Money Matters was founded by Ms Tejal Gandhi in 2002 and has been in the Financial Advisory Services from last 10 years.

It was started by Ms.Tejal Gandhi after a long stint of 13 years with Standard Chartered Bank in India. At the bank, she had extensive experience in Retail Banking and Operations. She carried forward the doctrine which the bank taught her in her early days which she lives upto till date.

The customer is at the center of everything we do…

She is a Certified Financial Planner and well recognized in the field from last 20 years. She is a Visiting Faculty at leading business schools. She is an Active Rotarian and involved in various Community projects.

Money Quotient

We are silver partners with Money Quotient. This allows us to use & practice Financial Life Planning Tools with our clients and helps us to understand our clients better and have a deeper and profound relationship which sets us apart from the other Financial Planners and Advisors.

Money Quotient is a 501(c)(3) non-profit organization located in the US. It is founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

Their research-based 5-E Financial Life Planning process and training creates a foundation for meaningful dialogue, and provides a robust model for delivering personalized financial advice that nurtures trust-based client relationships.

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