Personalised multi-asset investing, tailored for you
At MONEYYD, we combine bottoms-up, stock-level research with dynamic asset allocation—actively monitoring and rebalancing your portfolio to maximize returns while keeping your cash needs covered
About Us
Raghav Jhanwar, Founder – MONEYYD* CA with 8+ years of experience. Ex-EY
* Investing and managing money full-time since 2019
* Works with advisors from top institutions (IIM A, XLRI)We bring clarity and insight to wealth management for clients who value discipline, research, and trust. At MONEYYD, we manage our own money along with our portfolio—responsibly, analytically, and with a long-term view
Why Moneyyd?
* Rigorous Fund Research: We delve deep into fund-level analysis, selecting investments with strong performance potential and solid fundamentals* Multi-Asset Diversification: We blend equities, debt, gold, foreign assets and other asset classes to balance risk and capture growth opportunities* Dynamic Investment Strategies: We tailor timely investment and withdrawal plans to match market trends and client goals* Downturn Protection: We stress-test portfolios and adjust allocations to protect wealth during market declines while capturing upsides in recovery* Personalized Responsiveness: We provide attentive, timely communication and adapt strategies quickly as your needs or market conditions change
Our Services
* Portfolio Advisory: Portfolio design and fund selection across equity, debt, hybrid, international, gold, and thematic strategies* Goal-Based Investment Planning: Retirement, children’s education, wealth transfer, or passive income planning—customised plans based on your priorities* Multi-Asset Allocation: Combining equity, debt, gold, and other assets dynamically, based on macro conditions and personal goals* Crisis-Resilient Portfolios: Use of counter-cyclical assets (like gold/silver, arbitrage, international funds) to manage drawdowns during uncertain times* Tactical Sector Plays (if needed): When fundamentals align, we tactically recommend allocation to promising sectors like BFSI or commodities—but never at the cost of your core plan* Exit & Liquidity Planning: Withdrawal strategy that ensures you always have access to money when you need it—tax-efficient and impact-minimizing
