Your Partner in building Wealth and Family Legacies

Mumbai | Kolkata

Our W.E.A.L.T.H Commitment to You

At GoodMoneyMan, we are dedicated to building and protecting your financial future through our W.E.A.L.T.H promise:

Wisdom

Applying expert knowledge and insights to craft intelligent financial plans.

Empathy

Understanding your unique needs, dreams, and challenges with genuine care.

Accountability

Taking full responsibility to deliver on our commitments and act in your best interest.

Leadership

Guiding you confidently through complex financial decisions and market dynamics.

Trust

Building lasting relationships grounded in transparency and integrity.

Holistic Planning

Integrating all aspects of your financial life for comprehensive wealth management.

Order your Complimentary Book from GoodMoneyMan

The Little Book On Financial Clarity

Have you ever struggled at managing your personal finaces and investments? Have you ever wondered where to start from?

Pawan & Shivani Agarwal

Author

A Collective Compass for the Next Generation of Family Businesses

This book is a deeply personal and purpose-driven project, curated at the culmination of my post-graduation from the Family Managed Business (FMB)

Mohan Agarwal

Author

About Us

Welcome to GoodMoneyMan

Your Trusted Partner in Wealth & Legacy

At GoodMoneyMan, we believe that true wealth isn’t just about accumulating assets—it’s about creating a legacy that empowers you and your family for generations. We specialize in guiding business owners, professionals, and families toward financial independence through personalized financial planning, investment strategies, and legacy design.

Our Strong Leadership Team

Check out the Power of SIP

Featured In

What We Do Best

Mutual Funds

A mutual fund is an open-end professionally managed investment fund

Insurance

General Insurance or Non-life Insurance policies is a practical option

Tax Saving
There is more to tax saving than the exemptions available on investment
Child Future Saving

Saving for a child’s future is a key aspiration for many parents

Retirement Saving

Retirement saving is a much sought and discussed subject in our time.

PMS / AIF

Portfolio Management Services (PMS) is a customized and professionally

Client Testimonials

"GoodMoneyMan transformed my financial life. Their personalized advice and meticulous planning helped me navigate complex investment decisions with ease. I'm now on track to achieve my financial goals much sooner than expected."

Arjun R Investor since 7 years

"The team at GoodMoneyMan is like a financial guardian angel. They take the time to understand your unique needs and craft strategies that align perfectly with your goals."

Kanishka Investor since 5 years

"Working with GoodMoneyMan has been a game-changer. Their detailed analysis and strategic recommendations have significantly improved my portfolio's performance."

Rahul Investor since 2 years

Would you like to start investing with us?

With so many different options, investing with us is simpler and more straightforward than ever before.