Who are we?

Since its inception over 15 years ago, MoneyWorks4Me has been a fiduciary research and advisory firm committed to helping individual investors succeed.

We have refined the 'Partner-with-Expert' approach to investing and developed the tools and insights that give you both a research and behavioural edge—ensuring the wealth compounding formula works for you at its highest potential.

Schedule a Consultation Call Now!

What is Omega?


Omega by MoneyWorks4Me isn’t just another portfolio advisory. It’s a powerful alliance between your goals and our expertise. As fiduciaries, we’re not here to sell. We’re here to serve—with research-driven strategies, personalized advice, and a disciplined investment process designed to deliver real results.

With Omega, you gain access to cutting-edge tools, deep market insights, and a trusted partner who helps you build wealth the right way—long-term, sustainable, and fully in your control.

OmegaByMW4Me

Why Do We Exist?


To empower fellow Indians to invest wisely, build wealth, and achieve their goals!

What do we value the most?


abt-client-success

Client Success


abt-simplicity

Simplicity


abt-integrity

Integrity


Our History


MoneyWorks4Me was not born out of a grand plan, but a personal experience.
In 2008, after receiving poor advice and disappointing outcomes while investing in mutual funds and ULIPs through a reputed MNC bank, our founders—who had been running a business consulting and training firm in Pune since 2000—recognized a pressing need: to make wealth creation through investing both safe and simple for retail investors like themselves.

The journey turned out to be more challenging than expected. Simplifying equity investing and making it truly safe proved to be complex. The market's extreme swings—from despair to euphoria—posed constant tests, but also offered valuable opportunities to refine and validate our investment models.

Over time, MoneyWorks4Me has continuously evolved its approach and solutions to meet the diverse needs of individual investors. With the launch of Omega, our premium investment advisory service, we’ve delivered on our founding promise: to make investing Safer, Smarter, and Simpler.

OmegaByMW4Me

What We Do—and Why It Matters


Most people invest without a clear plan. They chase returns, follow trends, and hope things work out. But hope isn't a strategy—and it rarely leads to success. That’s why we start where it truly matters: with your goals.

Using our proprietary financial planning tools, we work with you to define what you want your money to achieve. Then, we design an investment plan that makes smart use of your current assets and future savings—balancing risk and return to help you reach your destination.

Once your financial direction is clear, we build your portfolio from the ground up. Whether you’re starting with fresh capital or an existing set of investments, we analyse everything, filter out the noise, and create a future-ready portfolio tailored to your needs.

We combine the collective wisdom of our investment experts with a powerful tech stack to craft a portfolio that aligns with your goals and adapts to market realities.

Markets change. Your life changes. And when they do, your portfolio should too. That’s why we actively manage your investments—always keeping your long-term objectives front and centre. We monitor performance, assess risks, and replace underperformers with better opportunities. We don’t chase momentum. We stay anchored in fundamentals. With Omega, your portfolio remains strong, smart, and one step ahead.

Our Team


Our Founders

Raymond Moses

Co-founder

Raymond Moses, a Chemical Engineer from IIT Kanpur, brings 40+ years of experience working with HUL, Castrol and business consulting. His career journey—from running factories to leading sales and marketing, consulting industry leaders, and analyzing businesses—has shaped his deep understanding of what drives business success.

After bad experience of investing through services of an MNC bank, in 2008, he with his cofounder, established MoneyWorks4Me to empower retail investors with research and behavioral guidance. Passionate about financial freedom, he authored How the Heck to Invest and Reach Nirvana, guiding investors toward wealth creation.

Raymond Moses

Sreeram Thiagarajan

Co-founder

Sreeram Thiagarajan, a graduate from REC Trichy and an MBA from IIM Ahmedabad, brings over 37 years of experience in sales, marketing, training, and consulting. His career spans roles at Castrol, First Energy, and co-founding The Alchemists Ark in 2000, a company focused on business transformation through consulting and training.

After a poor investment experience in 2008, Sreeram, alongside his co-founder, founded MoneyWorks4Me to make wealth creation accessible and transparent for retail investors. Sreeram’s expertise in understanding businesses and clients plays a crucial role in shaping MoneyWorks4Me.

Sreeram Thiagarajan

Our Team Leaders

Atharva Bhide

Principal Officer

Atharva is a CFA® charterholder from the CFA Institute, USA, and holds a BE in Production Engineering from Mumbai University. He leads a team of advisors dedicated to partnering with clients on their journey to financial freedom through successful investing. He is committed to building lasting partnerships, creating generational wealth, and safeguarding family legacies.

Rupesh Raj

Manager- Client Success

He has a PGDM in Finance, has been with MoneyWorks4Me for over nine years, leading a team of Investment Counselors and Advisers. He believes equity investing accelerates financial freedom like no other asset. Committed to his clients’ success, he treats their challenges as his own until resolved.

Jeet Shah

Senior Equity Research Analyst

Jeet has over seven years of experience in equity research and investment advisory, with roles at Axis Capital, IIFL Securities, and Motilal Oswal. He now leads a team of analysts at MoneyWorks4Me and applies first-principles thinking and a disciplined, long-term investment approach. He holds an MBA in Finance from FLAME University, with double gold medals.

The A-Team

Yog Rajani

Equity Research Analyst

Yog Rajani holds a BBA in Finance from Pune University, graduating First Class with Distinction. With over five years of experience as an analyst, he identifies and researches equities with the goal of generating asymmetric returns.

YogRajni

Mukta Vaze

Investment Advisor

Mukta holds a Bachelor's in Business from the University of Pune and has 7+ years of experience in financial advisory. She has successfully managed and grown portfolios for HNWIs and corporate clients, delivering consistent returns.

Mukta Vaze

Pranay Bhatia

Investment Advisor

Pranay Bhatia holds a Master’s in Business Administration (Finance) from FLAME University and is currently enrolled in the CFA Program. He helps our clients create a fundamentally strong portfolio, guiding them toward their financial goals with confidence.

Chinmay Saoji

Investment Advisor

Chinmay is an Investment Advisor with an MBA in Finance from PUMBA and is a CFA Level I candidate. He specializes in understanding investors' goals and building strong equity portfolios to help them achieve financial success.

Siddharth Munot

Investment Advisor

Siddharth is an Investment Advisor with a Bachelor's in Business, specializing in Finance from the University of Pune, and has passed Level I of the CFA Program. His expertise lies in building robust portfolios to help investors achieve their financial goals.

Khaled Abrar

Investment Advisor

Khaled holds a Bachelor's in Business Administration from ICFAI University and has passed Level II of the CFA Program. He is a dedicated scholar of finance who takes pride in being a trusted companion on his clients' financial journey.

© 2025 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt. Ltd.
×
Please wait your portfolio is updating...