Schedule Your Introductory Meeting

A focused 30-minute conversation to understand your financial picture and explore how we can help.

800+

Families

₹380 Cr

MF AUM

19 Years

Experience

Cities

We at Aksha Moneyworks4u Pvt Ltd are an AMFI Registered Mutual Fund Distributor managing mutual fund portfolios worth ₹380+ Cr for over 800 families across 39 cities.

With over 19 years of experience, our team focuses on building long-term, goal-based investment portfolios tailored to your family's needs.

Your information is completely confidential and will only be used to prepare for your introductory call.

1 Your Details

2 Financial Profile

Full Name

Mobile Number

Email Address

City

Age Range

What's your biggest financial concern right now?

We'll confirm your meeting within 24 hours.

Confidential: Your financial details are used only to prepare for your call and are never shared with third parties.

Income & Employment

Occupation

Family Annual Income

Approximate Monthly Investable Surplus

Current Investments

Where is your money currently invested?

Do you have significant financial liabilities?

No significant liabilities

Yes — home loan / mortgage

Yes — multiple loans / EMIs

Meeting Preferences

Preferred Day

Preferred Time

How did you hear about us?

You're all set!

Thank you for reaching out. Aksha MoneyWorks4u team will review your profile and confirm your introductory call within 24 hours.

A confirmation will be sent to your email and our team may reach out on your mobile number to finalise the exact time.