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Tejal Gandhi | Money Matters India | MumbaiTejal Gandhi | Money Matters India | Mumbai

Tejal Gandhi

Money Matters India•Mumbai
Grant Road,
Mumbai, 400008
Grant Road, Mumbai, 400008
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About

Over three decades in financial services have taught me one thing: real money management begins with listening. After 13 years with Standard Chartered Bank, I started my own practice in 2002 to help people make sense of money and make the right financial decisions that fit their lifestyle and needs. I had seen firsthand how financial decisions, especially during moments of change, could either empower or overwhelm. I wanted to be the kind of guide who brings clarity, not confusion. Over the years, I have worked with individuals and families facing retirement, job changes, health issues, inheritances, and other life transitions. No two journeys are the same. That’s why we focus not on trends or products, but on what truly matters to you. We believe money is not just about returns. It’s about peace of mind, choice, and security. If you are seeking unbiased financial guidance rooted in experience and empathy, let’s start a conversation.

Practice at a glance

25
Years of Experience
100
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Global Investing
Mutual Funds
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Tejal Gandhi.

30 Minute Q&A — Ask Me Anything