MoneyWorks4Me

Your investing dashboard

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Your Risk Profile: You need Risk Profiling

Market snapshot Date - 11 Sep 2026
Bse Sensex 74,782 120.83 -0.16 %
Bse 150 MidCap 16,859 59.38 -0.35 %
Bse 250 SmallCap 7,226 35.26 -0.49 %
Make this dashboard personal in three steps Complete these once. Your alerts, research and next actions become relevant to you.
Your first step

Turn scattered holdings into one clear portfolio verdict.

Import your stocks and mutual funds once. See whether your portfolio is healthy, sensibly valued, diversified and capable of funding the future you are investing for.

Portfolio health Risk & concentration Performance vs benchmark Asset allocation
No portfolio yet? Add holdings manually and build it gradually.
Give your money a purpose

Goals make investing decisions easier.

Know the corpus you need, the time available and whether your current investments and SIP are enough to get you there.

Goal corpusRequired SIPProgress tracking
Plan My Goals
Retirement readiness checker

Will your money outlive you?

Estimate your retirement corpus, identify the likely shortfall and know how much more you need to invest—before time becomes the constraint.

Retirement corpusIncome after workShortfall & action
Check My Retirement Readiness

Continue where you left off.

Recently Viewed

Q–V–PT: Quality, Valuation and Price Trend help you evaluate an idea from three different angles.

Markets Today

Company
Rating
CMP
Change(%)
Day's High
Day's Low
View market movers
Tools that answer different questions

Make the next decision with less guesswork.

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Advisory journeys

For growing wealth, the right level of partnership matters.

When wealth becomes meaningful, product selection alone is not enough. Some investors need disciplined portfolio management. Others need a broader family architecture across asset classes, generations and decisions.

Sapphire Portfolio

Direct Stocks Advisory
Best suited for

Long-term investors who want to own stocks directly and execute independently, but need research, allocation and Buy/Hold/Sell clarity.

What you get
  • Ready-to-follow diversified or concentrated portfolios
  • Buy, Hold and Sell guidance with recommended allocation
  • Research notes covering quality, valuation and risks
  • Dashboard, monitoring alerts and portfolio briefings

Omega Advisory

Fee-only Personalised Advisory
Best suited for

Investors who want professional planning and portfolio advice without giving up involvement or control.

What you get
  • Financial planning and goal definition
  • Review of existing holdings and customised portfolio construction
  • Direct stocks, mutual funds and other suitable asset classes including diversified global and private equity exposure
  • Advisor-led monitoring, rebalancing and periodic reviews
TEDx talk by Raymond Moses

Empowering the Billion: Unleashing India’s Financial Potential

Why income alone does not create wealth—and how goals, surplus, sensible returns and time can.

A practical investing guide by Raymond Moses

Investing should build your wealth, not your stress. Start with the right system.

Good investing starts with clarity about your goals, disciplined use of your surplus and realistic return expectations. This book simplifies that journey to help you invest with confidence and let compounding work over time.

A 5-Step Journey to Financial FreedomHow the Heck to Invest and Reach Nirvana
RAYMOND MOSES
Free guides

Learn enough to act with confidence.

Explore all guides

Your portfolio should become more useful every time you log in.

Import stocks and mutual funds to unlock your Portfolio Verdict, relevant research, risk alerts and personalised next actions.