
Raymond Moses
MoneyWorks4Me (The Alchemists Ark)
This advisor operates on a fee-only basis, ensuring their recommendations are aligned with your best interests.
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About Raymond Moses
Their journey into the world of financial services was not a premeditated one. Back in 2000, they initiated a Business Consulting and Training company based in Pune. It wasn't until 2008 when a disheartening experience involving investments in Mutual Funds (MF) and Unit Linked Insurance Plans (ULIPs) through the services of an MNC bank that they felt compelled to embark on a mission to make wealth creation through investing both secure and uncomplicated, specifically for retail investors like themselves.
However, the journey they embarked upon was far more challenging than they initially anticipated. Simplifying the investment process proved to be more complex than it appeared, and ensuring the safety of equity investments seemed like an intricate puzzle. Over time, they witnessed the markets oscillate from deep despair to irrational exuberance, a journey that presented them with valuable opportunities to test their investment models. Through continuous adaptation and refinement, they have tailored their models and offerings to cater to the unique profiles and needs of individual customers. Today, with their proprietary fundamental research and innovative Smart Investment Solutions like Portfolio Manager (Free), Omega (Paid), and Superstars (Paid), they take pride in saying that they have succeeded in making investing more secure, intelligent, and straightforward for all.
Their commitment to financial innovation and unwavering dedication to their mission have allowed them to redefine how people approach investing, providing them with the tools and knowledge they need to create wealth with confidence. As they continue to evolve and expand their offerings, they aim to empower investors and simplify their financial journeys. At MoneyWorks4Me (The Alchemists Ark), they are passionate about making your wealth-creation process Safer, Smarter, and Simpler.