Finance Consultancy

We help individuals, families, and businesses achieve financial independence through diversified investments, insurance, and strategic wealth management. Our approach combines certified financial expertise with behavioral insights
Who We AreFounded in 2018, The Money Stream® simplifies investing through transparent, relationship-driven Investment Planning Solutions — helping individuals and families build lasting wealth across mutual funds, insurance, bonds, AIFs, and real estate.
From wealth planning to retirement and estate strategies, we help you identify the right mix of products based on your goals and risk profile.
We disclose our commissions upfront and operate with complete transparency — ensuring your financial interests always come first.
At The Money Stream®, we provide transparent, well-researched financial products that help individuals, families, and businesses plan, protect, and grow their wealth with confidence.
Our clients’ portfolios are strategically diversified to balance growth and stability. On average, 75% of investments are allocated across growth-oriented products such as mutual funds, AIFs, and equities, while 25% are positioned in secure fixed-income and insurance-based solutions to ensure long-term financial protection.


Connect with our certified financial planner to discuss your investment goals and discover solutions tailored to your needs.
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