Building lasting financial relationships since 1978
In March of 1978, Moneywise Investments was formed by husband-wife team Pankaj and Shashi Adatia, and has continued to flourish over the decades.
While Pankaj and his team specialise in Investments, Life Insurance, and all sectors of Financial Services, Shashi’s expertise lies in General Insurance — including Car, Home, and Business Insurance.
We build relationships on trust, transparency, and long-term care.
Friendly, human, and consistent support you can count on.
Open, honest, and built to last for generations.
Diverse communication, so you feel heard and understood.