Your trusted partner for every financial move
Real advisors • Contemporary approaches • Custom plans
Your trusted partner for every financial move
Real wealth advisors Contemporary approaches Custom plans
Putting Your Goals First, Always
We serve your interests—not those of financial product providers
Putting Your Goals First, Always
We serve your interests—not those of financial product providers
Putting Your Goals First, Always
We serve your interests—not those of financial product providers
Skin In The Game
We recommend only what we personally invest in—ensuring true alignment
Skin In The Game
We recommend only what we personally invest in—ensuring true alignment
Skin In The Game
We recommend only what we personally invest in—ensuring true alignment
Clear Fees, Honest Advice
We value a lifelong relationship over a one-time engagement
Clear Fees, Honest Advice
We value a lifelong relationship over a one-time engagement
Clear Fees, Honest Advice
We value a lifelong relationship over a one-time engagement
Why choose us
Why choose us
Why choose us
Managed Wealth:
Real Advisors, Real Time
Other Advisors
Generic Strategies
One-size-fits-all solutions that lack personalized insights and flexibility
Generic Strategies
One-size-fits-all solutions that lack personalized insights and flexibility
Generic Strategies
One-size-fits-all solutions that lack personalized insights and flexibility
Upselling RM Experience
Clients only speak to RMs who are sales guys and lack product knowledge
Upselling RM Experience
Clients only speak to RMs who are sales guys and lack product knowledge
Upselling RM Experience
Clients only speak to RMs who are sales guys and lack product knowledge
Hidden Fees
Unexpected costs and additional charges that erode your wealth
Hidden Fees
Unexpected costs and additional charges that erode your wealth
Hidden Fees
Unexpected costs and additional charges that erode your wealth
With
activv money
Tailored Advice
Custom strategies designed to fit your unique needs and goals
Tailored Advice
Custom strategies designed to fit your unique needs and goals
Tailored Advice
Custom strategies designed to fit your unique needs and goals
Founder Face Time
You speak directly with the experts who research and understand the products
Founder Face Time
You speak directly with the experts who research and understand the products
Founder Face Time
You speak directly with the experts who research and understand the products
Transparent Pricing
No surprises—clear pricing structure that does not influence any investment decision
Transparent Pricing
No surprises—clear pricing structure that does not influence any investment decision
Transparent Pricing
No surprises—clear pricing structure that does not influence any investment decision
Our offerings
Our offerings
Our offerings
Professional advice: Whether it's ESOPs or buying US ETF
Wealth Management
Working with you to define your goals and carve out the steps it takes to reach them
Global asset allocation
De-risk your portfolio by allocating a portion of it outside India
Alternative Investments
We help you evaluate and get access to the best PMS, AIFs, Structured Products in the market
Insurance Advisory
From life insurance to key-man insurance, we help you understand what role it should play in your wealth planning
Wealth Management
Working with you to define your goals and carve out the steps it takes to reach them
Global asset allocation
De-risk your portfolio by allocating a portion of it outside India
Alternative Investments
We help you evaluate and get access to the best PMS, AIFs, Structured Products in the market
Insurance Advisory
From life insurance to key-man insurance, we help you understand what role it should play in your wealth planning
Wealth Management
Working with you to define your goals and carve out the steps it takes to reach them
Global asset allocation
De-risk your portfolio by allocating a portion of it outside India
Alternative Investments
We help you evaluate and get access to the best PMS, AIFs, Structured Products in the market
Insurance Advisory
From life insurance to key-man insurance, we help you understand what role it should play in your wealth planning
Wealth Management
Working with you to define your goals and carve out the steps it takes to reach them
Global asset allocation
De-risk your portfolio by allocating a portion of it outside India
Alternative Investments
We help you evaluate and get access to the best PMS, AIFs, Structured Products in the market
Insurance Advisory
From life insurance to key-man insurance, we help you understand what role it should play in your wealth planning
Solutions
Solutions
Solutions
Personal Wealth
₹50L to ₹5Cr
Smart, flexible plans to help you grow, protect and manage your money as your career and life evolve
Personal Wealth
₹50L to ₹5Cr
Smart, flexible plans to help you grow, protect and manage your money as your career and life evolve
Personal Wealth
₹50L to ₹5Cr
Smart, flexible plans to help you grow, protect and manage your money as your career and life evolve
Family Wealth
Over ₹5Cr
Multi-generational planning, structured protection and wealth transfer strategies - built to secure your family's future
Family Wealth
Over ₹5Cr
Multi-generational planning, structured protection and wealth transfer strategies - built to secure your family's future
Family Wealth
Over ₹5Cr
Multi-generational planning, structured protection and wealth transfer strategies - built to secure your family's future
How it works
How it works
How it works
A proven process to achieve your biggest goals
01
Speak to us
Effortlessly schedule a consultation to discuss your needs and goals. You don't speak to a sales person, but to a financial expert.
Speak to us
Effortlessly schedule a consultation to discuss your needs and goals. You don't speak to a sales person, but to a financial expert.
Speak to us
Effortlessly schedule a consultation to discuss your needs and goals. You don't speak to a sales person, but to a financial expert.
Personalised Strategy
We analyze your goals and create a customized strategy designed to drive measurable success for you
Personalised Strategy
We analyze your goals and create a customized strategy designed to drive measurable success for you
Personalised Strategy
We analyze your goals and create a customized strategy designed to drive measurable success for you
02
03
Track & Transact with ease
Get onboarded on our mobile app to track your transactions and monitor your portfolio performance
Track & Transact with ease
Get onboarded on our mobile app to track your transactions and monitor your portfolio performance
Track & Transact with ease
Get onboarded on our mobile app to track your transactions and monitor your portfolio performance
About Us
About Us
About Us
Anshul Gadgil
Founder
Piyush Lahoti
Founder
Redefining the benchmark in
Wealth Management
Redefining the benchmark in
Wealth Management
Redefining the benchmark in
Wealth Management
"With Activv, No RM is the Norm. You'll always speak with the founders directly—the same experts who conduct the research & build strategies"
"With Activv, No RM is the Norm. You'll always speak with the founders directly—the same experts who conduct the research & build strategies"
"With Activv, No RM is the Norm. You'll always speak with the founders directly—the same experts who conduct the research & build strategies"
Activv Money is founded by alumni of
Activv Money is founded by alumni of
IIM Ahmedabad
BITS Pilani
IIT Indore
Our Journey
Our Journey
Our Journey
Managing over ₹300 Crores of assets
Activv customers are from some of the most exceptional organizations in India
Activv customers are from some of the most exceptional organizations in India
Activv customers are from some of the most exceptional organizations in India
FAQ
FAQ
FAQ
Answers to your most common questions
How is Activv Money different?
Which services does Activv Money offer?
How do I invest with Activv Money?
What is the minimum amount required to start investing with Activv Money?
Is there any risk to my money if Activv Money goes out of business?
How much does Activv Money charge?
How is Activv Money different?
Which services does Activv Money offer?
How do I invest with Activv Money?
What is the minimum amount required to start investing with Activv Money?
Is there any risk to my money if Activv Money goes out of business?
How much does Activv Money charge?
How is Activv Money different?
Which services does Activv Money offer?
How do I invest with Activv Money?
What is the minimum amount required to start investing with Activv Money?
Is there any risk to my money if Activv Money goes out of business?
How much does Activv Money charge?