Money Studio

What Money Studio does

Money Studio is a privately-held financial advisory and distribution firm headquartered in Gurgaon, India, operating since 2004. The company is an AMFI-registered mutual fund distributor that also distributes life and health insurance, fixed deposits, Alternate Investment Funds (AIF), and Portfolio Management Services (PMS), and provides tax planning and risk management consultancy. Its client base spans individual retail investors and corporate/group clients across IT, Media, Retail, Services, and FMCG verticals. The platform is complemented by a suite of 15+ deterministic financial calculators (SIP, EMI, retirement, child education/marriage, life insurance need, SWP, home loan SIP, and others) and an active content marketing library covering investment, insurance, tax, and retirement topics.

Money Studio operates a commission-based revenue model, earning transaction fees from the sale and distribution of mutual fund and insurance products. The go-to-market combines top-of-funnel content marketing (blogs, calculators, multi-platform social media) with bottom-of-funnel consultative selling through a dedicated sales team and a backend operations function. Customer acquisition is direct-to-consumer via the company website, supplemented by phone, email, and social channels. The firm employs 1-10 people and has not disclosed any external funding, institutional investors, or M&A activity.

The technology stack is non-proprietary and consists of standard web-based calculators and a CMS-driven website; there is no evidence of AI/ML, robo-advisory, or proprietary financial engineering. Operating geography is restricted to North India, with no disclosed international footprint. Overall, the firm is positioned as a sub-scale, relationship-driven retail advisory distributor rather than a scaling technology-enabled wealth platform.

Name

Money Studio

Legal name

Money Studio

Website

https://www.moneystudio.in

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Money Studio is a Gurgaon-based, AMFI-registered financial advisory and mutual fund distribution firm founded in 2004, serving individual retail and corporate clients across India with mutual funds, insurance, tax planning, PMS, AIF, and fixed deposits, supported by an online calculator suite and content-driven lead generation.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Budgeting & Cash-Flow Management (FSAGADAA)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Mutual fund distribution
• Financial advisory services
• Portfolio management services
• Insurance distribution
• Tax planning consultancy

Headquarters

HQ city

Gurugram

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Mutual Fund Distribution: Money Studio operates as an AMFI-registered mutual fund distributor, earning commissions from the sale and distribution of mutual fund products to retail and institutional clients. The company also provides financial consultancy services including tax consultancy, risk management, insurance, wealth creation, and portfolio management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Money Studio is an AMFI-registered mutual fund distributor and financial advisory firm providing mutual fund distribution, health and life insurance, fixed deposits, Alternate Investment Funds (AIF), Portfolio Management Services (PMS), and tax planning consultancy to retail and corporate clients. The firm supplements its advisory and distribution services with a set of free online financial calculators used as engagement and education tools, and supports clients through a dedicated sales team combined with a backend operations team.

Product overview

Money Studio is a financial advisory and distribution platform offering a portfolio of financial products and planning tools. The core offerings include mutual fund distribution, health insurance, life insurance, fixed deposits, Alternate Investment Funds (AIF), Portfolio Management Services (PMS), and tax planning services. The platform is complemented by an extensive suite of 15+ financial calculators including SIP, retirement, education, marriage, vacation, car, EMI, SWP, and goal-based planning calculators. The company operates as an AMFI-registered mutual fund distributor serving retail and business clients since 2004.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Sanctum Wealth: Indian wealth management and advisory firm providing portfolio management services, mutual fund distribution, and financial planning to affluent retail and family clients.
• Prabhudas Lilladher: India-based financial services and distribution firm offering mutual fund distribution, wealth advisory, and portfolio management services to retail and institutional clients.
• Waterfield Advisors: India-focused multi-family office and wealth advisory firm offering portfolio management, financial planning, and advisory services to HNI and emerging affluent clients.
• NJ IndiaInvest: Long-standing AMFI-registered mutual fund distributor and financial advisor serving retail investors across India with a comparable product mix of mutual funds, insurance, and advisory services.

Broad incumbents

• India Infoline (IIFL): Large diversified Indian financial services group offering mutual fund distribution, wealth management, insurance, and advisory across retail and institutional segments, overlapping significantly with Money Studio's offerings.
• Sharekhan: Pan-Indian financial services and distribution platform (now backed by BNP Paribas) offering mutual funds, insurance, and advisory services with a similar retail-customer focus.
• Motilal Oswal Financial Services: Established Indian financial services group providing wealth management, mutual fund distribution, and portfolio management services across retail and corporate clients.

Emerging players

• Groww: Fast-growing Indian digital investment platform offering direct mutual fund investing, stocks, and ETFs; competes with traditional distributors like Money Studio for the same retail investors.
• ET Money: Times Group-backed Indian personal finance platform offering direct mutual fund investing, insurance, and credit products; targets the same retail financial-planning audience as Money Studio.
• Kuvera: Indian direct mutual fund and financial planning platform that disintermediates traditional distributors by enabling fee-only, direct-plan investing alongside goal-based planning tools.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xtwitter.com/moneystudio
• YouTubeyoutube.com/channel/moneystudio
• Facebookfacebook.com/moneystudio
• LinkedInlinkedin.com/company/moneystudio
• Instagraminstagram.com/moneystudio

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Studio