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About Us
Money Vs ME is a proprietary brand operated by Vinny Arora, a SEBI Registered Investment Adviser (RIA) (Registration No: INA100016327). The primary motive of this practice is to provide unbiased, research-driven financial advice.
As a Fee-Only RIA, my fiduciary duty is to ensure that our advisory services are always aligned with your best interests. We operate much like your Financial Doctors, personally curating a customized plan after a meticulous diagnosis of your unique financial profile and risk threshold.
‘Most of us work for money but we believe it should be your money that works for you instead.’
At Money Vs ME, I design personalized investment frameworks that catalyze your capital growth and accelerate your progress toward core life goals. If you are seeking transparent, professional, and conflict-free portfolio guidance, you have come to the right place
Our Services
Financial Plans for Women
✓ Total Risk Assessment
✓ Entire Existing Portfolio Review
✓ Women Special Investment Strategy
✓ Insurance Planning
✓ Goal Based Plans
✓ Income-Expense Analysis
✓ Emergency Planning
COMPREHENSIVE FINANCIAL ADVISORY
✓ Comprehensive Investment Planning
> Equities/Debt/Gold/AIF’s
✓ Review of Existing Portfolio
✓ Tax Planning
✓ Retirement Planning
✓ Goal Based Planning
FINANCIAL PLANNING (NRIs)
✓ Complete Portfolio, Insurance & Tax Review
✓ Comprehensive Investment Strategy
> Equity/Debt/Gold/AIFs
✓ Tax & Insurance Planning
✓ Goal Based Planning
✓ Asset Allocation Strategies
How It Works
In layman language, we do simple things efficiently.
In the world of jargons, we follow the following 6-step holistic approach:
Complete
Risk Assessment
360-Degree
Portfolio Analysis
Matching of Goals
with Risk Appetite
In-house Research to
Design a Plan
Your Customized
Financial Plan
Periodic Review
of the Plan
Your financial plan is personally curated by our certified investment adviser to ensure highest quality standard.
Do You Know
Who We Cater To
- Salaried
- Professionals
- Self-Employed
- Retired Individuals
- NRIs
- HNIs
- SMEs
Testimonials
Sumit Sehgal
I have been following Money V/s ME for quite some time now. They understood my short term & retirement financial goals and suggested investing in different ratios in instruments like Debt MF, Gold, Equity, Equity MF. What I really liked about their services is Quick support to their customers and understanding of my Risk appetite to suggest when to book my profits. Continue Reading Sumit Sehgal
Dr Manu Chaudhary
Money Vs ME has been my financial advisor for a couple of years. They were kind enough to explain the basics of personal finance in simple terms to me and highlight the importance of timely appropriate investments in life and not getting overwhelmed with too much data out there. Thank you for all your help so far! Continue Reading Dr Manu Chaudhary
Gitanjali Singh
Very impressed with their in-depth knowledge & research and long-term advice. Helped me to sort out my finances in a simple manner. Continue Reading Gitanjali Singh
Parul Pundir
Amazed by the professionalism. The advice was curated to my needs and goals. They have helped me navigate the market that is so full of overwhelming information. My goals finally seem achievable, all thanks to MvM. Continue Reading Parul Pundir
Mayank Jindal
They have simple plans and did not bombard me with overwhelming info. Things were explained in a simple manner which helped me to maintain the right trajectory to fulfill my aspirations. They took care of retirement as well as estate planning. Continue Reading Mayank Jindal