Dr. Amisha Mohatta

Dr. Amisha Mohatta works within the trusted network built around Money Matters India — the boutique financial planning and wealth management practice founded by Tejal Gandhi in 2002. Money Matters has, over two decades, grown into one of Mumbai’s most respected financial-advisory names, with a vision it states plainly: to be the “financial doctor” for every household it serves.

That idea of a “financial doctor” is a good lens through which to understand Dr. Mohatta’s presence in this space. Modern financial well-being is rarely just a numbers problem. It is entangled with life goals, family obligations, emotional habits around spending and saving, health events, and the long arc of planning for retirement, children, and legacy. A practitioner who brings a doctor’s sensibility to that work — diagnostic, patient, and genuinely interested in the whole person — is a rarer and more valuable resource than the title might suggest.

Clients who engage with advisors in the Money Matters orbit typically find a practice committed to a few clear principles: putting the client at the centre of every process, offering bespoke rather than off-the-shelf solutions, maintaining confidentiality and trust at every step, and — crucially — thinking in long-term partnerships rather than one-off transactions. These values, anchored in the firm’s banking-era DNA, shape every conversation and every plan.

For those seeking a planner who takes personal finance as seriously as health, the Money Matters India platform is a meaningful doorway. Whether through mutual funds, insurance, retirement planning, NRI portfolios, or the firm’s training and content-development initiatives, the firm’s commitment is consistent: to grow and protect its clients’ assets so they can achieve their dreams and life goals. Readers interested in connecting with Dr. Mohatta or the wider Money Matters team can reach out directly through the website below.