Navigate with Expertise, Achieve with Excellence

"At Money Yatra, we're dedicated to empowering individuals and businesses on their financial journey. With expertise and personalized strategies, we navigate complex landscapes to deliver exceptional results and foster long-term success."

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Associate Partners

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Business Associate

Partnering with JM Financial, a trusted name in the financial industry, we offer seamless access to top-notch brokerage services. Together, we provide tailored solutions, empowering individuals and businesses to navigate the financial markets with confidence and achieve their investment goals.

Director

Mr. Vivek Jain

Vivek Jain is the Director at Money Yatra Associates LLP. He has an overall experience of 25 years in the investing industry and is known as NIVESH GURU. He currently manages 500 Cr of Equity & 125 Cr of Mutual Funds. He is the investment expert responsible for managing Mutual Funds, Equity & Portfolio management services on behalf of client’s appetite. For That, He does extensive research. His goal is to generate better returns than the benchmark and possibly the peers.

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Our Mission

Guiding Your Journey to Financial Empowerment and Success

"At Money Yatra, our mission is to empower individuals and businesses by providing personalized financial solutions, driving sustainable growth, and fostering financial literacy for a brighter future."

Experienced Professionals

A team of seasoned experts with extensive industry knowledge and proven track records.

Client-Focused Approach

Prioritizing client needs, satisfaction, and success through personalized service and attentive collaboration.

Commitment to Excellence

Dedicated to delivering exceptional results through diligence, expertise, and relentless pursuit of quality.

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Our Vision

Our Vision for a Brighter Tomorrow

To create value for our customers and maintain it over the long-term.

To provide unique and high quality financial Services.

To meet the needs of customers in simple, flexible and creative ways.

To provide our investors with sound investment advice, drawing on the strength of our experience and knowledge, while keeping abreast of the latest financial sector developments.

To maintain a strong work culture by attracting and rewarding high quality staff, and motivating them to provide high quality and competitive Services.

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