Your wealth is simply a tool that, when utilized correctly, can help ensure a quality life which could be full of good life experiences, things and opportunities that matter most to you. We are out here trying to break the jitters or taboo towards money management and bring financial literacy to one and all.
Founded way back in 2002, MoneyCare Financial Planning is one of India’s pioneering financial planning practices. Being one of the pioneers, we observed the long gap in the wealth management sector as to what the clients’ requirements were and what they were being offered.
To ensure the succession of our work, we have established a Private Limited company called DHN Capital Private Limited.
This company would endeavour to act as a parallel implementation arm for MoneyCare Financial Planning
Read MoreFounded way back in 2002, MoneyCare Financial Planning is one of India’s pioneering financial planning practices.
Being one of the pioneer’s, we observed the long gap in the wealth management sector as to what the client’s requirements were and what they were being offered.
We made an honest initiation to bridge this gap to portray the client’s perspective of the industry. We have brought awareness about the relevance of wealth management and provide prudent guidance in the investment journey of an investor.
We initiated the idea of developing a fiduciary relationship with the client. So, over a period of time we have witnessed the huge impact it has created and the changes it has brought in terms of support and transparency and thus were able to contribute to the industry in our own way.
Being a boutique firm, we have designed a holistic way of approaching the financial situations, to develop customized strategies covering all the aspects which might have an impact on the financial decisions for an investor.
To become client’s most trusted partner providing customised products and advisory services through our accelerated fintech platform enabling complete financial independence.
Our client centric advisory approach aims to provide reliable data backed AI powered solutions using proprietary and third-party products enhancing client returns.
We have a good mix of C.A.s, C.F.P.s, Engineers, M.B.A.s and Graduates having 10+ years of experience in financial and management advisory.
In 2002, MoneyCare Financial Planning was started by Ms. Zankhana Shah. But the journey of MCFP started long back with her, when Zankhana was qualified as a Chartered Account in the year 1997. Being a daughter of financial expert, Zankhana learned the art of managing finances right from her early days. Her passion towards the financial markets ultimately lead her to the destiny. Therefore, she chooses her profession as a financial advisor and started working in her father’s Stock broking Firm ‘J.J. Bhabhera Stock Brokers Pvt. Ltd’ as a trader. Few years down the line, she qualified as a Certified Financial Planner (CFP) while MCFP was founded and Zankhana was one of the first female, who were a practicing financial planner with the qualification of CFP.
Throughout her journey, her work was applauded by various publications. Zankhana’s accomplishment was recognized by one of the most prestigious financial magazine – ‘OUTLOOK MONEY’ in the year 2005. She also has written for various publications such as Times of India, DNA, Economic Times, Financial Express, New Women and also for financial portals such as moneycontrol.com, idiva.com. Further, she is a member of the Capital Market Committee of Indian Merchant Chambers, one of the oldest and most respected business chambers in India and was also a faculty member to CFP® Education Providers.
