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About Us

Our Story


Founded in 2025, MS Square is a proud SEBI-registered investment advisory firm born from a passion for delivering transparent, personalized investment strategies. Though we are in our inaugural year, our firm is backed by a team of seasoned professionals, whose collective experience spans decades in the financial markets.

From the outset, our mission has been clear: to empower our clients with well-researched, client-centric advice while upholding the highest standards of regulatory compliance. We recognized an industry in need of more accessible, honest financial guidance—one that places the client’s unique goals at the forefront of every recommendation.

At MS Square, every piece of advice is rooted in rigorous market analysis and a commitment to ethical practices. Our journey may be new, but our principles are time-tested. As we continue to grow, our focus remains on forging long-term relationships with our clients through transparency, integrity, and an unwavering commitment to helping you navigate the evolving financial landscape.

Mission and Vision Statements

Our Mission

At MS Square Investment Advisors LLP, our mission is to empower investors by delivering personalized, transparent, and research-driven financial advisory services—all while strictly upholding SEBI guidelines. We are committed to:

  • Client-Centric Solutions: Crafting tailored investment strategies that address each client’s unique financial goals and risk profiles.
  • Integrity & Transparency: Ensuring every recommendation is delivered with honesty and clarity, fostering trust and enduring client relationships.
  • Excellence in Compliance: Rigorously adhering to regulatory standards, so our clients can make informed decisions with confidence.
  • Empowerment Through Information: Providing clients with comprehensive market insights and educational resources, enabling smart, proactive investment decisions.

Our Vision

We envision a financial future where every discerning investor has a trusted partner dedicated to their success. Our goal is to redefine the investment advisory landscape by:

  • Being the Benchmark of Trust: Establishing MS Square as the most reliable and ethical name in investment advisory services.
  • Fostering Innovation: Integrating cutting-edge market research and innovative strategies that set new standards in personalized investment management.
  • Creating Enduring Value: Building long-term partnerships that not only aim for sustainable growth but also ensure financial security through each market cycle.
  • Transforming Financial Empowerment: Inspiring confidence by demystifying the complexities of the financial world through transparent, compliant, and client-focused guidance. 

Our tagline, "Simplify Money, Simply FI Life" resonates our philosophy and mission statement. It emphasizes the importance of simplifying financial matters ("Simplify Money") to make the journey toward financial independence (“FI”) and a fulfilling life ("Simply FI Life") more seamless and enjoyable.


Let’s make our money work as hard as we work for it!

Meet our team

Mohnish Saini

Founding Partner & Principal Officer

A qualified Chartered Accountant, with over 17 years in the financial services industry, Mohnish founded MS Square Investment Advisors LLP with a clear vision: to bring transparency and personalized advisory services to every investor.

Having achieved his own financial independence at 39 years of age, Mohnish quit his high-profile consulting job at a MNC consulting firm before the age 40 to pursue other things that are more important in his life such as increased family time, taking care for the ageing parents, focusing on personal health and his passions to contribute for social causes to build a better world. 

With the desire to contribute to social causes and fueled by his entrepreneurial dreams, Mohnish started this firm to fulfil the ever-growing needs for a professional, transparent and affordable guidance on financial matters for individuals and Indian households in an increasing VUCA (Volatile, Uncertain, Complex, and Ambiguous) world. 

Qualifications and Certifications:

  • Chartered Accountant (May 2007) with over 17 years of experience in professional services industry
  • Certificates from National institute of Securities Market in Investment Advisor Modules - X-A (Level 1) and X-B (Level 2)
  • Deep financial knowledge and analytical skills
  • Extensive experience in professional services and business development roles
  • Commitment to regulatory integrity and SEBI compliance
  • Proven track record of effective client communication and relationship building.

At the heart of our operations, Mohnish spearheads our commitment to transparency and ethical practices. With a profound understanding of SEBI regulations, Mohnish ensures that every client interaction and recommendation adheres to the highest standards of regulatory compliance. This rigorous attention to detail builds long-lasting trust and clarity with our clients.

At MS Square, these qualifications, certifications and unique skill set reinforce our mission to empower our clients—backed by advanced industry knowledge, solid regulatory compliance, and a passion for excellence. They serve as both a credential and a commitment: ensuring that every piece of advice and strategy you receive is built on a foundation of proven expertise and reliability.