Money Matter: Financial Advisory Firm in Dehradun
Risk comes from not knowing what you are doing.
Managing money can feel overwhelming—whether it’s planning for retirement, choosing the right investments, or protecting your family’s future. At Money Matter, a trusted financial advisory firm in Dehradun, we simplify your financial journey with expert wealth management, insurance, and portfolio solutions under one roof.
With over 10 years of experience and 3500+ satisfied clients, we provide personalized strategies that help you grow wealth, reduce risks, and achieve lasting financial security. If you’re looking for a financial partner who truly understands your goals, we’re here to guide you with clarity and care.
About Money Matter
Founded by Mr. Abhishek Ghai, Money Matter has grown into one of the most trusted financial advisory firms in Dehradun with over a decade of experience in helping clients achieve financial stability and growth. What started as a vision to make financial planning simple and accessible has today become a full-service financial partner for thousands of individuals, families, professionals, NRIs, and businesses.
Our achievements reflect one thing — clients trust us not just with their money, but with their future. Backed by NISM & IRDAI certifications, PMS & AIF expertise, and a tech-driven approach, we ensure that every financial decision is personalized, data-driven, and aligned with long-term goals.
At Money Matter, we believe finance is not just about investments—it’s about creating clarity, security, and peace of mind for every stage of life.
Our Services
Financial Planning
Take control of your future with goal-based financial planning in Dehradun. From retirement plans to wealth protection, our advisors design personalized strategies to help you achieve financial independence with confidence.
Mutual Funds & Investment Advisory
Invest wisely with our mutual fund advisory and investment services. We analyze risk tolerance, market trends, and your financial goals to recommend diversified portfolios that balance growth and security.
Life, Health & General Insurance
Safeguard what matters most with customized insurance solutions. We offer life insurance, health insurance, corporate group health, and general insurance plans to provide complete protection for you, your family, and your employees.
Portfolio Management Services (PMS) & Alternative Investment Funds (AIF)
Explore high-growth opportunities with our PMS and AIF solutions in Dehradun. Perfect for HNIs and NRIs, these services provide diversification, professional management, and access to exclusive investment avenues beyond traditional markets.
Loans & Forex Services
Simplify borrowing and global transactions with our loan advisory and forex services. From personal and business loans to working capital solutions and international remittances, we make financing and currency exchange hassle-free.
CA & Legal Advisory Services
Stay compliant and future-ready with our tax planning, will planning, and legal advisory support. Our team of experts ensures that your wealth is preserved and legally secured for generations.
Corporate Financial Planning
Strengthen your business with our corporate financial solutions in Dehradun. From employee retention plans, group health insurance, term life coverage, key man insurance, to business loans and corporate tax planning—we help companies protect assets, care for employees, and ensure long-term financial stability.
Invest
Our investment expertise. From personalized strategies to curated portfolios, we pave the way for your wealth to flourish. Invest wisely;
Why Choose Money Matter?
Choosing the right financial partner is one of the most important decisions you’ll ever make. At Money Matter, we don’t just manage money—we help you make smarter financial choices with clarity and confidence.
Here’s what sets us apart as a leading financial advisory firm in Dehradun:
- Multiple Financial Solutions at One Place
From financial planning, wealth management, mutual funds, PMS & AIF, insurance, loans, forex, to corporate advisory—we provide everything under one roof, saving you time and effort. - Personalized & Confidential Advisory
Every client is unique. That’s why we design tailored financial strategies based on your goals, risk tolerance, and life stage—always with 100% confidentiality. - Transparent & Tech-Driven
With data-backed insights, portfolio review tools, and transparent reporting, you’ll always know where your money is going and how it’s performing. - Experienced & Certified Professionals
Backed by 10+ years of experience, NISM & IRDAI certifications, and 3500+ satisfied clients, our team combines expertise with a client-first approach. - Simple & Cost-Effective Wealth Solutions
We believe financial growth shouldn’t be complicated. Our goal is to provide easy-to-understand, cost-effective strategies that maximize returns and minimize risks.
With Money Matter, you don’t just get advice—you get a financial partner for life.
Money matter's Expert Advisory
Let The Experts Do What They Do Best!

Why Clients Trust Money Matter
3500+ Clients Served
Individuals, families, professionals, and businesses across India & abroad who trust us with their finances.
10+ Years of Experience
A decade of guiding clients with expert financial planning, wealth management, and insurance solutions.
₹50 Crore+ AUM
Helping clients grow and protect their wealth through diversified, well-planned investment strategies.
500+ Corporate Clients
Trusted by leading companies for employee benefits, group insurance, and corporate financial planning.
For You
ITR Filing Assistance
Get Expert assistance in tax filing for Salaried and self-employed individuals, NRIs, Capital gains, and more.
TDS on Sale of Property
Hassle-free 26QB compliance on sale of property
Legal Services
For drafting and review of legal documents such as Sale deed, Vendor agreement, Co-founders agreement etc
For Your Business
Launch and run a startup
Get Expert assistance in tax filing for Salaried and self-employed individuals, NRIs, Capital gains, and more.
Government registrations
Registration for Shop licence, PF, PAN, FSSAI and more
Trademark & digital signature
Trademark registrations and renewals; Digital signature certificate
Founder's Note

A Message from Our Founder – Abhishek Ghai | Certified Financial Advisor in Dehradun
At Money Matter, my mission has always been simple — to make finance less intimidating and more empowering. As the founder of a leading financial advisory firm in Dehradun, I’ve spent over a decade helping individuals, families, professionals, and businesses navigate complex financial decisions with ease.
I believe true financial advisory is not just about numbers—it’s about trust, education, and long-term relationships. That’s why I focus on simplifying strategies, conducting regular portfolio reviews, and being available when my clients need me the most. Whether you’re planning for retirement, growing your wealth, securing your family, or strengthening your business, I’m here to guide you with clarity, confidence, and care.
Your goals are unique, and at Money Matter, we treat them that way. Together, we’ll build not just wealth—but financial peace of mind.”
— Abhishek Ghai
Founder, Money Matter
Numbers don’t lie!
Precision in every digit, because numbers don’t lie, and neither do we. Welcome to a financial journey grounded in accuracy, transparency, and your unparalleled success.
Frequently Asked Questions
An individual whose annual income is more than the basic exemption limit of Rs 2.5 lakh should file an ITR. The basic exemption limit for senior citizens (60 years onwards and less than 80 years) is Rs 3 lakh, and for super senior citizens is Rs 5 lakh.
You should file an income tax return to claim tax deductions for tax savings such as ELSS, PPF, NSC investments and for payments such as housing loan repayments, insurance premium and donations.