Money Masters

What Money Masters does

Money Masters is a privately held, founder-led financial advisory firm headquartered in Mumbai, India, founded in 2000 by Ravindra Jagasia. The company operates as an individual-focused distributor and advisor, offering a horizontal suite of financial services that includes mutual fund distribution, life and general insurance, equity investments, fixed deposits, housing loans, tax planning, retirement planning, and investment planning. It maintains a dedicated NRI Corner servicing Non-Resident Indians with guidance on NRE, NRO, and FCNR accounts and cross-border investment into Indian markets.

The company is built on a web-based advisory platform hosted at moneymasters.co.in, featuring a role-based Portfolio Login portal (for clients, employees, advisors, branches, and relationship managers), a suite of static financial calculators (SIP, lumpsum, retirement, tax, insurance, marriage, education, home loan, car), and a live market ticker providing IPO news, market news, and fund performance data. The technology stack is conventional and lightweight — no mobile application, no AI/ML components, no API or SDK surfaces, and no disclosed integrations beyond a third-party KYC link to CVLKRA. Website development is outsourced to REDVision Global Technologies.

Revenue is generated primarily through advisory fees and third-party commissions on financial products recommended to clients, including mutual fund distribution commissions from asset management companies and insurance commissions from insurers. Pricing is not publicly disclosed and is determined via direct client consultation. The customer base comprises individual retail investors and NRIs across India, with no enterprise or institutional clients, a small team (11-50 employees), no institutional funding, and no disclosed revenue. The firm's competitive positioning rests on its multi-product one-stop advisory model and its educational content library, rather than on technology differentiation or scale.

Name

Money Masters

Legal name

Money Masters

Website

https://moneymasters.co.in

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Money Masters is a Mumbai-based, privately held financial advisory firm founded in 2000 that distributes mutual funds, insurance, and investment products to individual retail investors and Non-Resident Indians across India via a web-based advisory platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure

Revenue model

1. Financial Advisory Services: The company provides financial planning and advisory services including retirement planning, investment planning, insurance planning, and tax planning to individual clients. Revenue is generated through advisory fees and commissions on financial products recommended to clients.
2. Mutual Fund Distribution: The company offers mutual fund investment services through online MF Invest platform, earning distribution commissions from asset management companies for facilitating mutual fund purchases by clients.
3. Insurance Products: Life insurance and general insurance products are offered as part of the service portfolio, with commissions earned on insurance policies sold to clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Money Masters is a Mumbai-based financial advisory firm offering comprehensive financial planning services to individual retail investors and Non-Resident Indians (NRIs). The firm distributes and advises on mutual funds, life and general insurance, equity investments, fixed deposits, housing loans, tax planning, retirement planning, and wealth management. Services are delivered through direct advisor relationships supported by an online MF Invest platform, portfolio login portal, financial calculator suite, and market update tools.

Product overview

Money Masters is a financial services and investment advisory company offering a comprehensive suite of wealth management services. The core offerings include Mutual Funds, Life Insurance, General Insurance, Housing Loans, Fixed Deposits, Tax Planning, and Wealth Management. These are supported by specialized services including Financial Planning, Retirement Planning, Insurance Planning, Investment Planning, Equity investments, and NRI services. The company provides client-facing digital tools including a Portfolio Login portal, Financial Calculator suite (with SIP, Lumpsum, Retirement, Tax, and other calculators), and Market Update tracking. The services are delivered through their website at moneymasters.co.in.

Differentiator

Problem solved

Functional benefit

Products and services

• Mutual Funds

Named customers2 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• REDVision Global TechnologiesminorOthersThe website is designed and developed by REDVision Global Technologies, indicating a vendor relationship for website development and maintenance services.

Recent moves5 records

Expansion highlights3 records

Direct peers

• WealthDesk: WealthDesk is an Indian wealth management and investment platform enabling curated model portfolios and advisor-led investing. Comparable to Money Masters in providing advisor-supported investment management for Indian retail clients.
• INDmoney: INDmoney is a comprehensive Indian personal finance platform offering mutual funds, stocks, tax planning, and financial planning across a single dashboard. Directly comparable to Money Masters' integrated approach to investment, tax, insurance, and retirement advisory for retail investors.
• NJ Wealth (NJ India Invest): NJ Wealth is one of India's largest mutual fund distribution and financial advisory networks with thousands of partner distributors. Directly comparable to Money Masters as a traditional distributor-advisor model serving retail investors and distributors across India.
• Kuvera: Kuvera is an Indian direct mutual fund investment and goal-based financial planning platform that serves retail investors with advisory and commission-free MF distribution. Highly comparable to Money Masters in serving individual retail investors through digital advisory tools in India.
• Scripbox: Scripbox is an Indian goal-based mutual fund advisory and wealth management platform that combines digital tools with advisor access. Comparable to Money Masters' mutual fund distribution and goal-based financial planning for retail investors.
• Arthayantra: Arthayantra is an Indian financial planning and wealth advisory firm offering mutual fund, insurance, and tax planning for retail investors. Comparable to Money Masters' traditional direct-advisory financial planning business model.
• ETMONEY: ETMONEY is an Indian personal finance and wealth management app from Times Internet offering mutual funds, insurance, loans, and tax planning on a single platform. Comparable to Money Masters across the full range of retail financial products.
• Goalwise: Goalwise is an Indian goal-based investing and financial planning platform offering mutual fund portfolios, tax harvesting, and retirement planning. Directly comparable to Money Masters' systematic investment planning and goal-based retail advisory services.

Broad incumbents

• HDFC Securities: HDFC Securities is a major Indian retail brokerage and financial advisory subsidiary of HDFC Bank group offering investment, insurance, and wealth advisory at scale. Comparable to Money Masters as an established incumbent in Indian retail financial advisory and distribution.
• ICICI Securities: ICICI Securities is a large Indian full-service retail brokerage and wealth advisory offering mutual funds, equity, derivatives, and financial planning. Comparable to Money Masters as a broad incumbent across Indian retail financial services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/moneymasters3

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Money Masters