Moneyvisors
- Company typePrivate
- Founded-
- HeadquartersNew Delhi, India
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Moneyvisors firmographics
Firmographics- Name
- Moneyvisors
- Legal name
- MoneyVisors Group
- Website
- https://moneyvisors.in
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Moneyvisors industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Finance and Insurance (52)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Fintech & Payments Partner / ISO Referral Networks (FSAEAMAK)
Keywords
Where Moneyvisors is headquartered
LocationHeadquarters
- HQ city
- New Delhi
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Moneyvisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Advisory & Distribution: MoneyVisors earns commissions from insurance companies for placing insurance policies (life, health, motor, corporate insurance). The company serves as an intermediary between insurance providers and end customers, earning referral/placement fees on successful policy sales.
- Investment Advisory Services: Revenue generated from advisory services on investment products including mutual funds, bonds, pension plans, and other financial instruments. Earnings come from distribution commissions and advisory fees on investment products.
- Corporate Financial Services: B2B services including group insurance broking, employee benefits administration, and corporate financial advisory covering liability, business, and employee-centric insurance solutions.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Moneyvisors product offering
Product offeringCore offering
Moneyvisors Group is a New Delhi-based financial services advisory firm offering personalized insurance and investment solutions. It distributes corporate insurance (group health, group term life, liability, fire, transit) and retail insurance (life, health, motor, travel, cyber, property) alongside investment products (mutual funds, bonds, ULIPs, pension plans, sovereign gold bonds, FDs) from multiple partner providers. The firm also offers additional services including will writing, asset tracing, home loan advisory, and income tax assistance.
Product overview
Moneyvisors operates as a financial services advisory firm offering a comprehensive suite of products across corporate and retail segments. The corporate portfolio includes Employee Centric Insurances (Group Health, Personal Accident, Term Life, Workmen Compensation, Gratuity, Leave Encashment), Liability Insurances (General, Professional, D&O, Public, Product), and Business Insurances (Fire, Loss of Profit, Project CAR/EAR, Transit, Machinery Breakdown). The retail portfolio spans Insurances (Term Life, Health including Senior Citizen and chronic condition plans, Cyber, Property, Motor, Travel) and Investments (Mutual Funds with SIP/STP/SWP options, RBI/Government Bonds, Pension Plans, ULIPs, Sovereign Gold Bonds, Fixed Deposits). Additional services include Will Writing, Asset Tracing, Home Loans, Income Tax Assistance, and MMTC PAMP Gold & Silver Articles. The firm positions itself as a technology-driven advisory platform connecting customers with insurance and investment products from multiple providers.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Centric Insurances Group insurance solutions for employers including Group Health Insurance, Group Personal Accident, Group Term Life, Workmen Compensation, Group Gratuity, and Group Leave Encashment coverage. Designed for HR and admin teams seeking consolidated employee benefits.
- Liability Insurances Business liability coverage protecting against legal claims, including Comprehensive General Liability, Professional Liability, Directors & Officers Liability, Public Liability, and Product Liability insurance. Targeted at businesses seeking protection against legal and third-party risks.
- Business Insurances Enterprise risk coverage including Fire and Perils, Loss of Profit, Project (CAR/EAR), Transit, and Machinery Breakdown insurance for businesses and projects. Designed for organizations needing operational continuity protection.
- Retail Insurances Comprehensive personal insurance offerings for individuals including Term Life, Health (including Senior Citizen and chronic condition plans), Cyber, Property, Motor, and Travel insurance. Each provides risk protection for households and individuals.
- Retail Investment Products Retail investment advisory covering Mutual Funds (SIP, STP, SWP, Lumpsum, Fixed Maturity), RBI and Government Bonds, Pension Plans, ULIPs, Sovereign Gold Bonds, and Fixed Deposits with NBFCs and private companies. Designed for individual investors seeking goal-based and tax-efficient wealth creation.
- Additional Services Value-added advisory offerings including Will Writing, Asset Tracing, Home Loan advisory, Income Tax Assistance, and MMTC PAMP certified Gold & Silver articles for wealth, compliance, and estate planning needs.
Companies that use Moneyvisors
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles3 records
Moneyvisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Moneyvisors partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- TATA AIG General InsurancecoreMoneyVisors distributes TATA AIG general insurance products including motor, health, travel, and property insurance. The partnership includes award recognition for performance.
- Bajaj General InsurancecoreDistribution partnership for Bajaj general insurance products. Award recognition indicates successful business relationship.
- HDFC ERGO General InsurancecorePartnership for distributing HDFC ERGO insurance products. Includes award recognition for distribution excellence.
- ICICI Lombard General InsurancecoreDistribution partnership for ICICI Lombard insurance products. Award recognition indicates strong business performance.
- TATA AIA Life InsurancecorePartnership for distributing TATA AIA life insurance and investment products including annuity plans.
- Axis Max Life InsurancecoreDistribution partnership for Axis Max Life insurance products.
- IFFCO Tokio General InsurancecorePartnership for distributing IFFCO Tokio insurance products with award recognition.
- MMTC PAMPminorAuthorized distributor for MMTC PAMP gold and silver articles and investment products including sovereign gold bonds and physical precious metals.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Moneyvisors competitors and assessment
Company assessmentDirect peers
- InsuranceDekho: Insurance aggregator from the CarDekho Group distributing motor, health, and life policies across multiple carriers. Directly comparable as a multi-carrier insurance intermediary serving both retail and small-business customers in India.
- RenewBuy: Online insurance distribution platform offering motor, health, and life policies from multiple insurers. Comparable as a multi-carrier insurance distributor targeting the same Indian retail and SME customer base.
- Policybazaar (PB Fintech): India's largest insurance and financial product aggregator, connecting customers with multiple life, health, and general insurers. Directly comparable as a multi-carrier insurance distribution intermediary, though technology-led rather than advisor-led.
- Riskbirbal Insurance Brokers: Indian insurance broking firm offering commercial and corporate insurance advisory across multiple carriers. Closely comparable to MoneyVisors' corporate liability and business insurance advisory practice.
- Paytm Insurance: Insurance distribution vertical of Paytm offering motor, health, and life policies from multiple insurers. Comparable multi-carrier insurance distribution intermediary leveraging a digital ecosystem in India.
- Onsurity: Tech-led employee benefits and group health insurance platform serving Indian SMBs and enterprises. Directly comparable to MoneyVisors' corporate group health, group term life, and employee benefits distribution business, though delivered via a SaaS model.
- NJ India Invest (NJ Wealth): One of India's largest mutual fund and financial product distributors operating through a partner network. Comparable to MoneyVisors' investment distribution (mutual funds, bonds, pension plans) and hybrid online-offline advisory approach.
- Turtlemint: Insurance distribution platform operating a hybrid POSP (Point of Sale Person) model with offline advisors distributing multi-carrier policies. Closely mirrors MoneyVisors' advisory-led, multi-carrier distribution model but at significantly larger scale.
- Plum: Employee benefits platform offering group health insurance and wellness benefits to Indian SMBs. Comparable as a corporate employee benefits distributor, but technology-first rather than advisor-led.
- Square Insurance Brokers: Indian insurance broker offering personal, commercial, and corporate insurance across multiple insurers. Comparable traditional advisory-led multi-carrier broker competing in the same mid-market corporate segment as MoneyVisors.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Moneyvisors social profiles
Digital presenceMoneyvisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Moneyvisors leadership team
Management profileNumber of profiles
Profiles5 records
Moneyvisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Moneyvisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Moneyvisors
What does Moneyvisors do?
Moneyvisors Group is a New Delhi-based financial services advisory firm offering personalized insurance and investment solutions. It distributes corporate insurance (group health, group term life, liability, fire, transit) and retail insurance (life, health, motor, travel, cyber, property) alongside investment products (mutual funds, bonds, ULIPs, pension plans, sovereign gold bonds, FDs) from multiple partner providers. The firm also offers additional services including will writing, asset tracing, home loan advisory, and income tax assistance.
Is Moneyvisors a public or private company?
Moneyvisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Moneyvisors founded?
Moneyvisors was founded in -1. It employs 1 to 10 people.
Where is Moneyvisors based?
Moneyvisors is headquartered in New Delhi, India, in the Asia region.
How does Moneyvisors make money?
Three revenue lines are on record. Insurance Advisory & Distribution is the primary driver. The others are investment Advisory Services and corporate Financial Services.
Who are Moneyvisors's main competitors?
Direct peers on record are InsuranceDekho, RenewBuy, Policybazaar (PB Fintech), Riskbirbal Insurance Brokers, Paytm Insurance, Onsurity, NJ India Invest (NJ Wealth), Turtlemint, Plum and Square Insurance Brokers.
Does Moneyvisors have an API?
No public API is recorded for Moneyvisors.
What industry is Moneyvisors in?
Moneyvisors's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAMAK, Fintech & Payments Partner / ISO Referral Networks. Its NAICS code is 52 and its SIC code is 6411.