Khyati Mashru Vasani (Money Monk) — Founder
Growing up, I saw how conversations around money could either bring families together or tear them apart. That's when I knew I wanted to help people change their relationship with money. At 18, I joined financial services because it valued what you could do, not just your qualifications. I started with basic licenses and thought I was doing well until 2012 happened. I attended this financial conference in Philadelphia and realized I'd been approaching everything wrong. I wasn't meant to just sell products, I was meant to help people completely transform how they think about money. That night, I decided I would touch 10,000 lives and help rewrite 10,000 money stories. While others focused on getting more clients, I chose to go deeper with fewer families. This approach led me to: → Train over 5,000 professionals → Work with 300 families who achieved their financial goals → Create ongoing relationships where I could guide families through every stage of their financial journey What made the real difference was this long-term approach. I call myself a Money Monk because I've learned that managing money is both practical and spiritual. Money isn't just numbers on a spreadsheet, it's energy that needs to flow purposefully. When you see money as energy that needs to flow rather than something to hoard, everything shifts. Today, through my companies PlantRich and Vama PlantRich, I work mainly with: → Financial Guidance for NRIs → Corporate professionals who want financial peace of mind → Families who've tried managing money alone but want guidance → Doctors and healthcare professionals through Vama PlantRich, our specialized service for medical professionals. Every situation is different, so I never use the same approach twice. Instead of trying to serve thousands of clients quickly, I'm building relationships with families over decades. I want to be there for their children's education, their retirement, and everything in between. After 18 years of doing this work, the best part isn't just the business success, it's when families tell me they finally feel confident about their financial future. That's when I know this journey has been worth it. Ready to rewrite your money story? Let's connect.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial planning for diverse clientele.
Location: Mumbai, Maharashtra, India
Experience: 21 yrs 3 mos
Skills
- Financial Planning
- Wealth Management
- Client Relationship Building
- Consulting
- Training & Development
Career Highlights
- Trained over 5,000 professionals in financial services.
- Helped 300 families achieve their financial goals.
- Focused on long-term relationships over quick client acquisition.
Work Experience
VAMA PLANTRICH LLP
Co-Founder (7 yrs 10 mos)
Plantrich Consultancy LLP
Founder & Chief Financial Coach (18 yrs 6 mos)
CNBC Awaaz
Guest Cordinator (2 mos)
Hindustan Unilever Network
Consultant (2 yrs 9 mos)
Education
Chartered Wealth Manager at American Academy of Financial Management
Bachelor of Commerce (B.Com.) at University of Mumbai
Business/Commerce at Mithibai College
SSC at St. Xaviers High School