About Us

In today’s world, money making is an art. We put our best efforts to earn money but we put less effort to conserve it. Your money has to make money, if not then idle money is equal to dead money which cannot secure your present and future.

We at Moneymatters believe in the philosophy of making money from money. Financial planning and wealth management is integral part of life today. Inflation and life style is eating your money. Love for luxury is becoming essential part of living. Today’s “x” cost will become “x+y” tomorrow and “x+y” will certainly become “x+y+z” in future.

We at money matters help people from all sections of society, who belongs to economically stronger slab to remain strong and get stronger going forward. And weaker slab who aspire to get into stronger slab “Systematically “. Our core mission is to help and enable individuals and organizations with planning and managing their wealth because after all “Money Matters”!

about

With experience of 14 years in financial & wealth Management, we provide financial planning in all the niche categories. We understand and strongly believe that each individual is unique and so are their needs and requirements. And so are their life goals.

We at MoneyMatters design personalized financial plans for each individual and organization having diverse goals and aspirations.

Let’s join hands for making your future secure and financially strong for your family and loved ones.

Core Team

team

Mr. Rohit Khandelwal

Mr. Rohit Khandelwal brings 14 years of experience in financial planning and wealth management. He is a MBA in finance from IIF, Delhi. He himself is a regular investor in different asset class. He follows Indian stock market and international market thoroughly. According to him plan for your future today so that you don’t need to regret in future. He has experience with renowned companies like Way2wealth, Angel broking & HDFC Bank.

team

Mr. Sumit Kumar

Mr. Sumit Kumar brings 10 years of experience in financial market. His prime interest area is investment advisory and equity broking. His past experience was with ICICI Lombard, Angel Broking and Aditya Birla Money.

team

Mr. Jasjit Bhatia

An accomplished professional with more than 20 years of extensive and varied experience involving Capital Markets Investments, Forex, Agro-Commodity Exports/Imports in various capacities covering role under Business Operations, Sales & Business Development, Customer advocacy and Legal. Prior to joining team at Moneymatters, he successfully carried assignments with Motilal Oswal, Angel Broking Ltd, KMG Robust DMCC, Dubai and Aditya Birla Money Ltd.

Stay in touch with us

Have any questions?
contactus@moneymatters.co.in
Call us
+91- 8826012778
Skype
moneymatters