Providing Investment Solutions
Every unique financial problem can be solved by using simple investment solutions
Serving 160+ clients
Managing 13+ Cr AUM
OUR SERVICES
Planning all your insurance needs including life, health, personal accident, motor and others
Tailored investment solutions for your future by AMFI registered experts
Your financial future expertly managed by combining risk management with financial planning
ABOUT US
At Investing My Money, we recognize that financial education in India often takes a backseat. While many are skilled at earning income, the knowledge to effectively convert that income into lasting wealth is lacking. Our mission is to bridge this gap. With our experience of more than a decade, we lay out all the tools for you to become financially independent. We empower individuals to make informed decisions that help transforming your earnings into enduring wealth.
What to expect
At our core, we believe that building trust is paramount. We go above and beyond to ensure our clients feel secure because we know that we are managing their hard-earned money. It's not just about finances; it's about fostering lasting relationships based on integrity and transparency.
Understanding our clients and their risk-taking capacity is the first crucial step in our financial approach. We believe in covering all aspects of finances, not just focusing on saving money. In the long run, true wealth is built by effectively managing risk while simultaneously increasing returns. This holistic perspective allows us to create tailored strategies that align with our clients' financial goals.
Shivam Gupta, 34
Chartered Accountant
“Being a CA, I always thought that I could handle my investments myself. But being associated with IMM has made taking investment decisions a breeze. All I have to do is call them and investments for me and my family are taken care of"
Rahul Mantri, 29
Senior Associate, Cyril Amarchand Mangaldas
"Disha from IMM has been my financial advisor for over 5 years and her services have been nothing less than phenomenal. Apart from informing me about new investment opportunities, she has been able to keep my portfolio steady consistently. What makes her the best is her absolute honesty and transparency. With her, I know that my investments are in secure hands"
Richa Agarwal,37
Owner, Her Closet
“I've been thrilled with my experience investing with IMM. The returns have consistently exceeded my expectations and the support from them has been exceptional. With transparent communication and reliable results, I wholeheartedly recommend them to anyone looking to grow their wealth through smart investments”
Our Partnerships
