Wealth with a Smile,
Goals with a Soul
At Zorba Money, we help you grow and protect your wealth through thoughtful guidance, disciplined strategies, and a commitment to long-term financial wellbeing.
Let’s Get StartedZorba Money brings experience, transparency, and a personalised approach to every financial decision — helping you stay secure, confident, and prepared for every stage of life.
Zorba Money supports your financial journey with clear advice and dependable Solutions — so you can move forward with peace of mind.
Why Choose Zorba Money?
Your trusted partner in wealth building and financial growth.
Join investors achieving their goals
Wealth with Heart, Guidance with Purpose
At Zorba Money, we aren’t just planners — we are lifelong learners
of wealth and human behaviour. Every day begins with curiosity and
disciplined research so we can offer calm foresight and
soul-aligned guidance to every family we serve. For 27 years, our
sankalp has remained the same: turning dreams into ₹-secure
reality with clarity and joyful wealth design. With us, money
becomes more than numbers — it becomes peace, dignity, and a life
that feels truly your own.
“आनंदाने सेवा, निश्चिंत आयुष्य”.
Our Investment Strategy
A Thoughtful, Disciplined Approach to Long-Term Wealth Building
Asset Allocation
Portfolio Diversification
Income Generation & Cash Flow Management
Wealth Creation
Asset Allocation
Portfolio Diversification
Income Generation & Cash Flow Management
Wealth Creation
What We Do
Insight Before Investment
Core Team
Mr. Makarand Damle
Founder & Chief Mentor
A Certified Financial Planner & Master Mentor Trainer with 27+ years of experience, simplifying wealth creation through
Ms. Harsha
Research & Strategy
With an eye for detail and a structured mindset, Harsha ensures every strategy is backed by data and precision.
Mr. Harshad
Tax & Compliance Expert
Energetic and expressive, Harshad excels in building tax-efficient portfolios for long-term benefits.
Ms. Shilpa
Client Relations & Trust Management
Calm and empathetic, Shilpa builds deep, lasting client relationships with trust...
Frequently Asked Questions
Your Questions, Answered with Clarity
We guide you through investment Solutions, insurance Solutions, retirement Solutions, tax optimisation, and wealth management using mutual funds. Our role is to simplify decisions and structure your financial journey with discipline and clarity.
We operate as a Mutual Fund Distributor (MFD) — not a SEBI-registered advisor. Our recommendations are transparent and research-backed, but all investment choices remain solely with you.
We evaluate fund performance, risk metrics, asset allocation, fund manager consistency, and category benchmarks. Our screening ensures every suggested fund aligns with your goals, horizon, and risk comfort.
Yes. SIPs allow you to begin with as little as ₹500 per month. Consistency matters more than the amount — and even small steps can compound into meaningful gains over time.
No. We do not charge clients. Our compensation comes from standard distributor commissions paid by mutual fund companies, ensuring a seamless and zero-cost experience for you.
Absolutely. Your investments are processed directly with SEBI-regulated mutual fund companies. Your money never routes through Zorba Money. All transactions remain fully compliant and secure.
Get In Touch
Grow Together. Start With Zorba Money
We’re here to guide through every decision, ensuring your investment choices align with your dreams. Your journey to a brighter financial future begins with a conversation.
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