We offer a range of financial products designed to suit different needs. Our approach helps clients explore investment options aligned with their goals.
Invest in mutual funds online and track your portfolio in real-time. Our seamless, paperless platform ensures a smooth investment experience.
Your data is safeguarded with strict security and compliance measures. We maintain confidentiality and ensure a secure investment process.
In today’s dynamic and often unpredictable market environment, investors seek a trusted partner who brings both expertise and integrity. We draw on over a decade of experience in the financial services space, delivering intelligent, technology-enabled solutions that empower you to make informed decisions with ease.
Founder and Director of GoodMoneyMan
Founder and Director of GoodMoneyMan
Gopi Kishan Agarwal is a respected figure known for his dedication, integrity, and significant contributions to the investment and financial planning community. As the Founder and Director of GoodMoneyMan, he has spent decades building a legacy of trust and excellence, guiding countless individuals and families toward financial independence and security.
He is a Certified Financial Planner (CFP) and holds a Bachelor of Commerce degree from Bhawanipore College, Kolkata. He has further enhanced his expertise with a Senior Management Program from IIM Calcutta and specialized certifications in Investment Decisions and Behavioral Finance from IIM Ahmedabad, as well as Business Development training from MDI Gurgaon.
Gopi Kishan Agarwal specializes in financial planning, particularly retirement planning, behavior management, strategic thinking, and negotiation. His client-first approach and commitment to simplifying the financial puzzle have inspired many and positively impacted numerous lives.
Born and raised in Kolkata, he has always upheld the values of hard work, honesty, and service to others. Beyond his professional and social endeavors, Gopi Kishan Agarwal is a devoted family man, known for his wisdom, kindness, and unwavering support for those around him. His life and work continue to inspire family, friends, and the wider community.
Client Happiness & Wealth Architect | Certified Financial Planner (CFP®) | Chartered Wealth Manager®
Client Happiness & Wealth Architect | Certified Financial Planner (CFP®) | Chartered Wealth Manager®
Pawan Agarwal is a second-generation wealth professional and the Client Happiness & Wealth Architect at GoodMoneyMan. With a mission to serve each client with care, clarity, and commitment, Pawan brings a refreshing, purpose-driven approach to wealth management — one that blends deep financial expertise with heartfelt guidance.
With over a decade of experience and globally recognized credentials like CFP® and Chartered Wealth Manager®, he specializes in helping families, professionals, and business owners build meaningful wealth and lasting legacies. Under his leadership, GoodMoneyMan has become synonymous with trust, long-term vision, and client-first strategies.
Rooted in a philosophy of “meaning over metrics,” Pawan believes wealth is not just about returns — but about freedom, peace of mind, and empowering the next generation. His approach is guided by the values of care, conviction, and long-term thinking — making him not just a planner, but a lifelong partner in your financial journey.
Wealth Strategist | Second-Generation Financial Professional SPJIMR – Family Business Graduate
Wealth Strategist | Second-Generation Financial Professional SPJIMR – Family Business Graduate
Mohan Agarwal is a Second generation wealth advisor with legacy roots and a human first approach to finance. As a Client Happiness & Wealth Architect, he doesn’t just manage investments, he designs lives around clarity, security, and meaningful growth. Armed with a post-graduate degree in Family Managed Business from SPJIMR and global entrepreneurship exposure through Babson Build at Babson College, Boston, Mohan brings together the structure of family business with the agility of entrepreneurial thinking. He partners with professionals, business families, and next-gen leaders to craft wealth strategies that go beyond returns — aiming for freedom, fulfillment, and future-readiness.
“For me, investing is not about chasing trends or timing markets — it’s about trusting the process, staying aligned with purpose, and building quietly but consistently.” – Mohan Agarwal
Rooted in this philosophy, Mohan’s work is less about the noise of markets and more about the calm of conviction. With empathy, strategy, and a long-term lens, he helps clients transform money from a stress point into a source of strength — one plan, one decision, and one life goal at a time.
Equity broking connects investors, markets, shares, trading, profit.
NPS offers retirement savings, investment, security, pension.
aligns savings, investments, timeline, risk.
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