Navneet khatri
Navneet Khatri (born 6 September 1981) is an Indian financial advisor, investment planner, and insurance consultant from Bikaner, Rajasthan. Popularly known as the Financial Doctor, he is the Founder and Sales Director of Money Devta Finpro, a financial services company that provides mutual fund distribution, stock market investments, and insurance advisory across India.
He is an AMFI Registered Mutual Fund Distributor, IRDA Certified Advisor, and Stock Market Sub-Broker, managing an Assets Under Management (AUM) portfolio exceeding ₹10 crore. His goal is to help over 1000 Indian families achieve financial independence through structured investments and health insurance solutions.
Early Life and Education
Navneet Khatri was born on 6 September 1981 in Bikaner, Rajasthan. He earned his Bachelor of Arts (B.A.) degree before beginning his journey in the financial services industry. His early professional years focused on client relationship management, insurance consultancy, and understanding the Indian financial ecosystem, which later shaped his expertise in mutual funds, wealth planning, and financial education.
Money Devta Finpro (Founder & Sales Director, 2019–Present)
In 2019, Navneet founded Money Devta Finpro, a financial advisory firm based in Bikaner, Rajasthan. The firm operates with the vision of “Financial Freedom for 1000 Families,” focusing on helping individuals plan, protect, and grow their wealth.
Key Achievements:
- Managing over ₹10 Crore in Assets Under Management (AUM)
- Serving 500+ clients across Rajasthan and other states
- Providing investment and insurance solutions for families and businesses
- Conducting investor awareness and financial literacy workshops
- Promoting ethical investment and long-term wealth protection
Professional Credentials
- AMFI Registered Mutual Fund Distributor
- IRDAI Certified Insurance Advisor
- Stock Market Sub-Broker
- Financial Policy Review Expert
- Health Insurance Expert
- Child Education & Future Planning Specialist
- Retirement Planner and Recruitment Advisor
Services Offered
Money Devta Finpro provides comprehensive financial and insurance services, including:
- Mutual Funds (Equity, Debt, SIPs, ELSS)
- Health Insurance & Mediclaim Policies
- Life Insurance & Term Plans
- Vehicle, Property & Commercial Insurance
- Corporate & SME Insurance
- Stock Market Investment (Sub-Broker Services)
- Bonds & Corporate Fixed Deposits
- National Pension System (NPS)
- Goal-Based Financial Planning
- Tax-Saving & Investment Strategies
- Retirement & Child Education Planning
- Wealth Creation and Risk Management
Vision
To empower over 1000 Indian families with financial awareness, investment discipline, and reliable protection strategies, enabling sustainable wealth creation and security.
Mission
To simplify financial planning for every household by providing personalized, transparent, and research-backed investment solutions.
Core Expertise
- Mutual Fund & SIP Advisory
- Stock Market & Sub-Broker Services
- Health & Life Insurance Planning
- Retirement & Tax Saving Investments
- Child Education & Family Protection Plans
- Financial Risk Analysis and Wealth Growth Strategies
Philosophy
Navneet Khatri believes that True wealth is built through discipline, knowledge, and protection. His financial advisory approach blends transparency, education, and client trust, ensuring every investor gains both confidence and clarity in their financial journey.
Social Media
Personal Life
Navneet Khatri lives in Bikaner, Rajasthan. Beyond finance, he is passionate about community welfare, financial education, and mentoring young investors and professionals.