AMFI Registered Mutual Fund Distributor
Grow Your Wealth with Confidence
Comprehensive financial planning & mutual fund solutions for professionals, families, and retirees. Partner with clarity and discipline.
500+
Happy Families
₹25 Cr+
Assets Managed
10+ Years
Expert Experience
Our Process
Personalised Financial Solutions
We guide you through every step of your investment journey with clarity, discipline, and expert support
1. Personalised Mutual Fund Advice
We analyse your income, goals and risk tolerance to recommend mutual funds that fit your financial journey.
➡️ Tailored recommendations
➡️ Invest with confidence
2. SIP Planning & Management
We help you set up and optimise Systematic Investment Plans (SIPs) that suit your cash flow and goals.
➡️ Smooth, disciplined investing
➡️ Stress-free wealth creation
3. Goal–Based Wealth Planning
Plan for life goals like children’s education, home purchase, and retirement with a clear timeline.
➡️ Roadmap for every goal
➡️ Priority-aligned investing
4. Portfolio Review & Rebalancing
We regularly check and rebalance your portfolio to keep it aligned with goals and market conditions.
➡️ Stay on track
➡️ Avoid over-exposure
5. Complete Support & Handholding
From account setup to transaction tracking and support — we guide you at every step of the journey.
➡️ Hassle-free experience
➡️ Clarity at every stage
Founder & Advisor
Meet the Expert
Rashmi – Mutual Fund Distributor & Financial Planning Guide
Expertise built on clarity and discipline
With over 10 years of experience in the financial services field, Rashmi is committed to helping families build long-term financial stability through disciplined mutual fund investing.
After a successful 13-year corporate career as a Project Manager at Infosys, she transitioned into financial services to pursue her mission of empowering individuals to make informed investment decisions.
An AMFI-certified Mutual Fund Distributor, Rashmi combines analytical expertise with a structured, goal-based approach. She assists investors in selecting suitable mutual fund schemes aligned with their financial goals, risk appetite, and investment horizon — while offering ongoing support and portfolio review to keep them on track.
Common Queries
Frequently Asked Questions
Get in Touch
We guide you through every step of your investment journey with clarity, discipline, and expert support
© 2024 Money To Life. All rights reserved.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance may or may not be sustained in future.