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Company Profile

Money Matters was established in the year 2002 by Ms. Tejal Gandhi. Money Matters is a boutique Financial Planning & Wealth Management Company.

The main aim of the business is to establish a trustworthy and long-term partnership with the communities we work with.

Money Matters has developed into two vertical structures over the years:


  • Financial Planning and Wealth Management
  • Content Development & Skill Building Initiatives

It is a professional, forward-looking and modern company with traditional values and has a constructive solution approach!

Who We Are?


We are a professional, forward-thinking, and modern company with traditional values. We have a practical approach to finding solutions.

  • The client is at the center of every process which is defined at Money Matters.
  • Our business focuses on what is important to our clients, our services are bespoke and we take our role as consultants very seriously.
  • Having a banking background has helped a natural transition to maintain client confidentiality, trust and confidence which are the pillars of a financial service offering.

Our Mission

‘The Mission is to continue to grow and protect its client’s assets and help them to achieve their dreams and life goals.’

Our Vision

‘The Vision of Money Matters is to be recognized as a committed, trusted and a single stop solution provider for all financial needs on a continuous basis.

CEO & Founder Profile

Tejal has 30 + years of cumulative expertise with profound Financial Planning experience, and Tejal has been the client's trustworthy financial specialist. She is a Certified Financial Planner (CFP) with more than 20 years of personal financial experience.

Tejal has spent over 13 years working with Standard Chartered Bank thus possessing an extensive experience in Retail Banking & Communications all over India and overseas. She was part of the 6-member team representing India which was sent to Hong Kong for the Y2K Project.

Educational Background


  • Tejal is a Certified Financial Planner affiliated to the Financial Planning Standards Board, India which is a part of the CFP Program based in Denver, USA.

  • Diploma in Systems Management from Jamnalal Bajaj Institute of Management Studies.

  • Certification in Mass Communication & PR from Xavier’s Institute of Communication.

Professional / Social Interfaces


  • Tejal is one of the Woman Licensee in India to practice Financial Life Planning under Money Quotient, USA. It is one of the most trusted & respected name for Financial Planning in the USA.

  • She has been invited by many organizations as a speaker & panelist.

  • Tejal is an Active Rotarian. She was the youngest and the only lady President in the year 1998-1999.

  • She actively works with various community groups causes and helps them with Financial & Holistic Living Programs.