K

Khyati Mashru Vasani (Money Monk)

Founder

Mumbai, Maharashtra, India21 yrs 3 mos experience
Highly Stable

Key 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.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial planning for diverse clientele.

Contact

Skills

Core Skills

Financial PlanningWealth ManagementClient Relationship BuildingConsultingTraining & Development

Other Skills

Financial DNA identificationVision settingGoal commitmentFinancial roadmap creationFinancial health managementConsultation for medical professionalsFinancial mistake mitigationGuest coordinationLogistics managementRecruitmentTrainingBusiness developmentInvestment AdvisoryEntrepreneurshipTeam Building

About

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.

Experience

21 yrs 3 mos
Total Experience
9 yrs 8 mos
Average Tenure
7 yrs 10 mos
Current Experience

Vama plantrich llp

Co-Founder

Jul 2018Present · 7 yrs 10 mos · Mumbai Area, India

  • VAMA PLANTRICH LLP, is a collaborated initiative, especially for individuals from medical fraternity, by VAMA Events & PLANTRICH CONSULTANCY LLP. We at VAMA PLANTRICH understand that Doctors are top notch professionals but sometimes it is this very quality of being knowledgeable and intelligent in medicine and general affairs that makes doctors commit a lot of financial mistakes and also this noble profession leaves very little time and energy for you to set up, create and fortify their own financial health. That’s where Vama-Plantrich steps in – VPR ensures that doctors remain in pink of financial health, while doctors make sure their patients remain in pink of physical health.
Financial health managementConsultation for medical professionalsFinancial mistake mitigationFinancial PlanningClient Relationship Building

Plantrich consultancy llp

Founder & Chief Financial Coach

Nov 2007Present · 18 yrs 6 mos · MUMBAI

  • I Specialize in Identifying the Financial DNA of Individuals. Also, assisting them create a pause in the hurriedness of life to set a new vision or goal, to make more commitments, and to retrospect the milestones already covered. There are many pieces to a financial puzzle, I find immense pleasure in helping people put those pieces together, thus creating flawless roadmaps for them. Hence, Empowering them to a better tomorrow.
Financial DNA identificationVision settingGoal commitmentFinancial roadmap creationFinancial PlanningWealth Management

Cnbc awaaz

Guest Cordinator

Oct 2006Dec 2006 · 2 mos · Mumbai Area, India · On-site

  • Cordinating with guest speakers and managing logistics. Inviting interested audiances for various talk shows on the channel
Guest coordinationLogistics management

Hindustan unilever network

Consultant

Jan 2004Oct 2006 · 2 yrs 9 mos

  • Consultant and Star Trainer : Recruiting people for the business opportunity with HLN, and training them on various business development skills. Also taking special workshops for Women on beauty , grooming and Right use of Products
RecruitmentTrainingBusiness developmentConsultingTraining & Development

Education

American Academy of Financial Management

Chartered Wealth Manager — Finance and Financial Management Services

Jan 2016Jan 2018

University of Mumbai

Bachelor of Commerce (B.Com.)

Jan 2004Jan 2008

Mithibai College

Business/Commerce — General

Jan 2002Jan 2004

St. Xaviers High School

SSC — General Studies

Jan 1992Jan 2002

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