SEBI-Registered Investment Advisor for Portfolio & Wealth Management

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.