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Since its inception over 15 years ago, MoneyWorks4Me has been a fiduciary research and advisory firm committed to helping individual investors succeed. We have refined the 'Partner-with-Expert' approach to investing and developed the tools and insights that give you both a research and behavioural edge—ensuring the wealth compounding formula works for you at its highest potential. MoneyWorks4Me was not born out of a grand plan, but a personal experience. In 2008, after receiving poor advice and disappointing outcomes while investing in mutual funds and ULIPs through a reputed MNC bank, our founders—who had been running a business consulting and training firm in Pune since 2000—recognized a pressing need: to make wealth creation through investing both safe and simple for retail investors like themselves. The journey turned out to be more challenging than expected. Simplifying equity investing and making it truly safe proved to be complex. The market's extreme swings—from despair to euphoria—posed constant tests, but also offered valuable opportunities to refine and validate our investment models. Over time, MoneyWorks4Me has continuously evolved its approach and solutions to meet the diverse needs of individual investors. With the launch of Omega, our premium investment advisory service, we’ve delivered on our founding promise: to make investing Safer, Smarter, and Simpler.
Chinmay is an Investment Advisor with an MBA in Finance from PUMBA and is a CFA Level I candidate. He specializes in understanding investors…
Pranay holds a MBA in Finance from FLAME University and is currently enrolled in the CFA Program. He helps our clients create a fundamentall…
Shrikant Jagtap serves as the Compliance Officer for MoneyWorks4Me.
Raymond Moses, a Chemical Engineer from IIT Kanpur, brings 40+ years of experience working with HUL, Castrol and business consulting. His ca…
Sreeram Thiagarajan, a graduate from REC Trichy and an MBA from IIM Ahmedabad, brings over 37 years of experience in sales, marketing, train…
Atharva is a CFA® charterholder from the CFA Institute, USA, and holds a BE in Production Engineering from Mumbai University. He leads a tea…
Rupesh holds a PGDM in Finance and has been with MoneyWorks4Me for over nine years, leading a team of Investment Counselors and Advisers. He…
Yog Rajani brings over five years of distinguished experience in the investment industry, having contributed to some of India’s most esteeme…
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