A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.

Suze Orman
Financial guru

Our vision

Moneyjar was conceived with the desire to remedy a big and real problem — the absence of universal access to sincere and well researched financial advice backed by user friendly transactional platforms.

Our mission

Our core mission is to help remove the fear and uncertainty in your mind when it comes to investing. Know exactly what you are investing in and why you are doing so. Moneyjar wants your money to work for you by helping you earn the most amount of money while enduring the least amount of risk. We aim to be your investment confidante — someone who will advise, help you transact and then hold your hands for the entirety of the investment tenure to ensure that you don't lose your way. Investment performance and user convenience are the yardsticks by which we make every micro decision.

Our values

Our values, much like our interface, are simple and straightforward. They drive our approach to work and the way we conduct ourselves — professionally and personally.

Transparency

We act with transparency, honesty and integrity. We take complete responsibility for all our dealings.

Transparent

Respect

It is simple. You give respect to get it in return. Every Moneyjar user receives the same degree of respect, without any bias or prejudice. You are the reason we thrive, our only aim is to help you thrive too!

Safety

We treat your personal and financial details like we would treat our own. With full discretion and abiding all safety processes over and above what is required.

Team

Rohan Agarwal

Rohan Agarwal

CEO / Co-founder

Rohan is a SEBI-certified Investment Adviser and has over 10 years of experience in the financial and manufacturing sectors. He has had stinits in different areas of financial services such as equity research, 409A valuations and cross-border mergers & acquisitions. Rohan has managed extensive proprietary portfolios for the past 8 years and truly believes asset allocation is the key to generating investment outperformance in the long run.

Rohan holds a Master’s degree in Finance from the University of Illinois at Urbana-Champaign, USA. In his free time, he likes watching the news, travelling and listening to The Doors.

Favourite Jar: Value Jar

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Shrenik Patel

CTO / Co-founder

Shrenik is a technocrat with extensive experience building B2B and B2C products around the world. At the early age of 19, he was the founder and CEO of Live2own, one of India’s earliest and leading e-sport portal and gaming event management companies. Post that, his work stints have taken him to varied places such as New York and London to build products like Quotiply, a SaaS based procurement platform, and ReligiON, a social network that connects people of all faiths.

Shrenik is part of a rare breed of people that can look at building products from both a technical and business viewpoint. He has a degree in Information Technology from the University of Mumbai. When he can pull himself away from writing high quality server side code, he likes to travel, and work out in the gym.

Favourite Jar: Global Jar

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Shrenik Patel

Keep in touch

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