5 Reasons Why You Should Start Investing Early
When it comes to building wealth, time is your greatest...
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AMFI-Registered Mutual Fund Distributor · Mumbai
Your money deserves more than guesswork.
Your money deserves more than guesswork.
Devmani Traders Pvt. Ltd. helps individuals and families plan, invest, and stay invested — through Mutual Funds, Direct Equity, and goal-based advisory. Backed by 30+ years in the industry and an Authorised Partnership with Kotak Securities.
₹ 12,84,560
ACTIVE SIP
₹ 25,000/mo
Auto-debit on 5th
+2.1%
1Y
+24.6%
3Y
+18.4%
68% Funded
Bl
Bluechip Equity
41% of portfolio
₹ 4,80,000
Hy
Hybrid Balanced
27% of portfolio
₹ 3,16,200
De
Debt - Short Term
21% of portfolio
₹ 2,45,800
AMFI Registered
Kotak Securities Partner
SEBI-Compliant Advisory
35+ Yrs Leadership Experience
AMFI Registered
Kotak Securities Partner
SEBI-Compliant Advisory
35+ Yrs Leadership Experience
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Investors Trust Us
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Active SIPs Running
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Years in the Industry
Why Devmani
The discipline of an established firm, the responsiveness of a newer one.
We're an AMFI-registered Mutual Fund Distributor and Authorised Partner of Kotak Securities — but what clients actually notice is how a plan is built, explained, and reviewed.
Personal
Personalised Goal Planning
Every plan is built around your goals and timeline — not a generic model portfolio.
Open
Open-Architecture Advice
We recommend across AMCs based on fit, not a single fund house's product list.
Dedicated
One Relationship Manager
A person who knows your portfolio by name — not a rotating support queue.
Transparent
No Hidden Fees
Every recommendation comes with what it costs and why we're suggesting it.
Backed
Authorised Partner, Kotak Securities
Backed by one of India's most established brokerages, for added depth and reliability.
Experienced
35+ Years Combined Leadership
Our management has navigated multiple market cycles — that judgement shapes every plan.
Personal
Personalised Goal Planning
Every plan is built around your goals and timeline — not a generic model portfolio.
Open
Open-Architecture Advice
We recommend across AMCs based on fit, not a single fund house’s product list.
Dedicated
One Relationship Manager
A person who knows your portfolio by name — not a rotating support queue.
Transparent
No Hidden Fees
Every recommendation comes with what it costs and why we’re suggesting it.
Backed
Authorised Partner, Kotak Securities
Backed by one of India’s most established brokerages, for added depth and reliability.
Experienced
35+ Years Combined Leadership
Our management has navigated multiple market cycles — that judgement shapes every plan.
James P. Morrison
Chairman and CEO
Welcome To Investmoon
We Aim To Be The Best Invest Manager In The World
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- Professional team
- Have heen certified
- Quality of our research
- Breadth of our capabilities
- Trustworthy
- High integrity
- Providing The best service
- Global reach of our business
Trusted Over +1200 Client in The World
Tools & Resources
Run the numbers, then read up.
A quick calculator, a market note, and a few explainers — useful, but not the main event.
01
Share Your Goals
A premium 15-minute diagnostic session aligning your financial milestones and precise horizons.
02
Get a Personalised Plan
An institutional-grade roadmap mapped precisely around your unique asset allocation, risks, and goals.
03
Invest & Track
Initiate automated smart wealth builder engines and monitor real-time charts with dedicated on-call advisory.
Personal
Personalised Goal Planning
Every plan is built around your goals and timeline — not a generic model portfolio.
Open
Open-Architecture Advice
We recommend across AMCs based on fit, not a single fund house's product list.
Dedicated
One Relationship Manager
A person who knows your portfolio by name — not a rotating support queue.
Transparent
No Hidden Fees
Every recommendation comes with what it costs and why we're suggesting it.
Backed
Authorised Partner, Kotak Securities
Backed by one of India's most established brokerages, for added depth and reliability.
Experienced
35+ Years Combined Leadership
Our management has navigated multiple market cycles — that judgement shapes every plan.
SIP CALCULATOR
Run the numbers, then talk to us.
A quick calculator — useful, but not the main event. The actual plan depends on your goal, horizon and how much variance you can tolerate.
TOTAL INVESTED
₹48,00,000
ESTIMATED RETURNS
₹44,93,563
MATURITY VALUE
₹92,93,563
Invested
Returns
For illustration only — talk to an advisor for a plan based on your actual goals.
What We Do
Five core areas, one advisor.
Pick a category to see what's inside it.
Mutual Funds
SIP, STP and SWP strategy across equity, debt and hybrid categories — matched to your risk profile and reviewed on a schedule, not left on autopilot.
SIP
STP
SWP
Lumpsum
ELSS Tax-Saving
Talk to an advisor →
Minimum Investment₹500 / month
Asset Class MatrixEquity · Debt · Hybrid
Governance CycleQuarterly Active Review
Equity Broking
Direct market access for investors who want equity exposure alongside their fund portfolio, not instead of it.
Trading & Demat Account
Direct Equity
IPO Applications
Talk to an advisor →
Account IntegrationIntegrated Trading + Demat
Clearing PartnerKotak Securities
Investor ProfileActive Execution
Fixed Deposits & Bonds
Stable, paperless options for the conservative portion of your portfolio — for capital that needs to stay safe, not chase returns.
Fixed Deposits
Bonds
Corporate FDs
Talk to an advisor →
Risk ThresholdSovereign & AAA Grade
Onboarding Stream100% Fully Paperless
Primary ObjectiveCapital Preservation
Life & General Insurance
Life and general cover assessed alongside your investments, not sold as a stand-alone product. Cover comes first; the policy follows from it.
Term Life Insurance
Health Insurance
General Insurance
Talk to an advisor →
Protection VerticalsLife · Health · General Asset
Underwriting VectorPure Need-Based Analysis
Distribution ModelZero Conflict / Non-Standalone
Loans
Business and personal loans, plus liquidity against your existing holdings — your investments stay invested, and growing, while you borrow against them.
Business Loans
Personal Loans
Loan Against Securities
Loan Against Mutual Funds
Talk to an advisor →
Credit StructuresUnsecured & Asset-Backed
Collateral MappingEquities / Mutual Funds
Asset CompoundingUninterrupted Growth
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Happy Clients
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Years Experience
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Team Members
FAQs
Questions investors ask us first.
Before diving in, most investors immediately want to know how our services compare to going directly to an AMC and whether the added convenience justifies the regular plan commission.
What People Say
What industry leaders say about Devmani Traders.
Client trust across Mumbai's key business hubs.
Software Engineer
Devmani Traders explained investments clearly, created a personalised strategy, and helped me achieve financial goals confidently.
Business Owner
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Their expert guidance, transparent advice, and regular portfolio reviews gave me confidence to invest consistently for future.