Navneet khatri
Navneet Khatri (born 6 September 1981) is an Indian financial advisor, investment planner, and insurance expert based in Bikaner, Rajasthan. Popularly known as the “Financial Doctor”, he is the Founder and Sales Director of Money Devta Finpro, offering comprehensive financial planning and insurance consultancy services across India.
With over a decade of professional experience, Navneet Khatri is an AMFI Registered Mutual Fund Distributor and an IRDA Certified Insurance Advisor, managing an Assets Under Management (AUM) portfolio exceeding ₹10 crore. His mission is to help at least 1000 families achieve financial freedom through disciplined investment and protection strategies.
Early Life and Education
Navneet Khatri was born on 6 September 1981 in Bikaner, Rajasthan, India. He completed his Bachelor of Arts (B.A.) degree before entering the financial services sector. His early career involved customer relations and insurance consulting, which laid the foundation for his expertise in mutual funds, financial planning, and long-term wealth management.
Money Devta Finpro (Founder & Sales Director, 2019–Present)
Navneet founded Money Devta Finpro in 2019 to provide holistic financial guidance and insurance solutions. His company operates with a vision of “Financial Freedom for 1000 Families,” emphasizing responsible investments and risk protection.
Achievements:
- Handling and managing over ₹10 Crore in Assets Under Management (AUM).
- Serving more than 500+ satisfied clients across Rajasthan and other states.
- Providing comprehensive advisory on mutual funds, NPS, and tax-saving schemes.
- Helping clients achieve long-term financial security through diversified portfolios.
- Conducting financial literacy sessions for families and small business owners.
Professional Credentials
- AMFI Registered Mutual Fund Distributor
- IRDAI Certified Insurance Advisor
- Financial Policy Review Expert
- Child Education & Future Planning Specialist
- Retirement Planner and Recruitment Advisor
Services Offered
Money Devta Finpro provides a complete range of investment and insurance solutions, including:
- Mutual Funds
- Health Insurance
- Life Insurance
- Vehicle Insurance
- Commercial Insurance
- Property Insurance
- Bonds & Corporate Fixed Deposits
- National Pension System (NPS)
- Goal-Based Financial Planning
- Retirement Planning
- Tax-Saving Investments
- Child Education Planning
- Wealth Creation & Risk Management
Vision
To empower at least 1000 Indian families to achieve financial independence through ethical investment practices, strategic insurance planning, and disciplined wealth creation.
Mission
To simplify financial decisions for individuals and businesses by providing transparent, personalized, and expert financial advice that ensures long-term value and security.
Core Expertise
- Mutual Fund Advisory and AUM Management
- Insurance Planning (Health, Life, Vehicle, Property)
- Child Education & Retirement Planning
- Financial Risk Assessment & Wealth Protection
- Corporate and Commercial Insurance Solutions
- Financial Literacy & Investor Awareness
Philosophy
Navneet Khatri believes that “True wealth is built through discipline, knowledge, and protection.” His advisory approach combines transparency, ethical selling, and lifelong client relationships, ensuring every family can plan confidently for the future.
Social Media
- Official Website
- Instagram – @moneydevta
- Instagram – @financialdoctor__
- Facebook – Money Devta Finpro
- LinkedIn – Navneet Khatri
Personal Life
Navneet Khatri lives in Bikaner, Rajasthan, India. Outside his profession, he is passionate about financial education, social welfare, and helping young professionals build stable, protected futures.