About Monetize Financial!
One stop solution for all your investment needs
About us
Monetize Consultancy & Financial Services is ISO 9001:2015 Certified firm which offers investment consulting services to individuals and corporate clients with the aim of ensuring stable short-term and long-term returns from the financial markets and wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Investment Plans, Mutual Funds, Financial Market Training, Loans and Real Estate Consultancy.
Rahul Gupta is the founder and proprietor of Monetize Consultancy And Financial Services serves over 2600 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their Financial goals.
We are in Business of Wealth Creation through Goal Based Financial Planning (Child Education Planning, Child Marriage Planning, Retirement Planning etc.), Tax Planning, Insurance (Life, Health, General, Business, Travel), Mutual Funds, Fixed Deposits, Bonds, Stock Market Training, All types of Loans & Real Estate Advisory.
Our commitment to its founding principles of integrity and dependability will win the trust of our clients, resulting in years of impressive results. Our clients look for capable, experienced and candid advisor, who provides a high level of personal attention, transaction expertise and top results. We deliver solutions that meet all the personal, financial and strategic goals of our Clients.
We believe in being the firm where every action we take, every investment strategy we employ, every decision we make, puts clients first and regarded by our clients as thoughtful investors advisors. We do not have a one size fits all portfolio or product that we use regardless of the client’s unique needs. Our clients require customization and we have a range of options available to them.
Our Vision
To build company as a trusted brand in Financial Services Industry.
Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
❖ Highest standards of quality at reasonable cost.
❖ Meeting the general and sophisticated financial goals of our clients.
❖ Developing, encouraging and rewarding superior performance of our employees.
❖ Our Motto is to invest your money carefully and safely like own investment.
Our Team
Testimonials
Brijendra Singh Gurjar
Producer / Director at Star Films & TV Production
Mumbai, Maharashtra
Stock Market Training course has really helped me alot, now I have started training on my own and started earning money from the stock market. I have learnt so many extra things which were unknown to me. I am really thankful to the Monetize team to provide me such wonderful training. Trainers are also very knowledgeable and experienced.
Vivek Dwivedi
RJ/ Stand Up Comedian/ Voice Actor
Dubai, UAE
I have completely satisfied with the services offered by Monetize as it really helped me alot to build my wealth and you were quick and prompt on my queries and provided immediate assistance wherever needed. Especially, when I was new to the financial market, you have very well guided me regarding techniques and approaches which need to be there.
Sandip Kishor Bari
Owner at New Central Book Stall
Dhule, Maharashtra
Thanks For your Valuable Support Team Monetize. The way of explanation, examples given, your deep knowledge level definitely helpful for new ones like me. I think I’ve got not only teaching but moral support & developed my decision making capacity at the right time & right way. I think one can be very perfect if one follows your strategies.
Ankit Agrawal
Software Engineer at Samsung
Pune, Maharashtra
I really thank you for your guidance on the investment, I was looking for someone who could explain to me about Mutual Funds and you have explained me very well. I am impressed with your knowledge of mutual funds and investment strategies and I got complete advice on my portfolio. Looking forward to more advice in the future.
Pushpak Shrivastava
Software Engineer at Wipro
Bangalore, Karnataka
I was very much confused about buying insurance policy for me and my family, then i got to know about Monetize Consultancy And Financial Services. I got complete support and explanation about all insurance companies and policies as per my need. Thanks a lot for helping me to choose the right plan for me. Looking forward to a long term relationship.
Suyash Jain
Student
Indore, Madhya Pradesh
I am very happy to take the decision to join a Stock market training course with Monetize Consultancy And Financial Services. My trainer Sagar sir has always been So encouraging , supportive And most importantly open to connect with the student At any point. They give their 100%. I am proud to be a part of this training course.
Gaurav Sehgal
Owner at Software Company
Delhi
Thank you Monetize team for suggesting a good Investment Plan for me, suggested plan is perfect for me and my family. I was looking for the best investment plan as per my need, however everyone was suggesting for their monetary benefit. Thanks team for saving my money and time. Thanks one again Rahul sir for the same.
Our Business Partners
