MoneyMan Investments

MoneyMan Investments is a SEBI-registered Research Analyst app that helps you act on
professional stock-market research without juggling spreadsheets or screenshots.

WHAT YOU GET
• Daily stock recommendations from our SEBI-registered Research Analyst, delivered straight
to your phone with entry price, target, and stop-loss.
• Curated Model Portfolios with disclosed CAGR, volatility, and rebalance cadence —
subscribe once and follow every rebalance with a single tap.
• Live NIFTY 50, SENSEX, and BANK NIFTY tracking on the home screen.
• Real-time portfolio view across all your connected brokers in one place.
• One-tap trade execution via your existing broker — no copy-paste, no missed entries.

CONNECT YOUR BROKER
MoneyMan supports 14+ Indian brokers including Zerodha, Angel One, Upstox, ICICI Direct,
Kotak, Dhan, Fyers, IIFL Securities, AliceBlue, Motilal Oswal, HDFC Securities, Groww, and
Axis Securities. We never store your broker password — connections are made through each
broker's official OAuth/API flow and you can revoke access at any time.

SAFE BY DESIGN
• Read-only by default — orders require your explicit confirmation on every trade.
• Sell-authorization (DDPI / TPIN / EDIS) handled per your broker's compliance flow.
• PAN, KYC, and payment data are processed through SEBI / RBI-licensed partners
(Digio for KYC, Cashfree for payments).
• Your money never touches MoneyMan — trades execute directly against your broker account.

WHO IT'S FOR
• Retail investors who want professional research without buying it piecemeal.
• Anyone tired of WhatsApp/Telegram "tips" with no track record or accountability.
• Existing broker users who want curated model portfolios with disciplined rebalancing.

REGULATORY DISCLOSURE
MoneyMan operates under SEBI Research Analyst regulations. Investments in securities
are subject to market risks. Past performance is not indicative of future results.
Please read all related documents carefully before investing.

SUPPORT & PRIVACY
Email: bala@moneymaninvestments.com
Support hours: Mon–Fri, 10 AM – 6 PM IST
Privacy policy: https://moneymaninvestments.com/privacy-policy
Account deletion: https://moneymaninvestments.com/delete-account