Your Anna who listens, guides, and simplifies money
MoneyAnna can help you with
MoneyAnna can help you with all of this
From your first SIP to a comfortable retirement — expert guidance for every stage of your financial life.
Portfolio Management
Most people have investments. Few have a portfolio. Anna turns scattered ₹ decisions into one coherent story built around your life.
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Mutual Funds
Picking a mutual fund shouldn't feel like a guessing game. Anna listens first, then recommends — no pressure, no jargon, no hidden agenda.
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Risk Management
A single unplanned event can undo years of saving. Anna spots the gaps in your financial plan before life finds them first.
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Fixed Income Instruments
Not every rupee needs to take a risk to grow. Anna finds you the steady, reliable options that work quietly in the background.
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Alternative Investment Funds
Beyond stocks and mutual funds lies a world most investors never see. Anna opens that door — carefully, and only when you're genuinely ready.
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Retirement Fund Management
Retirement planning isn't about the day you stop working — it's about every day after. Anna makes sure that chapter is your best one.
Learn moreWhy MoneyAnna?
MoneyAnna understands the deep need for a brotherly figure who provides security and support—especially when it comes to personal finance. Just like a big brother who’s always there for you, Anna is your reliable support in your financial journey.
Here’s how Anna understands you:
Anna’s Got Your Back
Trust is everything, and Anna values the confidence you place in him. With transparency, reliability, and a commitment to your financial well-being, he ensures that your money questions always find honest answers.
Your Money, Your Path
No two financial journeys are the same. Anna understands that your goals, challenges, and dreams are unique. That’s why he offers personalized guidance—tailored just for you.
No Money Stress, Just Solutions
Money can be overwhelming, but you don’t have to figure it out alone. Whether it’s budgeting, saving, or investing, Anna listens, simplifies, and helps you navigate your finances with ease and confidence.
WE HELP YOU GROW YOUR INVESTMENT
MoneyAnna Glossary
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A simple and transparent Investment tracking App
Anna likes simple things so are you
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A simple and transparent Investment tracking App
Anna likes simple things, so do you!
Frequently Asked Questions
MoneyAnna (S9 Fintech Pvt Ltd) is a Mumbai-based AMFI Registered Mutual Fund Distributor (ARN 172316). We help individuals and families invest in mutual funds suited to their goals — acting as a transparent, approachable guide throughout their investment journey. Think of us as your ‘Anna’ — a trusted elder who simplifies money decisions without jargon.
No. MoneyAnna is an AMFI Registered Mutual Fund Distributor — not a SEBI Registered Investment Adviser (RIA) or wealth manager. As a registered MFD, we provide incidental guidance to help you choose suitable mutual fund schemes based on your goals and risk profile. Comprehensive financial planning is a service offered only by SEBI-registered RIAs.
MoneyAnna earns a trail commission paid by the fund house when you invest through Regular plans. This is included in the fund’s expense ratio — you do not pay us separately. This commission model is regulated by SEBI and AMFI, and fully disclosed. There are no hidden charges.
Yes. When you invest through MoneyAnna, your money goes directly to the fund house (AMC) — not to us. MoneyAnna only facilitates the transaction. Your investments are held by SEBI-regulated AMCs and recorded in your name. MoneyAnna is registered with AMFI under ARN 172316.
MoneyAnna assists with: Mutual Fund Distribution (SIPs, lumpsum investments), retirement-focused fund selection, fixed income and bond guidance, Alternative Investment Funds (AIFs) for eligible investors, and risk management support including insurance. All services are provided within the scope of our AMFI registration.
Yes. MoneyAnna actively works with NRI clients — through digital onboarding, regular virtual check-ins, and dedicated awareness sessions on NRI-specific investment opportunities. A key focus area for NRI investors is GIFT City (Gujarat International Finance Tec-City), which offers a unique regulatory framework allowing NRIs to invest in internationally-structured funds and instruments with significant tax advantages. MoneyAnna hosts regular webinars and awareness sessions on GIFT City investing for NRI clients. Book a free call or register for our next session to understand what’s available for you.
A Mutual Fund Distributor (MFD) like MoneyAnna is registered with AMFI and earns distributor commission from fund houses — investments go into Regular plans. A SEBI Registered Investment Adviser (RIA) charges a fee directly from the client and is permitted to offer comprehensive financial planning. MoneyAnna is an MFD — we provide incidental guidance to assist fund selection.
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