Welcome to My Money Management

we provide financial guidance to organizations and individuals,
to help turn their financial goals into reality.

What we do

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Financial Planning

Financial Planning is vital for every individual who desire to secure their future and while living the best in the present. It not only gives clarity about ones current financial position but also helps planning future goals so they can be achieved. It is the only strategic and logical way to have control over your wealth and be prepared for any future contingencies.

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Wealth Management

Having your wealth managed by a professional is definitely a smart way to not only maintain what you own but also help you make more out of it. Wealth Managers are like Doctors, they take care of your wealth and also make sure that it functions in the most effective way!

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Insurance

Health is the only thing that helps us live this beautiful life. To protect ourselves from the financial burden of health uncertainties, Insurance is a must for all! It relives us from worrying about finance and instead helps us have the mental space to worry about our health.

Our Process

  1. We will first understand your goals and current financial position and get to know you better.
  2. Create an effective roadmap suitable in order to achieve your financial goals.
  3. Help you maintain your current and earned wealth and help it grow throughout.
  4. Track your wealth at every step of the way and put it the best possible use.

process

Understanding Goals
Creating Roadmaps
Wealth maintenance and growth
Wealth Tracking

Meet our co-founder

Ravi Rajpal founded My Money Management in 2005, with over 15 years of experience in the financial investment and advisory arena.

Since the past 15 years he has been living his dream - to serve individuals in the area of financial planning and which grew out of his passion to meet people. Ravi is a Qualified Registered Financial Consultant, obtained high level training from LIMRA (Life Insurance Management Research Association) & J to E (Journey to Excellence) and is also certified with Association of Mutual Funds of India (AMFI) & IRDA (Insurance Regulatory and Development Authority).

Additionally he is also a part of the Million Dollar Round Table (MDRT) since 2003, which is a premier association of financial professionals with only the top ONE percent of financial professionals worldwide based out of the US. Know More

We’ve provided financial services to clients for 20 years

Our Values and Guiding Principles:

Integrity

Always dealing with our clients and our colleagues in a fair and ethical manner; gaining trust through our actions.

Knowledge

Always dealing with our clients and our colleagues in a fair and ethical manner; gaining trust through our actions.

Service

Always dealing with our clients and our colleagues in a fair and ethical manner; gaining trust through our actions.

No. of clients
Years of experience
No of Awards