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Current company Moneyworks4me
Financial Services · 30 employees · Founded 2008 · Pune, India
MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) focused on helping investors build long-term wealth through transparent, research-driven & conflict-free guidance. Founded in 2008, we began as a SEBI-registered Research Analyst (RA), offering deep fundamental analysis, intrinsic value insights & long-term investing frameworks. In 2017, we transitioned into a full-fledged SEBI-registered IA strengthening our fiduciary commitment to always put the investor’s interest first. Our Vision To become India’s most trusted, research-powered fiduciary advisory platform where every investor can make calm, confident & well-reasoned financial decisions. What Sets Us Apart • Fiduciary-First Advisory As SEBI-registered IAs, we act solely in our clients’ best interests. We do not sell or distribute financial products, ensuring unbiased, conflict-free advice. • Deep Research + Valuation Discipline Backed by 15+ years of equity research, our framework blends quality assessment, intrinsic value estimation & a sensible margin-of-safety approach. • Process Over Predictions We avoid market timing & speculation. Instead, we focus on asset allocation, risk control & disciplined long-term compounding. • Technology + Human Intelligence Our proprietary tools, financial X-rays & portfolio analytics, combined with the judgement of experienced analysts & advisors, deliver powerful, decision-ready insights. • DIWM (Do-It-With-Me) Partnership We collaborate with clients on goal-setting, financial planning & understanding our investment process. We share decision-enabling resources transparently, while clients retain control of execution. Our Approach: Making Compounding Work for You • Multi-asset investing across stocks, mutual funds, debt & gold • A Quality-at-Reasonable-Price (QARP) approach to equity investing • Direct stock portfolios built using Core, Booster & Amplifier categories • Mutual fund portfolios with consistent outperformance & low ovelap