Expert guidance for mutual funds, insurance, tax planning and wealth creation tailored for Indian investors
We offer end-to-end financial solutions to help you achieve your money goals at every life stage
Expertly curated mutual fund portfolios aligned with your financial goals and risk appetite.
Learn moreSecure your family's future with tailored life insurance solutions from top providers.
Learn moreComprehensive health coverage plans to protect you from rising medical costs.
Learn moreProfessional wealth management services for high net-worth individuals.
Learn moreBuild a retirement corpus that ensures financial independence in your golden years.
Learn moreSmart tax-saving strategies to maximize your returns while staying compliant.
Learn moreOur certified financial advisors will help you make informed decisions about your investments, insurance, and tax planning to maximize your wealth.
Who We Are: Neeti Money is a trusted financial advisory platform founded by Dipesh Majumdar, an AMFI Registered Mutual Fund Distributor (ARN-327447) and NISM Certified Investment Advisor. With over a decade of experience and a track record of serving more than 10,000 clients across India and globally, Dipesh brings a unique blend of expertise and a deep commitment to ethical practices, inspired by his formative years at Zerodha. Our name, "Neeti," from Sanskrit, signifies "moral conduct" and "the right path," a philosophy that underpins every piece of advice we offer.
We provide comprehensive financial solutions, acting as your single point of contact for all wealth management needs. Our services span expertly curated Mutual Fund portfolios from over 40 AMCs, tailored Life and Health Insurance plans from 20+ providers, Fixed Deposits, NPS, PMS, and strategic Tax Planning. We believe in "Advice Before Products," meaning we first understand your unique goals and risk profile before recommending any financial instruments. Our commitment is to "Transparent Pricing," ensuring you always know how we're compensated, and fostering "Continuous Partnership" that measures success in decades, not just quarterly returns. We leverage technology to simplify processes, ensuring secure, paperless, and efficient financial management, always respecting your privacy and time without resorting to unsolicited communications.
"At Neeti Money, we don't chase market trends—we build financial legacies. Every recommendation follows our three-fold test: Is it ethical? Is it suitable? Does it move the client toward their definition of wealth?"