Neeti Money | Trusted Financial Advisors in India

Your Financial Freedom
Journey Starts Here

Expert guidance for mutual funds, insurance, tax planning and wealth creation tailored for Indian investors

10000+
Clients Served
10+
Years Experience
20+
Financial Products

Our Comprehensive Services

We offer end-to-end financial solutions to help you achieve your money goals at every life stage

Mutual Funds

Expertly curated mutual fund portfolios aligned with your financial goals and risk appetite.

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Life Insurance

Secure your family’s future with tailored life insurance solutions from top providers.

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Health Insurance

Comprehensive health coverage plans to protect you from rising medical costs.

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Portfolio Management

Professional wealth management services for high net-worth individuals.

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Retirement Planning

Build a retirement corpus that ensures financial independence in your golden years.

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Tax Planning

Smart tax-saving strategies to maximize your returns while staying compliant.

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Get Expert Financial Advice

Our certified financial advisors will help you make informed decisions about your investments, insurance, and tax planning to maximize your wealth.

Free initial consultation
Personalized financial plan
No obligation quotes