Simple frameworks. Transparent process. A 360° research-driven approach to evaluate mutual funds and match them to your goals and risk profile.
We start with mutual fund distribution — done properly. Here's what's live today, and what we're building toward as MoneySutraa grows into full wealth management.
Starter and ongoing SIP plans mapped to specific goals — retirement, a child's education, a house — not generic fund picks.
A hygiene review of your existing investments — overlap, cost, drift and benchmark fit — with a clean roadmap to fix it.
For one-time investments and drawdown planning — structured around when you'll actually need the money.
Guidance on LTCG and STCG on your mutual fund investments — so tax timing is part of the plan, not an afterthought.
Longer-horizon planning that goes beyond mutual funds — retirement corpus modelling and succession basics.
As we transition to SEBI Registered Investment Adviser status, fee-based, conflict-free advisory alongside distribution.
Curated equity options for investors ready to grow beyond a core mutual fund portfolio, once that foundation is solid.
SIP, SIP+Lumpsum, Lumpsum, SWP and Goal Planning — with step-up options, visual charts, CSV export and shareable links. Free, no sign-up.
Most people either haven't started, or they're investing on guesswork. We fix that with a clear, rules-based plan you can actually follow.
Not realising they can start small—and early. Small, steady steps compound into big outcomes.
Thinking investing is only for "big" investors. It's for everyone and necessary to beat inflation.
"Which mutual funds should I invest in?" Too many choices, not enough clarity.
"What parameters should I use to decide?" Risk profile, time horizon, costs, and benchmark fit.
Believing past returns guarantee future performance — a trap that leads to chasing winners instead of building a plan.
Relying on guesswork. Even a 1–2% gap each year compounds into a large difference over time.
Clean categories, correct benchmarks, apples-to-apples comparisons. We avoid mixed styles and hidden overlaps.
Markets change. We look at pre-/post-2021 behavior, drawdowns, and forward windows across cycles.
Clear, testable rules for entries, rebalancing and de-risking that a real investor can follow.
MoneySutraa exists to reach as many people as possible and help them get their personal finance right — whether or not they ever invest through us.
We take an investor-first approach: anyone who reaches out gets a goal-planning session, no strings attached. If you want continuous, ongoing support — regular reviews, rebalancing, course-correction as life changes — we become your investment partner, because that kind of support only works if we can actually track your portfolio over time. Our approach is sequence-first: get the essentials in place — health insurance, term insurance, and disciplined SIPs — before anything else. Once you have a solid core mutual fund portfolio, we help you graduate to equity for higher, long-term growth. Build the foundation first, then chase the upside.
Start simple and strong. We set up a clear starter plan with a few good funds, the right targets, and SIPs/lumpsums you can stick to.
We fit a disciplined money routine into your calendar—quick reviews, rules-based rebalancing, and clear action notes.
Already investing? We run a hygiene check for overlap, drift, and costs—then hand you a clean, benchmark-aligned roadmap.
Focus: technology & product — the tools and systems behind the plans.
15+ years' experience across Credit Suisse and Morgan Stanley. Focus: research & compliance — the frameworks behind every recommendation.
Start part-time, alongside your current job. No finance degree required — just genuine interest in personal finance, a willingness to learn, and a comfort talking to people. Grow it into a full-time career at your own pace.
Help people plan and invest, backed by MoneySutraa's research, tools and compliance framework under ARN-336976.
Bring in and support new distributors — build and mentor a team while earning on their growth.
We earn distributor commission (trail) from AMCs on the funds you invest in through us — not fees charged to you. Ours is an investor-first approach: we don't recommend a fund because it pays more; our process is documentation-led, not commission-led.
We will never ask you to pay, transfer, or hand over cash/cheques in an individual's name. All transactions happen through official AMC/RTA platforms. Report anything unusual to us immediately.
We operate under ARN-336976 and follow AMFI's Code of Conduct for Distributors. You can escalate any unresolved grievance to SEBI via SCORES.
MoneySutraa Fin Services LLP
Email: wecare@moneysutraa.com
WhatsApp: +91 93115 95912
We reply within one business day.
We operate under ARN-336976 and follow SEBI/AMFI guidelines. We do not give generic advice; recommendations are personalised after profiling.
45-min call to map goals, risk and time horizons, followed by a written summary and action checklist.
Transparent, scope-based pricing. No revenue from pushing specific funds.
English, Hinglish, and Hindi.
Last updated: 15 December 2025
MoneySutraa Fin Services LLP ("MoneySutraa", "we", "our", "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information when you interact with us through our website, WhatsApp, email, social platforms, webinars and forms.
By using our website or sharing your details with us, you agree to the practices described in this policy. We operate as a Mutual Fund Distributor under ARN-336976 and follow applicable SEBI/AMFI guidelines. We do not sell your data.
1.1 Information you provide directly
1.2 Technical & usage information
This may be collected via analytics and advertising tools (for example, Google Analytics, Meta Pixel or similar).
We do not use your information to push specific products purely for commission. Our approach is process-first and documentation-led.
You can withdraw your consent for non-essential communications at any time by emailing wecare@moneysutraa.com or replying "STOP" on WhatsApp (where applicable).
We do not sell or rent your personal data. We may share it only with service providers who help us operate (hosting, email, webinar, form, CRM tools), regulators/legal authorities where required, and mutual fund platforms only where you explicitly authorise assistance with execution or onboarding.
Data may be stored in secure third-party tools with standard industry security measures. We retain information as long as required to serve you and to comply with SEBI/AMFI record-keeping norms. Where no longer required, we delete or anonymise it within a reasonable timeframe.
Subject to applicable law, you may access, correct, request deletion of, or withdraw consent for use of your information by emailing wecare@moneysutraa.com with subject line "Privacy request – [Your Name]". We may need to verify your identity before acting on certain requests.
WhatsApp and email communications are subject to those providers' own privacy policies. Our website may link to third-party sites we are not responsible for.
Our services are primarily designed for adults (18+). We do not knowingly collect information from children without parental/guardian consent.
We may update this policy periodically; the "Last updated" date above will reflect the latest revision.
MoneySutraa Fin Services LLP
Email: wecare@moneysutraa.com
WhatsApp: +91 93115 95912
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