A Financial advisory built on
trust, craft and long
relationships.
Money Devta was founded on a simple idea — that every Indian family deserves a thoughtful, unbiased advisor. Not a salesperson, not an app, but a real person who knows your goals by name.
Fifteen years. One promise:
honest advice.
Money Devta began in a small office in Bikaner, Rajasthan in 2009, with a handful of families and a promise that we would put their interests before ours, every single time.
Fifteen years and 1,800 families later, that promise hasn’t changed. We’ve grown from a single advisor to a team of certified planners, investment researchers and support specialists, all working under one roof.
Today, we advise on more than ₹250 crore across mutual funds, insurance, retirement and estate plans, for families in 40+ Indian cities and NRIs across 12 countries.
Four principles that shape every
conversation
Clarity
Plain-English advice, written plans and honest tradeoffs.
Care
We treat your money the way we treat our own family’s.
Craft
Rigorous research and thoughtful execution, every single time.
Trust
Fiduciary mindset. Fully disclosed economics. Zero surprises.
Meet the advisor behind your plan
Navneet Khatri
AMFI Registered, Mutual Fund Distributor & IRDA Certified