At Acumoney, we endeavour to create relationships for life, not just clients. We are a fiduciary and for us, your interest comes first.
We work closely with you as your partner to identify the challenges you are facing and devise solutions with the objective of achieving financial wellbeing and peace of mind.
Our financial plan is not just a one-time plan; it acts as a guiding roadmap for us to work together to achieve your goals. It’s a continuous process which is designed to ensure that we are keeping on track and if not, how best can we recalibrate to get back on track.
Our investment advice is honest, research based, free of conflicts and closely aligned to your plan. All parts have to move in tandem to reach one’s goals and investment is the most critical one. We do spend a lot of time getting this piece right.
A healthy financial life requires all risks to be identified and covered, a roadmap for future goals, an investment plan that can work to achieve those goals and an estate plan to prepare for the inevitable. We work with you to get all these pieces in place.
Who we are
We are professionals in the field of Financial Planning and Investment Advisory. Based out of Bangalore, we cater to clients across India and other countries. We are an Investment Adviser associated in the capacity of PAIA with Manek Financial Advisors Private Limited. Manek is a corporate SEBI Registered Investment Advisor.
Jargon free, approachable, friendly yet professional, honest, involved and solution oriented are some qualities that you can expect to experience in your interactions with us.
“The greatest satisfaction of being in this profession is being able to make people visualise what they ordinarily can’t see and then being able to achieve it together. It’s not about returns or best products, it’s about leading a life that one wants to and having enough money to do it. When we see more people going that path, we truly find merit in our purpose and work”
Neeti is a Chartered Accountant and a Certified Financial Planner (CFPCM) with extensive experience in the areas of Consulting, Banking and Financial Services. She has had work exposure in major financial hubs of Asia such as Tokyo, Singapore and Mumbai during stints with Infosys Technologies and ICICI Bank.
Neeti has over a decade of experience in personal finance and financial planning. Her mission is to work with her clients in achieving their goals and strongly believes that financial advice should be professional, unbiased, ethical and client centric. Neeti also has a penchant for teaching and has been a visiting faculty with various education providers for the CFP program.
What’s in a Name?
Acumoney is derived from the words Acumen and Money. It indicates that we strive to improve our (and your) acumen on money related matters and financial decision-making. The logo is a word mark of the name. It has a pie chart indicating that our crystal ball is the data and the dart symbolizes our constant endeavor for reaching the goal.
What else are we doing
Of all the accolades over the years, the Wise Advisor was a special one. We secured 2nd spot for our solution in the Wise Advice 2018 competition. We were judged amongst 45 of the most credible advisors in the country.
‘Demystifying Financial Planning’ session held for over 100 employees at Tech Mahindra as a part of our Corporate Outreach initiative.
A talk on Financial Planning for the senior folks at erstwhile Idea Cellular Limited.
‘Demystifying Financial Planning’ session held for employees of 3M India as a part of our Corporate Outreach initiative.
Financial Wellbeing Camp
Financial Wellbeing camp organised for employees of ACI Worldwide for creating awareness about personal financial planning.
Writing and Publications
Neeti has written in the past for Economic Times publication ‘Property Times’ on varied personal finance topics. She has also contributed articles for personal finance websites such as FirstBiz, Kotak Money Watch and Perfios.