. It’s your assurance that our advice is professional, ethical, and entirely in your best interest.

Do you provide portfolio management services like PMS?

We focus exclusively on investment advisory, and do not offer Portfolio Management Services (PMS). Instead, we provide portfolio advisory, where you retain full control of your investments while we design, monitor, and refine your strategy. Our process mirrors the research depth and discipline of institutional PMS – but without product bias or custody of your funds. This model gives you professional-grade management with complete transparency and compliance under SEBI’s advisory regulations.

What does “Personal CFO for Wealth” mean for investors?

As your Personal CFO, Moneyvesta Wealth integrates every part of your financial life – investments, liquidity, and taxation – into one cohesive plan. We help you make smarter, faster, and more confident decisions, backed by institutional research and disciplined review. You’ll always know where you stand, what to do next, and why – just like a company CFO, but dedicated to your family’s wealth. It’s a premium experience built for India’s smartest professionals.

How has Moneyvesta’s portfolio performance been?

As a SEBI-Registered Investment Advisor, we cannot publicly disclose portfolio performance numbers.
However, our clients’ portfolios have delivered outcomes that have generally exceeded their personalized benchmarks and long-term goals.
At Moneyvesta, our focus is on disciplined, research-backed investing – helping clients consistently grow their wealth with confidence and transparency, across all market conditions.

How does Moneyvesta serve investors across India’s metro cities like Gurgaon, Delhi, Mumbai, Bangalore, Hyderabad, and Kolkata?

We advise clients pan-India through online meetings and regular portfolio reviews. Our technology-enabled platform lets investors in Gurgaon, Delhi, Mumbai, Bangalore, Hyderabad, Kolkata, and other cities access the same expert guidance without visiting our office. You get personalized financial planning, portfolio analysis, and strategy updates – all delivered virtually with the same rigor and depth as an in-person engagement.

Who can work with Moneyvesta – professionals, entrepreneurs, or families?

Moneyvesta works with high-achieving professionals, entrepreneurs, business families, and NRIs who value structured, research-driven wealth creation. Our clients include IIT/IIM alumni, doctors, senior corporate executives, and bureaucrats from across India’s metro cities. If you seek intelligent, conflict-free financial advice that respects both your time and intellect, Moneyvesta is built for you.

Can NRIs from the USA, Europe, or Dubai get investment advisory from Moneyvesta?

Yes. We work extensively with NRIs based in the USA, UK, Europe, Dubai, and Singapore who want to invest in India. We help design India-based portfolios, manage taxation and repatriation compliance, and review asset allocation for long-term goals. NRIs trust Moneyvesta for disciplined, transparent, and regulation-aligned investment advisory across borders.

How does Moneyvesta help with mutual fund and stock portfolio management?

We analyze your existing holdings, identify inefficiencies, and create a structured, research-backed portfolio using high-quality mutual funds and equities. Our team defines clear asset allocation, risk parameters, and rebalancing triggers. You stay invested directly in your own accounts while we guide, monitor, and refine — ensuring your wealth compounds intelligently over time.

How often do you review and rebalance portfolios?

Portfolios are typically reviewed quarterly or semi-annually depending on your goals and portfolio complexity. During each review, we evaluate performance, risk metrics, and asset allocation shifts. This disciplined rebalancing process keeps your portfolio aligned with your objectives and market realities, helping you stay consistent and confident through market cycles.

How does your team use technology and research to build portfolios?

Moneyvesta combines AI-powered screening tools with human expertise. We use extensive quantitative data and our years of work experience with hedge funds to shortlist funds and equities, analyze overlaps, and identify performance drivers. Every recommendation passes through a rigorous research filter and professional judgment – blending technology’s precision with the advisor’s experience to build robust, goal-aligned portfolios.

What kind of portfolio management framework do you follow?

Our framework blends asset allocation theory, risk-return optimization, and behavioral finance insights. We define your financial goals, match them to suitable risk levels, and construct diversified portfolios across asset classes. Each portfolio is reviewed for consistency, tax efficiency, and long-term compounding – ensuring your wealth grows in a structured and measurable way.

Can you help consolidate my investments held across multiple accounts or brokers?

Yes. Many clients come with fragmented portfolios across banks, apps, and brokers. We help consolidate, analyze, and simplify all holdings into one clear, unified structure. This gives you a complete view of your asset allocation, performance, and progress – making wealth management easier and more strategic.

What is the difference between SEBI-registered investment advisors and distributors or PMS providers?

A SEBI-registered investment advisor (RIA) like Moneyvesta provides independent, fee-only advice without taking custody of your funds. Distributors or PMS providers, on the other hand, often earn through commissions or manage money directly. Our model keeps advice objective and transparent – you remain in full control while benefiting from institutional-grade research and oversight.

How do you ensure compliance, transparency, and investor protection?

Compliance is integral to Moneyvesta’s DNA. We strictly follow SEBI’s Investment Adviser Regulations, 2013, maintain clear disclosures, and document every recommendation. Our systems ensure fee transparency, client data privacy, and zero conflict of interest. You can be confident that every piece of advice is designed to protect and enhance your long-term interests.

What are your advisory fees and how are they structured?

Our fees are fully transparent and disclosed upfront. Depending on the portfolio size and complexity, we charge a fixed or asset-linked advisory fee. There are no commissions, no revenue-sharing, and no product incentives. This ensures our guidance remains purely in your best interest and aligned with your financial success.

How can I start working with Moneyvesta as my investment advisor?

You can begin by scheduling a 30-minute discovery call through our website. We’ll understand your goals, review your existing portfolio, and outline a high-level strategy roadmap. If both sides feel there’s a fit, we proceed with onboarding under a transparent SEBI-compliant agreement. It’s the first step toward managing your wealth with confidence, clarity, and care.

SEBI-Registered Investment Advisor for Portfolio & Wealth Management

SEBI-Registered Investment Advisor for India’s Top Professionals

Trusted by India’s Smartest Minds

Investment Advisory Solutions for Portfolio and Wealth Management

Hear What Our Clients Say

Varun Khandelwal

Anisha Khurana

Himanshu Jindal

Kashish Gupta

Aditya Chaudhary

Sanket Kapse

Kakul Gupta

Prakhar Agrawal

Numbers Before Conversations. Clarity Before Commitment.

Clear Thinking for High-Stakes Decisions

Logic-First, Research-Backed

Managing Wealth Across Borders

Built for Demanding Careers

Navigating Growth, Risk and Liquidity

Beyond the Operating Business

How We Think

Why We Exist

The Work We Put In

Signals, not noise — once a month.

YOUR 3-STEP WEALTH JOURNEY

Discovery & Insights

Strategy & Portfolio Designing

Monitor & Grow

Frequently Asked Questions

Trusted by
India’s Smartest Minds