About Us

Our Story

With the sole objective of simplifying money management, we, a team of Seven credentialed financial service providers, joined hands to set up MoneyJourney LLP. Our core management team has a combined experience of over 150 years having exposure to Asset management, Retail & Private banking & Financial planning. Organizations represented by our core management team include ABN AMRO, RBS & ICICI Group. We offer informed, simple, unbiased and hassle-free money management products to the investors to help them meet their financial aspirations. Our unique business model, hassle-free money management methods, have helped us garner unequivocal trust and respect from our investors as well as from the industry. With technology at the heart of our operational efficiency, we continue to serve myriad geographies and demographics successfully.

Our Vision

To emerge as the most trusted & respected financial distribution company in India, helping & serving our customers in their financial journey and educating them to manage their financial assets under the "MONEY JOURNEE" brand.

Our Mission

To help our customers manage their money better. We will achieve this by providing them with the resources, opportunity and knowledge as is required to create wealth & prosperity.

Our Values

At MoneyJourney LLP, we recognize the significant duty we owe to our clients. We take pride in providing our clients & partners peace of mind throughout their financial MoneyJournee . It is our pleasure to assist our clients in meeting their day-to-day financial challenges as well as their long-term aspirations throughout their lifetime and afterwards too, by managing a smooth transition of wealth to their loved ones. Our Core Values reflect how we care for our clients. Our founding principles are: -

CONTINUITY

Partnering with you at every stage of your life & beyond

INTEGRITY

Provide professional services with integrity

COMPETENCE

Maintain the knowledge & skill necessary to provide professional services competently

FAIRNESS

Be fair & reasonable in all professional relationships. Always disclose conflicts of interests

EXCELLENCE

To go extra mile, practice continuous improvement strategies & stay flexible to adapt to changing circumstances

CONFIDENTIALITY

Protect the confidentiality of all clients' & partners' information

PROFESSIONALISM

Act in a manner that demonstrates exemplary professional conduct

COMMUNICATION

We believe that a consistent communication & engagement with our clients & partners creates an informed & long lasting relationship

EMPLOYEES

We foster an environment that provides flexibility & opportunity for growth among employees, while also requiring accountability

INDEPENDENT

We will remain a privately owned, independent firm to ensure that we act in the best interest of our clients & partners

PHILANTHROPY

We support philanthropic giving and encourage volunteerism among all of us