Financial Planning
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning
Financial Planning
Keeping You on right path
Life Insurance
Secure your family future
Retirement Planning
It's never too early to think about
Mutual Funds
Enjoy flexibility in to your investment
Welcome to MoneyRootz
A journey so far full of challenges, opportunities and hope. Beginning from a humble background, I have transited from a teaching career which helped me establish professionally laying a foundation to a strong social status to extending it to the financial industry eventually. All along, the very thought of helping others and sharing knowledge was always at the core. Today, I run a successful Financial Advisory firm offering a range of products suitable for any person’s life stage.
Learn MOREOur Services
Insurance Planning
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Retirement Planning
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to Manage the expenses.
Financial Planning Tools
Testimonials
I, Mrs. Mohini Chaudhari is really grateful to have a financial advisor like Mr. Pradeep Chaudhari … (Founder MoneyRootz.) with my family. His advice is always helping and very very beneficial for my family. We are totally dependent on MoneyRootz for our investment. Where we get Genuine, without bias advice not only for wealth but also for entire life. Thank you MoneyRootz.Mohini K. Chaudhari Teacher
It is a very beautiful experience with MoneyRootz. I am investing since last 10 yrs. under the guidance of MoneyRootz. Their way of taking care of clients is really appreciable. Staff is very sincere feel like family You can trust blindly for your hard-earned money to invest here.Mr. Jaigovind Singh DY Executive Engineer - MSEDCL
First of all, while we enter the office a respected friendly greeting from the staff makes me think I have come to the right place. Where I can make a safe investment planning under the guidance from Mr. Pradeep Sir always a smile and best guidance on how to manage my hard-earned money invested in better growth makes well satisfied.Sameer Das
MoneyRootz is Very professional & excellent in service. Genuine, detail-oriented, and patience to explain policies details clearly. Mr. Pradeep sir is a gem person. I personally like his way of keeping that connection with his clients, constantly checking-in how their well-being, and recommending policies that suits their needs. He explains to you about financial goals / planning from very basic so even a person without a financial background is easily understood. The staff is very co-operative, humble and prompt with their services. I will Highly Recommend MoneyRootz to achieve goals and dreams. Thank you to the team of MoneyRootzAmar Dialkar IT Engineer
The way Pradeep Sir explain each and every point about Investment and taking care of minute things, I am very clear about my investment and very impress about the system and of taking care of their clients. Staff is also very caring and cooperative. Thank you, MoneyRootz for your Transparent guidance.Kishor L Chaudhari Air India
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