About Money Strategy Way

Empowering financial freedom with transparency and trust

Our Story

Building Financial Confidence for Every Indian Family

Money Strategy Way was founded in 2012 with a simple mission: make financial services accessible, understandable, and beneficial for everyone. What started as a 2-person tax advisory firm has grown into a full-stack financial services company serving 12,000+ clients across Maharashtra.

We are RBI registered, ISO certified, and partner with 40+ leading banks, NBFCs, and insurance providers. Our advisors are AMFI and IRDA certified, ensuring you get compliant and best-in-class advice.

₹850Cr+

Loans Disbursed

12K+

Happy Clients
Our Mission

To simplify finance and help every client achieve financial independence through personalized, transparent, and technology-driven solutions.

Our Vision

To be India's most trusted financial partner, known for integrity, innovation, and impact - enabling 1 million families to be financially secure by 2030.

Our Values

Integrity, Client First, Transparency, Excellence, and Long-term Relationships. We grow only when our clients grow.

Our Journey

Milestones That Define Us

2012

Founded as tax advisory firm with 2 advisors

2016

Launched loan vertical, partnered with 10 banks, disbursed first ₹100Cr

2020

Expanded to wealth & insurance, digital onboarding, 5000+ clients

2026

12K+ clients, ₹850Cr disbursed, 6 verticals, Pune + Mumbai presence

Leadership

Meet Our Expert Team

Rajesh Patil, CFA
Founder & CEO

15+ years in banking, ex-HDFC Bank. Expert in credit and wealth management.

Anjali Deshmukh
Head - Tax & Compliance

Chartered Accountant, 12 years experience in direct and indirect taxation.

Vikram Singh
Head - Loans & Insurance

IRDA certified, 10+ years in insurance and mortgage advisory.