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About Us

THE COMPANY

Vision

Our vision is to be the leader in helping people become financially secure.

Philosophy

Go Mutual Fund follows a long-term fundamental research based approach to investment. The approach is to identify right financial products to suit our clients financial needs (liquid, debt , balanced , equity funds ). We research and identify funds by analyzing their benchmark performance, fund managers , portfolio , rating and ranking etc.

The Team

A talented set of management grads, business analysts, customer service reps, financial specialists comprise our energetic team.

Our management team brings together considerable talent and experience in financial fields. Their extensive exposure to the workings of international markets helps them clearly understand the global perspectives of our customers.

Our team continuously upgrades their technical skills to support market dynamics. Dedicated professionals competent in their respective fields render superior client servicing. Experience the difference that a team of seasoned professionals can make.

about
01

VISION

Our vision is to be leader in helping people become financially secure

02

MISSION

To educate people on the financial opportunities available and make them financially secure.

Our Team

Shiraj Jacob

Co-founder

Shiraj Jacob

He is the Mentor & Co-founder of Go Mutual Fund. He has acquired significant experience in banking and financial service across the Middle East and Indian markets . He brings with him an experience of 18 years , mainly in Retail Banking , Business Development , Insurance , Real Estate and Infrastructure sectors . Prior to this , he was the Head of Muthoot Group based in Dubai and was instrumental in setting up business for Muthoot in UAE, Kuwait and Bahrain.

He has also worked with Standard Chartered Bank , ICICI Home Finance and HDFC Life and is also certified in Private Equity and Capital Market Financing from IIM Banglore. Shiraj believes that people don’t plan to fail they just fail to plan. His interest in investing led him to be a successful advisor. He has travelled extensively across the globe and is a passionate photographer

Rojan D Tharayil

Co-founder

Rojan D Tharayil

He is the Co-founder of Go Mutual fund . He brings with him an experience of 18 years, in FMCG and financial services. He has worked with Kurl-on Ltd, Weizmann Home Finance and HDFC. He was rated the best Sales Manager in the state Level and zonal level, in HDFC.

He is a certified Chartered Wealth Manager from American Academy of Financial Management, approved by SEBI and is valid in 151 countries.He is also certified in Executive Managerial Programme from IIM Calcutta. He is an active sports person and has participated in various marathons

Renjish M C

Co-founder

Renjish M C

He is the Co-founder of Go Mutual Fund. He brings with him an experience of 15 years in Telecom, Retail finance and Insurance sector. He is a Million Dollar Round Table Achiever and is CertifiedChartered Financial Goal Planner from American Academy of Financial Management.His extensive exposure to the working of international markets helps him to clearly understand the global perspective of investors. He has travelled to Switzerland, Netherlands and Middle East as reward and recognition of various organizations. He is an active sports person and is passionate about swimming.

VIVEK SHENOY

Independent Advisor

VIVEK SHENOY

Vivek has 28 years’ experience in the realm of assurance, risk management and corporate finance advisory services and, also has CXO level experience with corporates, predominantly in the financial services sector. Vivek has been recognized for building efficiencies in business processes, advising on sustainable business models, and thus helping the organization achieve its stated goals in growth and rapid turnaround environments. He was chosen as the Risk Manager of the Year at the maiden India Risk Manager Awards conducted by ET Now and ICICI Lombard in March 2014.

RAGHU BALAKRISHNAN

Independent Advisor

RAGHU BALAKRISHNAN

Raghu is a highly proficient finance professional with more than 18 years of overall experience. He has gained considerable experience in banking & financial services primarily in investment management, financial control and business development. In his most recent position, he was the Senior Vice President within the Private Equity Division of Gulf One Investment Bank, a Bahrain based investment bank. At Gulf One, Raghu was involved in structuring and managing private equity funds and the Bank’s direct investments in excess of US$ 300 million.

NIRMAL SHAH

Independent Advisor

NIRMAL SHAH

Nirmal is an is experienced finance professional with expertise in negotiations, mergers and acquisitions, private equity investments and advisory. He has wealth of experience in advising, evaluating and investing in assets/companies across India, GCC and Europe. He has worked across cycle of transaction such as business origination, deal evaluation, financial analysis, deal presentation to investors, negotiations, investment structuring and Monitoring. Most recently Nirmal was associated with Ryan International Group of Institutions as head of global business and corporate strategy. He has worked with in India and GCC with leading corporate houses and investment banks such as JM Morgan Stanley, SBI Capital Markets, Global Banking corporation in various investment, advisory roles. Nirmal is qualified Chartered Accountant from India and Chartered Financial Analyst from CFA Institute USA

News & Events

The June 2017 issue of the Malayalam financial magazine- Dhanam featured an article about Money Tree Advisory services.As part of CSR activity, we donated a wheel chair and ramp to Thrissur railway station in the presence of Hon. Minister Mr. Sunil Kumar.

Money Tree Advisory Services has been honored in various events conducted by AMC’s across India.

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“We will only do with your money what we would do with our own”- Warren Buffet