Our Vision
Our Vision is to be a leading force in mutual fund distribution, delivering exceptional value and contribute to enriching our clients’ lives
About Us
Moneyworks4u is a Pune-based, AMFI-registered mutual fund distributor helping investors participate in mutual funds through a disciplined, research-driven approach.
Built on research. Executed with discipline.
We focus on long-term outcomes with clear allocation, risk oversight, and continuous monitoring across market cycles.
Clients Served
800+ families
19+ yrs
Illustrative Asset Allocation
Vision & Mission
Clear principles that guide how we evaluate mutual fund portfolios, construct portfolios and monitor risk.
Our Mission
Our Mission is to provide investors with a good investing experience and add value to client portfolios through diligent research and insightful strategies.
Founder
Sandeep Kulkarni
Sandeep Kulkarni
With over 19 years of experience in mutual fund distribution, Sandeep founded Aksha Moneyworks4u to bridge the gap between institutional-grade rigor and boutique-level personalization. Based in Pune, he has built his career on a single, uncompromising principle: Intellectual Transparency.
Sandeep is a rare voice in the industry who believes investment thinking should be transparent, research-driven and open to scrutiny. He shares his real-time investment views and market rationales openly on X (Twitter), allowing prospective clients to evaluate his thinking and track record before engaging his services.For Sandeep, mutual fund distribution is not simply about selecting schemes; it is about maintaining a disciplined, transparent and research-driven investment process.
“Long-term investing requires discipline, research and patience.”
Meet Our Team Members!
A dedicated team supporting onboarding, service, and portfolio operations.
Megha Kulkarni
Co-Director, HR & Finance
Purnima Haldar
Head Ops
Snehdeep Chalak
Relationship Manager
Prathamesh Kolte
Relationship Manager
Prathamesh Dhawade
Relationship Manager
Aditya Tilekar
Client Acquisition Manager
Sanket Rathod
Relationship Manager
Kasturi Sali
Customer Service Manager
Poonam Shinde
Marketing Manager
Vishwech Sanas
Research Analyst
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