PLANS & SUBSCRIPTIONS

Choose How You Want to Invest

Sapphire Diversified Portfolio

Moderate & Conservative Risk Profile

~~₹29,999~~

₹19,999 / year (GST Incl.)

You saved 33%

Instant access to the complete portfolio
Portfolio of 25 quality stocks
compounders with low volatility
Designed for stability and smoother compounding
Suitable for investors prioritising balance over aggression
Insightful Research reports on recommended stocks
On–boarding for right start
Access to decision–enabling resources

Sapphire Concentrated Portfolio

Aggressive Risk Profile

~~₹39,999~~

₹29,999 / year (GST Incl.)

You saved 25%

Instant access to the complete portfolio
High-conviction portfolio of 16 stocks
Designed for investors comfortable with higher volatility
Focused on long–term wealth creation
Insightful Research reports on recommended stocks
On–boarding for right start
Access to decision–enabling resources

Refund Policy: Due to the nature of subscription, fees are non-refundable once portfolio access is granted.

Omega Advisory

Omega is MoneyWorks4Me's advisor-led, multi-asset portfolio advisory solution for investors who want expert guidance but want to stay in control of their money. It helps you align your current portfolio with your goals, risk profile, market levels and long-term wealth plan.

Personalised portfolio roadmap based on your goals, risk profile and current holdings.
Multi-asset advisory across direct stocks, mutual funds, index funds and debt/liquid assets.
Core, Booster & Amplifier equity strategy to balance stability and growth opportunities.
Quality at Reasonable Price framework for direct stock selection.
Mutual fund advice that complements your stock portfolio instead of duplicating the same exposure.
Advisor-led reviews and action guidance so your portfolio stays aligned over time.
Fiduciary, research-backed advice where you know exactly what to do next.
Comprehensive tax and legacy planning integration.

For portfolios ₹35 lakh and above

Happy Clients

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...

Vishal Kagde

Tech Startup Founder | Hyderabad

While there is tons of informatio misinformation out there for Investors - it helps to have MW4me on your side. Their analyst reports are like a fine sieve that separates the wheat from the chaff guides investors towards effective investing decisions...

Ketan khivasera

Pharma Business Owner | Surat

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...

Jahnavi Kare

Bengaluru

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About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks