Five years. 400 families.
Zero goodbyes.
Since the day we opened, not one family has left us. Our very first client is still our client. People usually move between distributors their whole lives. Here’s why these families didn’t, in their own words.
Pravin
NRI investor, Bahrain
Where they were: Working in Bahrain, with family in India, investing across time zones with no office to walk into.
What was different: Quick, patient answers through volatile markets, from someone who understood NRI rules, not just funds.
Investing with us since November 2021
Special mention to Mr Ramakrishnan. He advises me from time to time and keeps my confidence by answering all my queries with utmost gentleness and respect in this volatile market. I have no doubt my investments are in safe hands, and I really don’t need to worry. I am absolutely delighted with the service.
Seshadri
Co-Founder, PurplePatch
Where they were: An experienced entrepreneur who had invested for 20 years, but found advisors talked products, not his situation.
What was different: Cash flow, risk appetite, family and goals came first, before any fund was named. Timely nudges to buy on corrections and book profits when valuations ran high.
Before getting into specific products, he understands family cash flow, risk appetite, goals, needs and the complete family dynamics. He will not be reluctant to say no, at the right time, to safeguard the investment, if a financial decision is hastily thought out. I find CMM to be a reliable friend on my trip to wealth creation.
Dr. S Pitchai
Director, 3E Process Solutions
Where they were: A relationship going back more than a decade, through market cycles, big decisions and changing circumstances.
What was different: Continuity, trust, and strategy that respects market cycles, rather than hot tips.
I have known Ram for more than a decade, and he has guided me in every financial decision of mine. What I like about him is his approach to investing. His vast experience has only improved my investment returns.
Nishanti
Cash Management Analyst, Treasury, General Electric
Where they were: A finance professional who knew markets well enough to tell good service from bad.
What was different: A personal plan, regular briefings on the market, and a real effort to explain, not just recommend.
CurateMyMoney provides a customised financial plan to suit our requirements. I like their strong passion to educate and help us make informed decisions. Periodic reviews and briefs on the ever-changing market help us understand better and build confidence.
Looking for this kind of relationship?
If you haven’t found it yet, let’s talk.
CurateMyMoney is an AMFI-registered mutual fund distributor (ARN-184811). Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.