About us
Your Prosperity is Our Priority
We prioritize clients' interests, not ours. That's why our clients vouch for us and choose to stay, knowing achieving their goals is our sole focus.
Growth requires the right mindset.
We’re on a mission to walk right by your side while you learn to unlearn
Why do we exist
Moneyplus began as a shared dream of Anuya Kakkad, a Chartered Accountant, and
Hitesh Kakkad, an MBA graduate.
Our mission was clear – to bring ethics to finance, setting a clear example of integrity in a challenging industry. We believe in empowering our clients, not overwhelming them with jargon. Whether it's investments, insurance, or legacy planning, our approach is to simplify complexities, making financial decisions straightforward and effective.
Our commitment extends beyond transactions; we strive to build lasting relationships based on trust, transparency, and tailored solutions.
Every client's dream, big or small, is our pursuit. We exist to guide you through every financial milestone, ensuring a journey that’s as rewarding as the destination.
Our mission was clear – to bring ethics to finance, setting a clear example of integrity in a challenging industry. We believe in empowering our clients, not overwhelming them with jargon. Whether it's investments, insurance, or legacy planning, our approach is to simplify complexities, making financial decisions straightforward and effective.
Our commitment extends beyond transactions; we strive to build lasting relationships based on trust, transparency, and tailored solutions.
Every client's dream, big or small, is our pursuit. We exist to guide you through every financial milestone, ensuring a journey that’s as rewarding as the destination.
Who We Are
Today, we are a robust team of 25 professionals operating from three locations,
dedicated to empowering individuals and families with personalized financial solutions
across India. Our ethical approach and transparent practices have earned us top client
ratings across platforms online, various accolades and above all, the trust of our
community.
Our values
We love what we do, and make you fall in love with abundant mindset
Clarity & Assurance
Moneyplus ensures peace of mind for clients by providing comprehensive financial solutions with a focus on security and reliability, ensuring a worry-free experience.
Seamlessly Simple
Experience the simplicity and accessibility of Moneyplus's financial services, designed to make managing your finances easy and hassle-free for everyone.
Transparent Trust
Experience the simplicity and accessibility of Moneyplus's financial services, designed to make managing your finances easy and hassle-free for everyone.
Expedited Excellence
Trust Moneyplus for transparent and honest financial advice, ensuring that you have complete visibility into your investments and financial decisions at all times.
Your Portfolio,Now #OnTheGo!
Try our MyMoneyplus App - your one stop solution for all your Financial needs. Using this state of the art app to stay on top of your complete financial portfolio with all assets!
- Complete portfolio report download
- View historical performance of your portfolio
- 1 click statement downloads
- Various calculators and tools (SIP, Retirement, EMI, etc)
- and much more!
Your Portfolio,Now #OnTheGo!
Try our MyMoneyplus App - your one stop solution for all your Financial needs. Using this state of the art app to stay on top of your complete financial portfolio with all assets!
- Complete portfolio report download
- View historical performance of your portfolio
- 1 click statement downloads
- Various calculators and tools (SIP, Retirement, EMI, etc)
- and much more!