A retirement that feels
like a vacation.
Plan for a smooth transition with our systematic investment plans. Our Company Get in Touch
Torn between taking a
romantic getaway or
buying a home?
Enjoy the power to fulfill all your plans with our goal-based robo. Our Company Get in Touch
We know that family means the world to you Safeguard the future of your loved ones with our well-researched wealth plans. Our Company Get in Touch
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes
Implement your customized advice by buying all the recommended financial products on one single platform
Track your journey and review/rebalance your investments to make sure they are aligned with your goals

Our Services

Portfolio Management

A portfolio management service is suitable for high net worth individuals seeking a niche, customized, and differentiated investment product.

Retirement Planning

Retirement planning means having sufficient funds to provide you with a comfortable lifestyle when you retire.

Mutual Funds

Mutual funds are steadily making an entry into the household savings with an awareness about financial planning

Child Education Planning

Starting with the education of the child right up to their marriage, the responsibilities of parents towards their children can seem endless.

Insurance Planning

At OkMoney Planning Services, we advise our clients on how to grow and protect their wealth.

Investment Management

Online Investment Services assist the process of meeting your life goals through the proper management of your finances.

Leave Your Financial Decisions To Us

In life, making those decisions on your investments or insurance or expenses are scary and yet, unavoidable. An average Indian loses at least INR 1 Crore by making the wrong financial decisions during their lifetime.

This is where we come in to take care of your financial decisions so that you can live a life that you always wanted.

Our Goal: Make Okmoney Investments Your World for All Financial Needs

A tax saving strategy, the right insurance advice, platform to invest in mutual funds, tracking your goal of buying a house, Okmoney Investments has it all.

We also have a dedicated team of Certified Financial Advisors and servicing agents who will assist you at every step of your financial journey.

Don’t take our word for it. See what our customers are saying!

“The best course I have done in entire Lockdown, really an eye opener. I will definitely gift this course to my friends and family.”
Manisha Arora
“Value for money, in such a low cost, the value & knowledge provided is priceless. I loved it so much, I have completed it twice :)”
Aditya Kumar
“I really feel lucky that I have the knowldege which was provided in the course, I can feel an edge above other Investors.”
Pratyush Goyal
“The way he teaches is mind blowing.”
Sourav Kumar
“I was doing so many mistakes with my investing, now I feel much more informed & courageous.”
Saksham Arora
“This is a Great Course on personal finance and investing. I was absolutely new to stock market but now I feel that I know alot. I wish you best of luck.”
Kabir Singh Sahni
“A lot of Information is provided in such a Low Price. Can’t be better. Thanks Alot Himalaya”
Dhruv Sharma
“Hey man. Just finished Zero to Hero literacy model. My basics are very much cleared now. Loved that you did not rush into concepts. This definitely felt like an investment to me. Thanks a lot!”
Deepansh Gupta
What I analysed in 5 Words – “Any One Can become Rich”
Vidit Bhat
“An excellent course: it provides learners with the concepts and skills for investing. Lectures are clear and well organized. The course is thorough and the content is quality. I highly recommend it for all age brackets.”
Abhishek Anand
“I think it is a Great Course for all, even if you know nothing or you are an Expert, Himalaya has taught everything from the Scratch to a super level. Excellent Work”
Unnati Dwivedi
“I learnt a lot of new from him. I knew nothing before but now I am investing heavily. My SIP is of INR20,000 and I love this installment.”
Rohit Singh
“Himalaya’s 1 hour PPIC changed my mind regarding how I to think about money and finance, now I love the feeling of saving and Investing”
Sukhmeet Kaur
“Expert professional guidance in powerful investing, My mindset has completely changed”
Rajat Kumar
“I am very grateful for what I’ve have learnt through the course and personal consultations”
Tanush Sharma
“I am very grateful for what I’ve have learnt through the course and personal consultations”
Tanush Sharma


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