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2000+ Cr

in Managed Asset

Promoters

With Credentials and Expertise

11 Years

of Track Record

Our Services

Mutual Funds

Curated, goal-based portfolios which are built and monitored by experts.
  • Rigorous screening
  • Goal-based allocation
  • Continuous review & rebalance
  • Tax-efficient for HNIs/NRIs
Top performing mutual funds (as of 6th Oct 2025):

Motilal Oswal Large Cap Fund
NAV ₹ 13.79
1Y returns 6.82%
Invesco India Mid Cap Fund
NAV ₹ 178.83
1Y returns 6.02%
Learn More

Equity

Blend of long-term investing & tactical swing trades.
  • Invest in quality businesses
  • Diversify across market caps
  • Research-backed swing calls
  • Disciplined risk management
Here are some stocks which we are keen on (as of 6th Oct 2025):

Max Financial Services Ltd
Current ₹ 1611
Target ₹ 2000
Tenure 12 M
Endurance Technologies Ltd
Current ₹ 2875
Target ₹ 3311
Tenure 12 M
Learn More

Fixed Income

Blend of predictable returns, safety & risk adjusted performance.
  • Invest in quality funds
  • Diversify across fund houses
  • Research-backed calls
  • Disciplined risk management
Here are some products in this category:

  • Corporate Fixed Deposits
  • Bank Fixed Deposits
  • Secured Non-Convertible Debentures
  • Listed Bonds
More details and curated recommendations are available with our advisors

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Portfolio Management Services

Tailored, actively managed portfolios across equity, debt & alternatives. Built for HNIs who want growth with diversification.
  • Custom strategies for your goals & risk
  • Diversified across asset classes
  • Active monitoring & rebalancing
  • Professional reporting & transparency
More details and curated recommendations are available with our advisors

Learn More

Insurance

Protect your wealth and secure your legacy.
  • Term, ULIP & Endowment plans
  • Health & critical illness coverage
  • Tailored policies for your needs
  • Integrated into your wealth plan
More details and curated recommendations are available with our advisors.

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AIFs/GIFT City

Access AIFs and international opportunities through GIFT City with expert guidance.
  • Diversification beyond equity & debt
  • Private equity, VC & hedge fund exposure
  • AIF Cat I, II, III, investment available
  • Invest in GIFT CITY with no Indian capital gains tax
More details and curated recommendations are available with our advisors.

Learn More

Tax

Integrated tax planning + filing
  • Capital gains & dividend optimization
  • Tax harvesting to reduce liabilities
  • Family-level investment planning
  • Full filing support for individuals & NRIs
More details and curated recommendations are available with our advisors.

Learn More

ACCOUNTS

Smart Tools for Smarter Account Management

Effortlessly save, invest, budget—taking control of debt has never been simpler.

ABOUT US

Get the control you need over your finances

Enjoy expense tracking, bill pay, invoices, and insightful expense reports.

💰

Expense management

Effortlessly control expenses, categorize spending, and track transactions with intuitive tools.

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Receipt tracking

Organize and store receipts digitally, ensuring easy access and efficient record-keeping for financial clarity.

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Bill pay

Streamline bill payments, ensuring timely transactions and hassle-free management of recurring expenses.

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Expense reports

Generate detailed expense reports, gaining valuable insights into your financial activities and patterns.

Client Testimonials

Trusted by thousands of investors across India

"Money frog has been a rock solid financial partner for me over years. Their USP includes indept financial knowledge and approachability. Even could not have asked for more from their app which helps keep track of your finances. Happy to recommend their service to all."

Ved Dhuru

Ved Dhuru

"Very good financial planning and service. They have a great team in place that is always responsive with a customer focussed approach. The app is very useful in tracking and getting regular updates."

Darrell Fernandes

Darrell Fernandes

"Team that takes care of your plans. Extremely professional and keep a tight watch on your financial plans. Gives you comfort that some one professional is there on it always."

Saurabh Chatterjee

Saurabh Chatterjee

"A superbly constructed app that is not only easy to understand, but also a brilliant way to map your goals and constantly monitor your progress. One of the best apps you can get in this category."

Rahul Pandit

Rahul Pandit

"The services rendered by Moneyfrog advisors is quite an experience one with good knowledge of the mutual fund market, they keep tracking the fund and guide, one feels like in safe hands, can trust them fully or they are reliable. Excellent services"

Jasvinder Kaur Dhanjal

Jasvinder Kaur Dhanjal

"The financial advisors are good. The lady who has been advising me off late is brilliant and smart and knows what to do. Also she has been helping in goal settings and planning very well. Overall a good financial planning firm. Ohh and the app also shows all your funds and features and is very easy to use. good app."

Puneet Kumar Akhouri

Puneet Kumar Akhouri

"This is the best personal finance app I have ever found. All Financial goals were thoroughly evaluated and assigned with investment. This is a perfect example of online portfolio management service. Thank you Pujan Jain for extraordinary support."

Amitava Bandyopadhyay

Amitava Bandyopadhyay

Learning academy

Equity Funds Classification

An equity fund is a mutual fund scheme that invests predominantly in equity stocks. In the Indian context, as per current SEBI Mutual Fund Regulations, an equity mutual fund scheme must invest at least 65% of the scheme’s assets in equities and equity related instruments.
Equity Funds Classification

Liquid funds are debt mutual funds, that invest your money in very short-term market instruments such as treasury bills, government securities and call money, that hold least amount of risk. These funds can invest in instruments up to a maturity of 91 days. The maturity is mostly much lower than that.
Managing risk using mutual funds

Managing risk using mutual funds Gold, real estate, equity prices constantly move up and down. If you seek little or no risk, returns will be low and if you are ready to take higher risk, returns could be high. However, financial planners believe, managing risk is essential and one of the best products to manage it is mutual funds.
How much tax do you pay on your investments?

It is important to consider the taxation rules before investing Most people look only at the returns that an investment vehicle gives. It is, however, important to consider the taxation rules as well since this will reduce the overall returns. Here’s a look at some of these.
Are SIPs better than lump sum investments?

Regular investing on a schedule offers better returns and a number of other advantages.Systematic Investment Plans (SIPs) are not magic. Their superiority to lump sum investments is not a matter of probability or even psychology but an absolute law.
10 Tips For the Successful Long-Term Investor

10 Tips For the Successful Long-Term Investor There may be an exception to every rule, but there are several investing principles that are tough to dispute. Here are 10 that should help investors enjoy long-term success.Sell the losers and let the winners ride.
Life Insurance: 8 Terms Everyone Should Know

Shopping for life insurance can feel a bit like learning a foreign language: You hear a lot of unfamiliar terms—and many of them can be confusing. So we’re here to help! Whether you’re starting your search for a policy or you just got approved for one.
National Pension Scheme – The new norms

The National Pension Scheme (NPS) is a voluntary pension scheme launched by the government of India. Investors can regularly contribute in the scheme during their work life, withdraw a part of the corpus in a lump sum and use the remaining corpus to buy an annuity to secure a regular income after retirement.

Calculator

₹
TOTAL INVESTED
₹30,00,000
120 × ₹25,000
PROJECTED VALUE
₹62,70,655
@ 14% p.a.
ESTIMATED GAIN
₹32,70,655
Over Invested
NIFTY 50 VALUE
₹57,58,127
@ 11.8% p.a.
Invested
Portfolio Value
NIFTY 50 (11.8%)
Assumptions: monthly contributions at period end; constant annual return compounded monthly. Variance simulates market movement for visualization only. Projections are illustrative, not guaranteed.

DATA SECURITY

Your data is safe & secure. Moneyfrog account is designed & developed to protect the confidentiality, integrity and security of your personal information during storage & transmission of your data.

256-bit Encryption

All your data is encrypted using bank-grade 256-bit SSL encryption during transmission and storage, ensuring maximum protection.

Secure Authentication

Multi-factor authentication and secure login protocols protect your account from unauthorized access.

Data Backup

Regular automated backups with disaster recovery systems ensure your data is never lost.

Access Control

Role-based access and permission management ensure only authorized personnel can access sensitive information.

24/7 Monitoring

Continuous security monitoring and threat detection systems protect against cyber threats round the clock.

Compliance

SEBI registered and fully compliant with all regulatory standards and data protection laws.

Our Certifications & Compliance

SSL/TLS Secured
ISO 27001 Certified
SEBI Registered
Data Protection Compliant