Welcome Moneyguides

If you’re looking for a financial advisor near your location to help you achieve and maintain financial independence, we are here to help. Our experienced team of professionals with diverse backgrounds takes pride in assisting our clients with their Financial Management needs. We deliver technical competency, empathy for clients, multi-generational planning, and customized services in the areas of investment management, financial planning, and tax all within a culture of compliance. Moneyguides have come to a mission exclusively assisting our Financial Partner’s plan the Right Financial Planning for the people efficiently to maintain and implement investment strategy that meets their lifetime financial goals at this digital age.


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Happy Clients

Our Service

Moneyguide Direct

Stop collecting mutual funds & start investing wisely. Though we understand that you can invest on your own, a RIGHT ADVICE can help you reach your goals & also stop you from experimenting with your hard earned money.

Financial Health Check

Financial Diagnosis will help you to understand your present financial situation & take corrective actions to meet your financial goals

Portfolio Management

Get Professional & Unbiased Advice on your existing Investment Portfolio

Complete Financial Planning

Complete 360 degree analysis of your finances, from budgeting to estate planning , take complete control of your Financial Life

Why Moneyguides

Mobile App

Save Time and Efforts

Online KYC

Paperless


  • Get Smarter and Wiser
  • Finance Solution For Lifetime
  • Everything on Finance in one place
  • Make Informed Financial Choice

How It Works

Register

Register for the best suitable service of your choice & make payment

Data Gathering

Share information regarding your Goals and requirements through online form

Risk Profiling

Complete your Risk Profiling to enable us to design the right solutions

Financial Plan

We will prepare and share your Financial Plan & explain the same in detail

Plan Implementation

Post answering your queries we will help you implement the Action Plan

Mobile App

We will register you on our mobile app for tracking and monitoring your goals & investments

Our Team

Our team is like a family, and for years we have been growing organically to meet the needs of our customers. We love what we do, and try to have a little bit of fun while doing it.



Live Support

An award-winning, highly trained support team is available to help answer your important MoneyGuide questions. Our unmatched level of service and support ensure that you get the most value from your subscription and its complimentary.

Contact Us

Our Address

WEALTHPRO TECHNOLOGIES PVT.LTD

425/39, 7th floor, 11th cross, Wilson Garden

Bangalore-560027

Call Us

+91-7795183795

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