The Partners
Yashashri Sunil Adhye
Partner & Foundation
Stepping up in 2009 during a critical juncture for the family, Yashashri brought unmatched dedication and empathy to the practice. Under her guidance, the firm stabilised and grew, prioritising long-term relationships and trust above all else. Her leadership over the past decade and a half is the bedrock upon which MoneyIQ stands today.
- Licensed Professional since 2009
Udayan Adhye
Partner & Vision
Joining forces with Yashashri shortly after academia, Udayan brings a fusion of traditional legacy principles and modern analytical precision. With an education from Oxford University and specialised acumen in AI and business, Udayan ensures clients receive state-of-the-art wealth strategies.
- Oxford University & Saïd Business School (AI & Business)
- Licensed in Financial Services since 2015
Our Journey
A New Chapter Begins
The Adhye family entered the financial services industry when Sunil Adhye started his insurance practice just as the sector was privatised in India. What began as a new chapter quickly grew into a lasting legacy of trust and commitment.
Taking the Reins
Following a sudden medical accident to Sunil Adhye in 2008, the family faced unprecedented challenges. Displaying immense resilience, Yashashri Sunil Adhye took the reins in 2009, ensuring that the legacy of protecting client families continued uninterrupted.
Expanding the Vision
Soon after graduating from college, Udayan Adhye joined the business. Bringing global perspectives and a modern approach to wealth management and insurance, the mother-son partnership now guides thousands of families towards financial security.
Two Generations. One Mission.
MoneyIQ was not born in a boardroom. It grew from a family tradition of managing wealth with care, discipline, and personal accountability.
For decades, our family has been in the business of helping other families protect and grow what matters most to them. That same business, those same values, and that same commitment now carry the MoneyIQ identity.
What has changed is the name and the tools. We now combine time-tested principles with research-backed asset allocation frameworks and modern technology. What has not changed is the personal relationship at the centre of everything we do.
"When you work with MoneyIQ, you are not working with a corporation. You are working with a family that has its own wealth managed the same way we manage yours."