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About Us

ABOUT THE MONEY STREAM®

Strategic Financial Planning Built on Trust and Expertise

At The Money Stream®, we believe in data-driven financial decisions shaped by real-world experience. Our process combines expert analysis, transparent recommendations, and personalised strategies to help clients achieve measurable financial progress. We actively monitor portfolios, refine performance, and adjust investment plans to stay aligned with evolving goals and changing market conditions.

Investment Planning

90%

Wealth Management

80%

Insurance & Risk Planning

75%

Tax & Estate Solutions

80%

WHY CHOOSE US

Take Action Toward Smarter Financial Decisions

At The Money Stream®, we combine deep financial expertise with client-first strategies to deliver transparent, goal-based investment solutions. Whether it’s wealth creation, protection, or planning for the future, we ensure your money works as hard as you do.

Proven Expertise

Led by Pothnis Ramachandra Rao, CFP®, we bring years of hands-on experience across banking, insurance, and investment management.

Thoughtful Solutions

Every recommendation is data-driven, goal-oriented, and tailored to your financial needs and comfort level.

Secure Investments

We partner with regulated institutions to ensure your investments are protected, compliant, and growth-focused.

Sustainable Growth

Our client relationships are built for the long term — ensuring continued monitoring, rebalancing, and consistent results.

Plan Smart, Live Confident!

Any questions? Call us today 97390 96718

Meet Our Founder & Team

Experienced. Certified. Client-Focused.

Our strength lies in people who combine financial expertise with a deep understanding of client goals — ensuring every investment decision is guided by trust and insight.

Pothnis Ramachandra Rao, CFP®

Founder & Certified Financial Planner
AMFI Registered Mutual Fund Distributor

With over a decade in the BFSI industry, Ram brings a holistic approach to financial planning — blending investment expertise with behavioral finance principles to guide clients toward lasting wealth and security.

Veena Patil

Financial Educator & Outreach Lead

Veena is a financial educator with experience across commercial and academic institutions. She is passionate about helping women build confidence in personal finance.

Anita Jayakumar

Head — Life Planning & Personal Growth

A multi-skilled professional and Qualified Life Planner, she brings deep expertise in human potential. Her approach blends self-regulation practices with strong financial prudence.