Panel of Experts

Find A Moneygoalz Expert

Reena Saxena
Deepak Balani
Deepak Balani, Lawyer
Deepak Pande
Deepak Pande, MFD

Financial Coaching

Financial Planning

  • Setting financial goals
  • Chalking the path from where you are to where you need to go
  • Identifying gaps
  • Finding resources
  • Aligning the mindset
  • Leveraging on relationships to achieve money goals
  • Handholding on the path to financial wellness
  • Estate Planning & Wills
  • Divorce settlements thru’ mutual consent
  • Negotiations & Contracts,
  • Legal Documentation and Advisory Services
  • Cheque Bouncing Cases
  • Claims for damages
  • Drafting of legal notices
  • Vetting of legal documents
  • Debt Recovery
  • IIMI graduate, Certified Financial Planner, Guest Faculty and Senior Banking, Finance & Investment Professional
  • Expertise in Banking, Finance, Economics, Marketing and Wealth Management
  • Empaneled Council Member/Consultant/Advisor with Global

Chandra Shekhar M
M. Chandrashekhar
Akta Sehgal Malhotra
Akta Sahgal-Malhotra
Vivekh Pathak
Vivekh Pathak

Financial Planning

  • Life insurance needs analysis
  • Goal-setting and investment solutions
  • Risk Management – general insurance for Health, accident and property
  • Capital Gains calculations, Advance Tax for individuals

Mutual Fund Distribution

  • Distribution of Financial Products
  • Investment Education
  • Mentoring
  • Wo-mentoring
  • Fin-mentoring
  • Manas-Mentoring
  • Sales Training
  • Presentation Skills
  • Corporate Dressing


Certified Financial Planner

  • Designing and Execution of Investment Strategies in Mutual Funds 
  • Advanced Asset Allocation and Rebalancing for Wealth Creation and Wealth Protection
  • Retirement Planning – Bucket Strategy

Yash Seth

SEBI Registered Investment Advisor

Rakesh Sachdev


Madhupam Krishna

SEBI Registered Investment Advisor

  • Financial & Retirement Planning
  • Portfolio Review & Construction
  • Mutual Funds
  • Investment Research
  • Home Loans
  • Life Insurance
  • Term Insurance
  • Vehicle Insurance
  • Factory & Godown Insurance
  • Home & Showroom Insurance
  • Mutual Funds
  • Online Financial Planning &Wealth Management
  • Comprehensive Financial Plans, for native individuals & NRIs. 
  • India’s leading Online (Virtual) Financial Planners & Wealth Managers. 
  • Wealth managers to corporate & individuals to help with goal based investments portfolios. 
  • Wealth Creation, Wealth Management & Wealth Transfer of our clients