MoneyIQ

We Manage Your Wealth The Way We Manage Our Own.

Built by a family, for families.

Disciplined and research-backed wealth management.

0+Years of Trust
0+Community

Led by Udayan and Yashashri

MoneyIQ represents a powerful blend of legacy and modern innovation. Yashashri brings decades of foundational trust and stability, while Udayan (Oxford University, Saïd Business School) drives an evidence-based, data-backed approach to wealth management and allocation.

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Our Framework

Research-Backed Portfolios

Every investment decision is grounded in academic evidence and macro analysis.

Rules-Based Discipline

We commit to allocation frameworks before emotions enter the room.

Complete Wealth Management

Investments, insurance, tax planning, and estate structuring, coordinated through one relationship.

Cross-Border Expertise

Serving resident Indian families and NRIs across the US, UAE, GCC, UK, and Europe.