Who Are We ?
"Money Masters Financial Services is built on trust, transparency, and a genuine commitment to your financial well-being. From investments to insurance, tax to accounting — we're the team behind your financial peace of mind."
Our Mission
To provide personalized, transparent, and reliable financial solutions — from mutual fund advisory and insurance to tax, accounting, and compliance — helping our clients protect what they've earned and grow what they've built.
Our Vision
To be the most trusted financial partner for individuals and businesses, empowering them to achieve financial independence through smart investments, robust protection, and complete compliance.
Our Team
Behind every financial decision at Money Masters Financial Services, is a team of dedicated and experienced professionals committed to your financial well-being. With expertise spanning investments, insurance, taxation, and compliance, our team works together to give you advice that's honest, informed, and tailored to you.
Akhil Trivedi
Founder & CEO
Akhil Prakash Trivedi is the Founder & CEO of Money Masters Financial Services, a Udaipur-based financial advisory firm specializing in investment advisory, wealth management, portfolio management, and tax consultancy. With an MBA in Finance, a Master's in Commerce, and over 27 years of experience — including senior leadership roles as a CFO — He has managed financial operations, ensured regulatory compliance, and strengthened financial controls for reputed companies. Throughout his career, he provides personalized financial advisory and tax consulting to individuals, professionals, and businesses across India and internationally, helping clients build wealth and navigate complex financial decisions with confidence.
Ankita Vyas
Senior Accountant/Head of Operations
Ankita Vyas is a M.Com and ICMA (Intermediate) qualified professional, She brings over 13 years of experience in accounts, taxation, and financial management. As one of the founding employees of Money Masters Financial Services, she has been associated with the organisation since its inception and has played a key role in establishing and strengthening its financial and compliance systems. Her expertise, experience, and meticulous approach make her an integral part of the organisation’s financial management and operations.
Abhijeet Upadhyay
Accountant
Abhijeet is a finance and legal professional specializing in GST, Income Tax, bookkeeping, trademark registration, database management, educational assessments, and regulatory compliance. With qualifications including B.Com, M.Com (Accounts), CA Inter, and Financial Literacy Planner certification, he has been supporting businesses, NGOs, and educational institutions since 2015.
Vinita Porwal
Accountant
Vinita Porwal is an accounting professional with around three years of experience in accounting, taxation, financial documentation, and compliance holding a Bachelor of Commerce (B.Com) degree and has experience working with Tally Prime, GST, ITR, TDS, bank reconciliation, invoicing, Excel, and financial documentation. She began her professional journey with a travel company as a Back Office Executive, gaining experience in documentation, data management, and office operations. Currently, as an Accountant at Money Masters Financial Services, she supports accounting and financial operations for multiple clients with a detail-oriented and practical approach.
Neha Vyas
Business Advisor
Neha Vyas is a strategic business leader with a proven track record of driving growth and digital transformation across organizations including Shoe Carnival, Walmart, Circle K, and L’Occitane. With leadership experience spanning India, Asia Pacific, the U.S., and global markets, she brings a diverse perspective on strategy, innovation, and business transformation. A graduate of Harvard University’s Digital Strategy and Marketing program, where she graduated first in her cohort, Neha helps organizations navigate complexity, identify growth opportunities, and create sustainable long-term value.
