What is MoneyGuru?

MoneyGuru is an online investment platform combined with a daily focal point for market data, financial news and portfolio monitoring.

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Find out more

What is MoneyGuru?

MoneyGuru is an online investment platform combined with a daily focal point for market data, financial news and portfolio monitoring.

Subscribe Now

Find out more

What is MoneyGuru?

MoneyGuru is an online investment platform combined with a daily focal point for market data, financial news and portfolio monitoring.

Subscribe Now

Pay Lower Fees


MoneyGuru only offers direct plans and charges a fee at the time of investment, unlike regular plans which pay commissions to intermediaries every year. This means your investment will outperform by several percent over time allowing you to achieve your financial goals quicker.

It's Time To Go Pro


MoneyGuru's founding DNA comes from the world of hedge funds and advising the most sophisticated investors such as governments and global financial institutions. Our expertise in fund selection and asset allocation can help your investments to outperform, while our educational tools can empower your own investing acumen.

A One Stop Shop


MoneyGuru is not just a tech solution or an investment advisory tool. Visit us every day for financial news relevant to your portfolio, to check market data or monitor your investments whether you bought them through us or not. All for free!

User Friendly Design Ethos


Our design led approach eliminates unnecessary clutter, resulting in an intuitive and easy to use service, while providing you the information and tools you need to reach financial nirvana!

Pay Lower Fees

Many of our competitors offer “free” services in the selection and rebalancing of online mutual funds. However, these services are not actually free as mutual fund companies add an extra layer of fees, which are then rebated to the distributor. These fees are levied every year even though the intermediary provides its services mainly at the time of investment. We don’t think this is fair!

Fortunately our regulator, SEBI, has required mutual fund houses to offer direct plans which do not pay these rebates and have much lower fees. MoneyGuru assists investors in selecting direct plans, whether on a standalone basis or as fully customised portfolios according to our clients’ risk tolerance and time horizon. Since MoneyGuru only charges its fee once, the difference in performance between a direct plan and a regular plan becomes increasingly large over time.

We rebalance our portfolios monthly so our SIP clients benefit automatically through monthly subscriptions, whilst our regular clients can decide with one click whether to implement these changes or not. MoneyGuru takes into account potential withdrawal fees and our own admin charges when rebalancing so as to maximise client returns. This is important to us as we measure our performance on a relative basis against our peers.

It's Time To Go Pro

MoneyGuru’s clients benefit from an approach developed by the founder from advising the most sophisticated investors on the most complex investment strategies. We believe our retail clients should also have access to such financial wisdom! Over time these techniques can provide tangible cash benefits while avoiding the inevitable banana skin or two. MoneyGuru charges its clients a small fee on the basis of this value add, rather than looking at online investing as a mere tech solution.

There are two sources of return. The first is the performance of the market itself, known as “beta” in financial parlance. This is by far the largest component of most investment strategies. However, it also represents the largest source of risk. Stock prices move around a lot, which can be of concern in the short term should markets experience sharp falls. This leads us to the second and most sought after source of return. Investors refer to it as “alpha” and is a key focus here at MoneyGuru. Alpha is the extra return achieved through better asset allocation decisions and superior manager selection.

At this level of analysis, finance is both an art and a science. Experience and intuition can be as important as mathematical and statistical analysis particularly when assessing the competence of a fund manager. In technical terms we overlay a systematic tactical strategy on top of a macroeconomic multi-factor asset allocation model. Quite a mouthful! Why not just go pro and leave the hard work to MoneyGuru?

A One Stop Shop

MoneyGuru is not simply a world class investing service. Our journalists provide summaries of the most interesting financial articles of the day as well as articles related to funds entered into the portfolio monitoring tool. MoneyGuru also displays proprietary editorial and opinion pieces on interesting topics plus educational tools on a host of financial and economic subjects.

We receive real time API feeds from the Bombay Stock Exchange so users and clients can check the value of their fund investments as well as market data such as individual stock or bond prices. MoneyGuru’s one stop shop acts as a daily focal point for all your financial needs - absolutely free!

User Friendly Design Ethos

In our view the financial service industry has lagged behind the consumer sector in providing clients a superior user experience. This is why MoneyGuru hired a London based agency called The House to lead our front end design. The House has worked with famous brands such as MTV, Heineken and Tesco. Together we have created a user experience that makes investing both fun and easy.

This does not mean compromising on security as MoneyGuru employs bank level end-to-end encryption for both data and payment processing. We also require the use of one time passwords and send clients email alerts to avoid fraudulent or unauthorised use.

Put clutter and confusion behind you by signing up to MoneyGuru today!

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Privacy Policy

Collection and Usage of Information

This Privacy Policy applies to all information that:

(1) You may provide to Us voluntarily such as name, email, contact details, etc. All information disclosed by You shall be deemed to be disclosed willingly and without any coercion.

(2) We may collect automatically from You when You access or use Our Platform. For example, We may collect Your Internet Protocol (IP) address, information about Your preferences and selection, Your browsing information, and Your usage and activity on Our Platform.

All information gathered by the Company shall be stored on servers, log files and any other storage system owned by the Company or by third parties. Additionally, information may be stored on the Company’s computers, hard drives, hard copies, etc.

You agree and acknowledge that all information gathered from You, may be used by the Company to understand Your preferences and to enhance and customize Your experience using Our Platform, to respond to Your expression of interest, and to provide better customer service. We may also use this information for communication regarding the services available on our Platform and for promotion and marketing purposes. Use of Your personal information for any other purpose shall be with Your consent.

The Company may disclose Your personal information, to the extent necessary (i) to comply with laws or to respond to lawful requests and legal process, and (ii) in an emergency to protect the goodwill of the Company, and the personal safety of the Users or any person. We may also share aggregated or de-identified information with third parties in Our discretion.

Security

The Company shall take reasonable steps to help protect Your personal information in an effort to prevent loss, misuse, unauthorized access, disclosure, alteration, and destruction. The Company assumes no liability or responsibility for disclosure of Your information due to errors in transmission, unauthorized third-party access, or other causes beyond its control.

Grievances

For any grievances related to the Privacy Policy, please feel free to write to Us at info@moneyguruinvest.com. We shall respond to all grievances lodged with Us through emails etc. and shall attempt to redress Your grievance expeditiously.

Amendments

The Company retains unconditional right to modify or amend this Privacy Policy without any requirement of notice of the same to You. This Privacy Policy was last updated on June 8th 2016. It shall be Your responsibility to check this Privacy Policy periodically for changes.