About Us

MONEY & more Consultants Pvt. Ltd. is a Mumbai (India) based Financial Planning Company established in 2002. With a unique approach to asset management, over the last decade, we have grown from strength to strength and broadened our horizons by adding various investment avenues, platforms, products and services to our set of offerings.

We currently have over 20 Crores of Assets Under Management and cater to more than 800 retail clients across the globe. We specialize in diversifying our client's investments into different asset classes, like

  • Stocks
  • Mutual Funds
 
  • Commodities like Gold and Silver
  • Real Estate/ Land
 
  • International Investments
  • Special Structured Products

Other Specific Offerings Include

  • Responsibility Assessment
  • Assisting for structuring insurance products
  • Loans and Liability Management
  • Compilation of Wills
 
  • Financial planning process
  • Structured Equity Products
  • My Money - A Personal Portfolio racker

Vision

To be an instrument that would help our clients catapult to Financial Freedom and setup exceptional standards of excellence in the world of Financial Planning

Mission

At MONEY & more..., our mission is to use the Biblical Principles of Financial Planning to provide a superior quality of advice to maintain Financial Stability and Freedom to all our associates........With ethical advisors and modern technology, help our investors take charge of their Financial Future.

Meet the Management

Kevin Michael (Founder, Director) & Sonali Michael

Both Kevin and Sonali Michael hail from the service industry.

Kevin Michael holds a Diploma in Hotel Management from IHM (Bangalore) and has worked in the hospitality industry for 6 years in various management capacities. But his true love has always been the kitchen.

In 2001, Kevin started his career at the bottom rung of the financial services industry, when he joined Max New York Life as an insurance agent. Thanks to the remarkable training, he decided to take up a fulltime career in this industry.

He soon realised that financial services was more than selling insurance policies. He saw a glaring need to provide excellent services to the clients who entrusted their money to planners and agents - being form the service industry, this was familiar territory.

Gradually, MONEY & more Consultants Pvt. Ltd was incorporated. Soon the portfolio of products started to expand - from Insurance to MF, MF to Stocks, Stocks to Real Estate, and now Service Software.

Kevin Michael has been a member of the Million Dollar Round Table and has several accolades in the Insurance and Mutual Fund space to his name. Along the way, he also helped setup Selvan Properties Pvt. Ltd; a company that develops Land and Real Estate products.

Our Team

We are a team of dedicated professionals, prudent asset allocation specialists and effective risk profiling mechanism experts. Together we stand out as one of the more efficient, effective and unbiased financial planning teams around.

With our associates panning across the globe, we offer one of the largest product range that our investors to diversify across.