“Failing to Plan is Planning to Fail”
At Acumoney, our objective is to make your financial life simpler. We help you visualise important milestones and chalk out a path for you to achieve them. Our aim is to help you channelise your money in the right direction and get you closer to your financial goals.
Our services come from years of experience in top global companies and are backed by key financial tools and techniques to help you create quality and comprehensive financial plans based on your specific financial needs and goals. We also help with managing your investments.
“Failing to Plan is Planning to Fail”
At Acumoney, our objective is to make your financial life simpler. We help you visualise important milestones and chalk out a path for you to achieve them. Our aim is to help you channelise your money in the right direction and get you closer to your financial goals.
Our services come from years of experience in top global companies and are backed by key financial tools and techniques to help you create quality and comprehensive financial plans based on your specific financial needs and goals. We also help with managing your investments.
Mission Statement
Our mission is to become the trusted guide on every step of financial decision making and suggest the most beneficial route to the destination of financial success. We will strive to offer sound and fair advice without any prejudice.
Guiding principles
- We start our journey with you by asking two key questions, “Where you are?” and “Where do you wish to be?”
- We suggest what kind of service you need after an in-depth assessment.
- We are not product sellers, and hence, our advice is unbiased and in the best interest of the client.
- We are completely accountable for the service we provide and aim to keep our customers satisfied.
- We are dedicated to our clients and are always accessible to them.
- We encourage feedback and suggestions as we wish to continuously improve ourselves.
How We Can Help
Whether you have just started your career or are well settled in life, financial planning could make a difference in how you lead your financial life. This is our flagship service where we help you see a bigger picture of your financial standing and prepare a customised plan aligned to your present and future goals.
With a financial plan in place, the actions to be taken around areas of Insurance, Investments and Taxes become clear. We offer advice and execution services for investments using the lowest cost options available.
We also recommend solutions around taxation aspects and insurance planning. We are also partnered with an Estate Planner to offer Will and Trust related services.
Client Experiences
Our ~12 years engagement with Neeti is a testament of how much we value the services offered by Neeti.
We are very happy with the detailed and structured analysis provided. Her advice is very practical, easy to understand and implement.
Being very approachable throughout the year makes it an enriching engagement.
Neeti Sethi has been my financial consultant and advisor since 2013. I always found Neeti sincere and prompt and managed all my transactions with minute details. She has always been extremely responsive to every one of my questions, no matter how small.
She really listens to clients,understand their plans and goes the extra mile to explain all the queries. I am extremely certain that Neeti will be the right and the best consultant to anyone seeking advice on investments etc.
I shifted to Neeti a few years back after being ‘managed’ by some of the larger wealth management firms in India. And there has been no looking back since. My only regret – I wish I had met Neeti earlier, when I had started off on this wealth creation journey of mine.
Always available, incredibly prompt, fastidious in follow up, and ever the professional, Neeti has been the bedrock of the turnaround in my portfolio, even in these incredibly scary times, that the markets are seeing. She’s been so much a stakeholder in seeing me to my goals, that it’s amusing to see her chide me to act faster too.
Our last three years with Neeti have been immensely beneficial for us to build a secure financial future.
She brought perspectives around wealth planning that we had never thought of, and her pragmatic & customised approach suited our risk appetite perfectly. She helped us think about life goals, milestones, wealth and financial planning in a way that has been transformational for us.
Trust and reliability, along with personal attention and tailored approach, has been the hallmark of our interactions with Acumoney.
The importance of financial planning and security especially for the time when I would be past my working age was something that Neeti enlightened me about. I realised how important it was to be able to maintain a certain quality of life post-retirement, provide for healthcare, medical needs etc. I have had an extremely rewarding experience with Acumoney and am so very thankful to Neeti for helping me become a lot more financially secure and comfortable.
I sincerely hope that many more would benefit from her prudent and astute financial advisory services. I think it is an asset to have them manage your portfolio and have no hesitation in recommending them to anyone who wishes for a financially secure future.
Neeti has been helping me in my financial planning and investment for more than 3 years now. Prior to meeting her, I did not have a plan in place and my spending was high due lack of proper guidance. She helped me create a financial plan and suggested suitable investments thereby helping me achieve some structure and balance in my financial life. Today, thanks to Neeti, I have a focused approach to achieving my goals and also good returns on investments.
We would trust Neeti with our eyes closed not just because of the robust returns she ensures on our investments, making timely interventions to protect against risk as well as to accelerate portfolio growth with remarkable consistency year after year, but for the life changing impact she’s had on us through her thoughtful and deep engagement across every dimension that requires monetary planning, which has helped us take critical life decisions with the security of financial assurance and control.
We’ve seen this experience being true for several friends who Neeti supports as well, and just cannot appreciate her credibility and sense of ownership enough.