About Moneywise Investments

Building lasting financial relationships since 1978

Our Journey

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.

Why Clients Choose Us

We build relationships on trust, transparency, and long-term care.

Personal Service

Friendly, human, and consistent support you can count on.

Lasting Relationships

Open, honest, and built to last for generations.

Multi-lingual Support