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.

Hope this helps. I remember you asked for a pic and I will share that also soon.

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.

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. 

Mr Manish Yadav

Mumbai

MoneyWorks4me has helped me not only in terms of returns but also becoming better as an investor in understanding businesses and markets.  One liner: Guiding retail investors since last 12 years.

Vidhyadhar Prabhu R

Kochi

My knowledge about the share has improved alot. Technicaly MW4me improved very much.  I am seeing they are constantly trying to improve their service to help and guide the investor.  When MW4me is growing we are also growing.  Best wishes for the hard working team behind MW4me.

Sadashiv Kamath

Mumbai

Moneyworks4me is an excellent adviser on equity and mutual funds. I found excellent support from their team. It gives complete analysis of individual stocks and what is the logic and why it is recommended. One needs to have more than 3 years horizon to invest in stocks and mutual funds and risk associated with it is also minimized. I found Moneyworks very useful adviser. stocks and mutual funds recommended are not biased. It allows you to invest and have peaceful sleep without getting too much concerned about market volatility.

Ketan khivesara

Surat

I have subscribed to omega protfolio advisory of MW4Me, and i am very satisfied with their investing style. Its worth working with them to achieve ones goals.

SenthilKumar Madasamy

Chennai

I am an active omega plan subscriber of MoneyWorks4me. I really like and appreciate their value investing process of identifying the stocks and MF, which is backed up by deep dive analytics and valuation methods. I can already see the process is working well. I also feel that I am in good hands. I wish the team great success.