-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.
Child Future Planning
Build a secure financial foundation for your child’s education, dreams, and future milestones.
Life & Health Insurance
The right cover for your family with comprehensive protection.
Retirement Planning
Build financial freedom with a reliable retirement income strategy.
Wealth Management
Bespoke portfolios reviewed regularly for long-term wealth creation.
Child Marriage
Plan ahead to build a dedicated financial fund for your child’s marriage and future needs.
–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.
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.
Cr
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.
Are you AMFI registered?
committed to transparent financial advice.
What is the minimum investment?
and financial plan selected for you.
How do you get paid?
before you invest.
Can I switch advisors to Money Devta?
managing your portfolio.
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.