InvestMy.Money is a financial services firm providing investment advisory, insurance, and financing solutions. Using the best-in-class technology driven platform, we provide access to mutual funds with the ease, efficiency and security you deserve.
Professionals from the banking, wealth management and technology sectors have come together to establish our financial services company. More than 50 years of combined experience informs our financial insights, superior execution and access to the best possible tools.
Our infrastructure is robust and secured by bank grade security systems. We simplify investing in mutual funds in India. Our financial advisors are always researching and analysing the markets to provide you the best possible advice to manage your portfolios.
Our ethos is ethics, integrity and transparency. Combined with disciplined and diligent advice, our focus is to ensure you “Get More Out of Your Money”.
Who works for you?
Aashish has over a decade of experience in wealth management, financial planning, retail and commercial banking. He was previously at Citibank in New Delhi as a Citigold Relationship Manager (RM) across Gurgaon and Delhi with a cumulative AUM of more than INR 100 crs.
Prior to Citibank, Aashish has worked at HSBC Premier, Religare Macquarie Wealth Management & Kotak securities. He was consistently ranked among the top RMs at every organisation he worked at. He has also spent two years working with the largest Omani family office as an Investment Consultant and Distribution Head advising institutional clients and other family offices on global investment products and risk management tools.
Aashish’s considerable experience gives him the skill set and knowledge for managing high net worth clients, family offices and corporate clients.
More than 30 years of experience in products ranging from insurance, real estate and automobile parts. He is an Expert in managing investments and wealth management with leading insurers & real estate advisory.
Rajesh has over 30 years of experience in managing Information Technology (IT) for large corporates such as Maruti Udyog Limited, New Holland tractors, and Airtel. Among some of his consulting assignments in last 8 years, he has consulted for the IT department of Infratel, Delhi Stock Exchange, Dalmia Cement, and a telecom company in Iran in different roles.
He is an active mentor to various start-ups and is now spear heading the tech at InvestMy.Money.
ASSOCIATION OF MUTUAL FUNDS OF INDIA REGISTERED MUTUAL FUND DISTRIBUTOR ARN: 175137
BSE REGISTERED MEMBER. MEMBER CODE NO: 11738