-Trusted Since 2009
Wealth built with
clarity,
not complexity.
Money Devta is a boutique financial advisory helping ambitious
families invest, protect and grow their wealth with human advice
you can trust.
₹250 Cr+
ASSETS ADVISED
1,800+
FAMILIES SERVED
15+ Yrs
ADVISORY EXPERIENCE
4.9/5
CLIENT RATING
–WHAT WE DO
A complete financial partner for
every stage of life
From your first SIP to your family’s legacy plan one
advisor, one plan, one relationship.
Mutual Funds & SIP
Curated portfolios and disciplined SIPs aligned to your goals and risk profile.
Learn More →Tax Planning
Year-round tax strategy so you keep more of what you earn legally and efficiently.
Learn More →Retirement Planning
Build financial freedom with a reliable retirement income strategy.
Learn More →–WHY MONEY DEVTA
Advice that puts your family
first — always.
We don’t sell products. We build relationships. Every recommendation is backed by a written plan, transparent economics, and a real human advisor who picks up your call.
Boutique Attention
You get a dedicated advisor, not a call centre.
Goal-based Planning
Every rupee has a purpose, from education to retirement.
Zero Commission Bias
Fully disclosed economics, always in your interest.
Institutional Research
Portfolios backed by rigorous data-driven analysis.
See what discipline can build.
Investing ₹15,000/month at 12% p.a. for 20 years.
₹36 L
₹1.14 Cr
₹1.50 Cr
Illustrative. Mutual fund returns are market-linked.
Plan my SIP–OUR PROCESS
Simple, structured, transparent
Four thoughtful steps designed to give you clarity from day one.
Discover
A no-pressure conversation to understand your goals, cash flows and priorities.
Design
A written financial plan mapping investments, insurance, tax and retirement.
Deploy
We execute the plan across the right products with complete transparency.
Review
Quarterly reviews and continuous advisor support as your financial life evolves.
–CLIENT STORIES
Loved by families across India
“Money Devta reshaped how we think about money. Our SIPs are consistent, taxes are sorted, and we finally feel in control.”
Anita & Rohan Mehta
Doctors, Pune“Advisors who actually listen. They built us a plan we understand, not a product they wanted to sell.”
Vikram Shah
Founder, D2C Brand“For the first time in years, I don’t worry about money. My monthly income is predictable and my legacy is protected.”
Meera Iyer
Retired EducatorAnswers to the questions we hear most.
Still unsure? Talk to a real advisor. No obligation, no jargon.
Ask us anything
Your money deserves a plan.
Let’s build yours.
Book a 30-minute consultation. We’ll listen first, and if we can help, you’ll leave with a clear next step, completely free of charge.
Schedule my consultation →