A little less money stress. A little more clarity. Your free 30-minute call starts here.
YOUR ANNA. YOUR FINANCIAL CORNER.

Big money questions? Start with a small conversation.

From your first SIP to the life you want after retirement — sit down with an Anna who listens, understands your priorities and makes the next step simpler.

Book my free 30-minute call
No sales pressureNo obligationJust a conversation
COME AS YOU ARE

Bring your questions.
Anna’s listening.

You don’t need to have it all figured out.

MoneyAnna’s original Anna character in a traditional veshti, ready for a conversation


    30 MINUTES. ALL ABOUT YOU.

    Let’s make time
    for your money questions.


    Request a free consultation. Share a convenient time and Anna’s team will confirm the appointment.






    Your details are shared securely with the MoneyAnna team.

    Since 2011A journey built on trust
    1,000+Families guided
    30 minutesYour first call, on us
    AMFI Registered MFDS9 Fintech Pvt. Ltd. · ARN 172316
    01 / DOES THIS SOUND FAMILIAR?

    You don’t need all the answers.
    You just need a place to start.

    There’s no “silly” money question here. Start with the one that’s been on your mind.

    MAKE SENSE OF THE PRESENT

    “I’ve invested in a few things.
    Do they fit together?”

    Bring your existing investments into the conversation and understand how they connect to your goals.

    TAKE YOUR FIRST STEP

    “I want to start investing.
    Where do I begin?”

    Talk through SIPs, mutual funds and the basics without feeling overwhelmed by jargon.

    LOOK TOWARDS TOMORROW

    “Will my money support
    the life I want later?”

    Make room to discuss retirement priorities, your time horizon and the next questions to explore.

    Something else on your mind? That’s a good place to start, too
    02 / DIFFERENT NEEDS. ONE FAMILIAR ANNA.

    Your financial life has many parts.
    Let’s talk about yours.

    Begin with your needs. Explore the products, choices and risks that deserve a closer look.

    MoneyAnna mutual fund illustration01

    Mutual funds
    & SIPs

    Make sense of fund choices, SIPs and lump-sum investing in relation to your goals and risk profile.

    Talk about mutual funds
    MoneyAnna investment portfolio illustration02

    Your existing
    investments

    Understand the bigger picture behind your investment decisions and the questions to ask next.

    Discuss my investments
    MoneyAnna retirement illustration03

    Retirement
    goals

    Explore retirement-focused fund choices with your time horizon and future priorities in mind.

    Talk about retirement
    MoneyAnna fixed income illustration05

    Fixed income
    & bonds

    Understand fixed income options, including their credit, liquidity and interest-rate risks.

    Explore the options
    MoneyAnna alternative investments illustration06

    Alternative
    investments

    For eligible investors, a conversation about AIFs, suitability, complexity and the risks involved.

    Understand alternatives
    Product options are subject to eligibility, suitability and applicable terms. No investment returns are guaranteed.
    FAMILIAR WARMTH. THOUGHTFUL CONVERSATIONS.

    Money feels easier
    with an Anna by your side.

    The original MoneyAnna character welcoming visitors with a namaste
    A LISTENING EAR, BEFORE THE NUMBERS.
    03 / THE ANNA PROMISE

    Guidance, not guilt.
    Clarity, at your pace.

    A person who listens first.

    Your goals, responsibilities and concerns set the direction for the conversation.

    Money, in plain language.

    Understand what’s being discussed. Ask again. Take your time. You should leave with more clarity.

    Transparency is part of the relationship.

    MoneyAnna distributes Regular Plans and earns commission from fund houses. You deserve to understand costs and risks.

    Meet your Anna, over a call
    TEAM MONEYANNA

    Real people.
    In your financial corner.

    Meet the people behind your financial journey — the MoneyAnna team bringing a personal touch to every conversation.

    Varad Khandekar, Assistant Director at MoneyAnna

    Varad Khandekar

    Assistant Director

    Rohit Lokhande, Equity Research Analyst at MoneyAnna

    Rohit Lokhande

    Equity Research Analyst

    Kavita Ghadge, Head of Operations and Insurance at MoneyAnna

    Kavita Ghadge

    Head of Operations and Insurance

    Your first step is a conversation. The team will help arrange a convenient time.

    Book a free 30-minute call
    04 / YOUR FIRST CONVERSATION

    Three small steps.
    A clearer starting point.

    A simple request, a time that works for you, and room to ask what matters.

    STEP 01

    Tell us what’s on your mind.

    Share your contact details, the topic you’d like to discuss and a preferred date and time.

    STEP 02

    Let’s find a convenient time.

    Send your request through WhatsApp or email. The MoneyAnna team will coordinate and confirm your appointment.

    STEP 03

    Have your 30-minute conversation.

    Bring your questions. Anna will listen, explain and help you understand which next steps are worth exploring.

    A RELATIONSHIP, SINCE 2011

    Behind the numbers,
    there’s always a family.

    MoneyAnna grew from a simple belief: money conversations should feel approachable. What began as a small partnership in 2011 now supports a community of over 1,000 families.

    Read the MoneyAnna story
    “People deserve guidance,
    not guilt.”
    Prasad ShettyDirector, MoneyAnna

    Listening without judgment. Explaining with patience. Keeping the family behind every decision in view.

    BEFORE WE SAY HELLO

    A few questions.
    A little more clarity.

    Know what to expect before your first call.

    Ask Anna directly
    Is the first consultation really free?

    Yes. MoneyAnna offers a free 30-minute introductory call. There is no obligation to invest. Use the time to discuss your questions and understand how the team may help.

    What should I prepare for the call?

    Start with the questions on your mind and an idea of your goals. You can discuss your existing investments if relevant. Please do not send account passwords, OTPs or sensitive documents through the appointment form.

    Does selecting a time confirm my appointment?

    No. Your selected date and time are preferences. After you send the request, MoneyAnna’s team will contact you to confirm availability and the appointment details. Times shown are in Indian Standard Time.

    Is MoneyAnna a SEBI-registered investment adviser?

    MoneyAnna is the brand of S9 Fintech Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN 172316). It is not a SEBI-registered Investment Adviser. Guidance incidental to mutual fund distribution is provided within that scope.

    How does MoneyAnna earn money?

    MoneyAnna earns trail commissions from fund houses on investments through Regular Plans. These are reflected in the fund’s expense ratio. Direct Plans are available from AMCs with lower expense ratios. Discuss all applicable costs before investing.

    Can NRIs book a conversation too?

    Yes. MoneyAnna works with NRI clients through digital onboarding and virtual conversations. Choose “Investing as an NRI” in the form. Eligibility and available options depend on your circumstances and the relevant product rules.

    ONE CONVERSATION CAN BE A GOOD BEGINNING

    Let’s start with you.
    The money can follow.

    You bring your questions. Anna brings a listening ear.
    Take the first step with a free 30-minute call.

    Book my free consultation No pressure. No obligation. Just clarity.
    Book a free 30-min call
    Handwritten client feedback

    Your conversation starts here.

    Review your request below, then send it to MoneyAnna using WhatsApp or email.

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