Why Choose Neeti Money
Client-First Approach
Your financial goals are our top priority. We take time to understand your unique situation before recommending any products or strategies. No cookie-cutter solutions - only personalized financial planning.
Transparent Pricing
No hidden charges or surprise fees. We believe in complete transparency about how we're compensated and how that affects your investments. Our fee structure is simple and upfront.
Ethical Advisory
We recommend only what's suitable for you, not what earns us the highest commission. Our advice is based on your risk profile, financial goals, and time horizon - not our bottom line.
Minimal Documentation
We only ask for what's absolutely necessary. No fishing for unnecessary personal information. Our processes are designed to respect your privacy while meeting compliance requirements.
Long-Term Relationships
We measure our success by your financial well-being over years, not by quarterly sales targets. Our clients stay with us because we grow with them through life's financial journey.
Technology-Driven
Secure platforms, digital processes, and paperless transactions wherever possible. We leverage technology to make financial management simpler and more accessible for you.
"At Neeti Money, we believe financial advisory isn't about selling products - it's about building trust. That's why we follow the Zerodha philosophy of putting client interests first, even when no one is watching."
Our Zerodha Ethos
Having spent 5 formative years at Zerodha, India's most trusted financial services platform, we've internalized their uncompromising approach to ethics and transparency.
At Zerodha, we learned that sustainable businesses are built on trust, not short-term gains. We follow their principles of minimalism - no unnecessary products, no pushy sales tactics, and no information hoarding.
The Zerodha culture taught us that compliance isn't just about checking regulatory boxes - it's about doing what's right for the client, even when it's not the most profitable option.
We Don't Spam
Unlike many financial services providers, we respect your inbox and your time. You'll never receive unsolicited investment tips, promotional messages at odd hours, or pressure to invest in products you don't need. Our communication is purposeful, timely, and always opt-in. We believe quality advice speaks for itself - it shouldn't need aggressive marketing.
"We ask only for what's essential. No fishing for unnecessary personal details. No pressure to share information you're uncomfortable with. Just straightforward financial advice with the dignity and privacy you deserve."