-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.
1. AMFI Registered
2. Fiduciary advice
3. Transparent fees
250 CR+
Assets Advised
1800+
Family Served
15+
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.
Term Insurance
Protect your family's financial future with affordable life cover tailored to your needs.
Life & Health Insurance
The right cover for your family, from term plans to comprehensive health protection.
Retirement Planning
A clear roadmap to financial independence with monthly income you can rely on.
Wealth Management
Bespoke portfolios for HNIs equity, debt, alternates, reviewed every quarter.
Child Future Planning
Build a secure financial foundation for your child's education, dreams, and future milestones.
--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.
1. Boutique Attention
You get a dedicated advisor not a call-centre.
2. Goal-based planning
Every rupee has a purpose, from schooling to retirement.
3. Institutional research
Portfolios backed by rigorous, data driven analysis.
4. Full Transparency
No hidden charges, clear recommendations, and complete transparency at every step.
-SIP CALCULATOR
See what discipline can build.
Investing ₹15,000/month at 12% p.a. for 20 years.
Investment 36 Lakhs
Growth 1.14 Cr
Corpus 1.50 Cr
--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 full transparency on costs.
Review
Quarterly reviews and unlimited access to your advisor as 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 Educator
--FAQ
Answer to the question we hear most
Still unsure? Talk to a real advisor no obligation, no jargon.
Are you AMFI registered?
Yes. Money Devta is an AMFI-registered Mutual Fund Distributor. We work with all major AMCs in India.
What is the minimum investment?
You can start a SIP from as little as ₹200 per month. Advisory plans are available for portfolios of every size.
How do you get paid?
We earn standard, disclosed distributor commissions from AMCs. There are no hidden fees or upfront charges.
Can I switch advisors to Money Devta?
Absolutely. We help you consolidate existing folios and insurance policies at no cost, with zero disruption.
--READY WHEN YOU ARE
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 — free of charge.