Mr Bala Subramanium

Vellore

I like their concept of MRP to arrive at a fair value of a stock. I have benefitted a lot from their systematic valuation framework.

Shrivathsa Bhat

Bengaluru

My association with MoneyWorks4Me began a few years ago when I decided to take my investment journey seriously. Over time, I’ve learned numerous aspects of investing through their systematic, disciplined, and research-based approach. I highly recommend MoneyWorks4Me to anyone looking to pursue a serious and methodical investment journey, without the distractions of speculation or the desire for quick gains.

Jahnavi Kare

Bengaluru

I was introduced to Moneyworks4me by a friend who was moving his entire portfolio with them. I perused their website, read their mantra, spoke to an executive and was convinced to subscribe to their Omega plan with my tiny savings at the time. In my 7 years of experience with them I am convinced of my choice time and again.

I had family and friends investing by themselves, confident in their choices but hesitant to share their wisdom as nobody feels comfortable enough to take responsibility for another person's losses. My own sibling was willing to share some recommendations but not in a structured way needed for a balanced portfolio. 

After all these years I am confident that I have been able to invest consistently, increase equity based investments up to 70% of my entire well balanced portfolio and have good growth only thanks to the Omega plan. When my friends were liquidating their portfolio during the Covid crash I stayed put thanks to Moneyworks4me. I have colleagues struggling to invest in equity due to fear but when I share my story I can see they are skeptical because when it comes to hard earned money we are all skeptics and they wonder if my recommendation is only for a referral fee. I have noted hesitation about their service fee of around 0.8-1.2% (approx) but my gains would have been less than half without their advice because my actions would have been less timely and strutctured. The team is professional, approachable, reasonable, prompt and supportive. 

Unfortunately our education system helps us earn but does not equip us to take care of our finances in the correct way. Investing well can be a full time job in itself and I recommend their services so we can keep our personal time to ourselves.

Kodeeswaran Ramasamy

The Analysis presented in the site is extremely useful for Long term investors who follow Value investing. The book on investing by Mr Moses is very interesting and we learn with lot of Fun. MRP concepts etc are well explained and interesting. Most interesting aspect in Money works 4 me is Do It your self and tools to calculate MRP etc on your own. Keep it up MW4me.

Sriram

It has been an excellent experience so far with Moneyworks4me. I have been associated with them for the past 4 years and it has been quite rewarding. Their conservative yet analytically superior approach has given me complete confidence in them. While the Sensex went up in general for the past few years, their recommendations have beaten the Index thumbs down.
Also, being an Omega subscriber, I no longer worry about timing the market because they take care of it for me.

Haven’t regretted a bit on my decision to go with them.

Vishal Kagde

ExPalo Alto Founder Tech Startup

Working with Moneyworks4me has been a game changer for my investment strategy. Their insightful stock recommendations have consistently delivered impressive returns, all while respecting my risk tolerance. I truly appreciate their balanced approach—navigating the market with both prudence and opportunity. I wholeheartedly recommend their services to anyone looking to grow their wealth with confidence.

Chaithanya Varma

Bengaluru

recommendations are very good for long term investment.

Karthick Guna

Themi

I am with moneywork4me for the last one year, and I appreciate to sharing more knowledge to about stocks & financial planning, and also I really like to read the book.. thank you for the moneywork4me team.

Vimal Bhatia

Delhi

Rare to find truly professional fee only service. This is only for serious long term investors who wish to make their money work for them. I wish I had availed the service earlier. 

Jacob George

Pathanamthitta

A great place for fundamental analysis to check the growth potential of a stock. Also stock screener helps to identify and pick the right stock.