Investment Advisor

MoneyWorks4me - a Portfolio Advisory that ensures your money works for you.

Tech-assisted | Multi-asset | Transparent | Fiduciary

Build your portfolio smartly to create wealth

Do Smart Asset Allocation

Split your Investable Surplus between Growth and Security assets based on your risk-profile and market levels. When market moves well above the fair value, reduce exposure to Growth; and when market is at an attractive discount, increase investment in Growth.

Make Smart Asset Choices

When asset prices change significantly, reshuffle your portfolio. Sell the asset offering a lower risk-adjusted return, and buy into new ones

Omega the technology-assisted, Complete Portfolio Advisory solution recommends the best at every stage!
You can opt for Only Mutual Fund—Omega-MF, Only Direct Stocks—Omega-Stocks, or both—Omega-MF + Stock

Stock Investment: Get 3 things right

Select right stocks with consistent performance over 10 years and a good future prospect.
Get the fair price (MRP) and an attractive price to buy a stock.
Know when to enter & add and when to sell & exit, and the maximum allocation to a stock.

Find the best Indian Stocks

Watch this video to know the
Sahi Way to invest in Direct Stocks

Mutual Fund Investment: Get 3 things right

Mutual Fund Investment: Get 3 things right
Find right Mutual Funds, based on Underlying Assets Quality and performance consistency
See if the Mutual Fund is likely to generate more returns than its Benchmark and FD in future
Invest in Mutual Fund that help diversify your existing portfolio and enhance returns

Find Mutual Fund

OR
Watch this video to know the
Sahi Way to invest in Mutual Funds
Watch this video How to Choose
Mutual Funds using Moneyworks4me

Portfolio Management: Manage risks and returns

Some risks help earn risk-adjusted returns, manage them.
Eliminate the rest!

Read More
At a click of the button, the MoneyWorks4me’s Portfolio Manager
  • Identifies risks real-time
  • Recommends actions
And, much more to manage your portfolio with ease

In investing mistakes are costly! Use our FREE Features to avoid them

Find investing-worthy Stocks based on fundamentals. Get a pre-loaded Stocks Watchlist.

View Demo Explore Stocks

Find investing-worthy Mutual Funds; go beyond just past returns. Check out many valuable features and tools.

View Demo Explore Mutual Funds

Manage portfolio and earn high risk-adjusted returns. Get real-time risk-analysis & recommended actions at a click of the button

View Demo PM Go to Portfolio Manager

In Investing, 'Ignorance is the biggest risk. And, Learning the best investment!' Learn 'How to invest the Sahi Way'.

Go to InvestmentShastra

Not just data, get also interpretation of the data, in simple English and use it for better decision-making

Have a query on investing? Puchho befikar, and get unbiased answers

Just Register and get access to
these FREE Smart Investment solutions!

InvestmentShastra Our Investment Blog

Investing in equities is the best way to create wealth. However, it comes with risks. The biggest risk is ignorance! It is wise to first invest your time, and then invest your money. Learning 'How to Invest' will earn you rich dividends over your entire investing life, which may be a few decades.

InvestmentShastra is the space to learn 'How to Invest'. Here you will get valuable blogs and videos on investing, presented as answers to questions investors like you have. So, if you want to learn in a systematic manner or get answers to your questions visit InvestmentShastra.

Go to InvestmentShastra

Why MoneyWorks4me

  • Fiduciary i.e. Zero-conflict-of-Interest Independent Portfolio Advisory: We do not earn any brokerages, commissions

  • Unique methods and tools: to implement long-term fundamental investing

  • Transparent: Provide simple-to-understand analysis and insights so you understand the recommendations and invest confidently

  • Use technology: to customise advice and remove human biases in implementing it

(SEBI registered—No. INH000000719)

You become a savvy investor using our sophisticated but simple-to-use tools...
essential because you will be investing for 30+ years

What Customers Say


250 Cr

Assets managed
by Subscribers

1,75,000+

Total Registered
Users

5,000+

Paid
Subscribers

500

Colour-coded
Company X-Rays

Proof of Performance - Rolling Returns

Our Mission

Make investing Safer, Smarter and Simple for Retail Investors

raymond
Raymond Moses
IIT Kanpur
Founder
sreeram
Sreeram Thiagarajan
REC Trichy, IIM Ahmedabad
Co-founder

We never planned getting into this. Since 2000, we run a Business Consulting and Training company out of Pune. Thanks to a very bad experience of investing in MF and ULIPs using the Mutual Fund Investment Advisory services of an MNC bank in 2008, we decided on our mission to make wealth-creation thru' investing safe and simple for Retail Investors like us

It turned out to be more difficult than we imagined! Simple was not simple enough, and making equity-investing safe was like grappling with the ultimate paradox. Also, the markets went from deep despair to irrational euphoria...

We used this opportunity, for our advantage, to test our models. We have continuously evolved our models and products to suit individual Customers’ profiles & needs. Now, with our unique-fundamental research and Smart Investment Solutions like Portfolio Manager (Free), Omega (Paid) and Superstars (Paid), we can truly say that we have made investing—Safer, Smarter, and Simpler!

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