Client focused
Conflict-free advice
Exclusively investment advice
Independently owned
Collaborative approach
Each client is unique
Frequent factors considered like Risk tolerance and Investing experience
Wealth Management
Provides solutions to a wide array of clients ranging from affluent to high-net-worth and ultra-high-net- worth.
Investment Planning
Provide plans to safeguard your family's future and meet your investment needs wisely and achieve your dreams confidently.
Friendly Assistance
Provides a well informed advice by offering information and guidance on all financial matters include taxes, investments and insurance decisions.
Best Support
We have an excellent team of experienced consultants with average experience of 8 years, each of them specializing in particular types of support.
Our Services
FINANCIAL PLANNING
Framing financial policies in relation to procurement, investment and administration of funds.
STOCK MARKET TRAINING
We offers comprehensive trading courses for novice and experienced investors and traders.
MUTUAL FUNDS
Experience the most simplified and hassle-free mutual fund investments and get better solutions.
INSURANCE SERVICES
We provide a one-stop solution to compare and buy the best insurance policies online instantly.
What Makes Us Different
Our Statistics
Years Experience
Social Media Followers
Services
About us
About Monetize Financial!
One stop solution for all your investment needs
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 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.
Need help with investing ?
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Schedule a Call
Or Call us at +91-8871483336
Our Team
Rahul Gupta
Founder & CEO
Rahul is a serial-entrepreneur with Sales & Marketing as his life-long passion. He has completed his Engineering in Computer Science from MIT and PGPM in Finance from IBS, Bangalore and MBA in Marketing from ICFAI University, Dehradun. Rahul is an NISM Certified Research Analyst, Investment Advisor and Certified Mutual Fund Distributor. Since the age of 15, Rahul has been actively involved in financial markets. Rahul has made some early bets in fintech, e-commerce and ed-tech space in the country and is an advisor to few multi-million dollar businesses.
Mayur Garg
Income Tax & Loans Expert
Mayur Garg, a financial expert, can bridge the gap between your fund requirements and lenders, may it be Bank / NBFCs or private lenders in the form of Project Loans, Fund /Non-Fund Based loans, WC Limits, Retail Loans. He has a good experience in managing finances of private individuals as well as corporate entities, including arrangement of funds. He is well versed in formulating and implementing internal controls within a business organization along with financial structuring and restructuring of any organization.
Vinay Bhatia
Mutual Fund Expert
Vinay, an expert of Mutual Funds with a demonstrated history of working in the financial services industry. He has completed his MBA in Finance and worked with India’s leading private sector bank for more than four years then worked with few Insurance and Mutual Funds Companies. Vinay is a Certified Mutual Fund Distributor and strong finance professional serving more than 350 clients. His approach is straightforward – get straight to the point and provide direct and simple advice.
Sagar Vengurlekar
Stock Market Trainer
Sagar, an expert of financial markets with decades of experience worked with broking firms and investment advisors in Research, Business Development and Training Department. After completion of his graduation, he started working in the broking industry and after completion of successful 2 years moved into the research & training department and created some excellent trading setup/ strategies to gain maximum return from financial instruments which are available in trading platforms.
Rahul Gupta
Founder & CEO
Rahul is a serial-entrepreneur with Sales & Marketing as his life-long passion. He has completed his Engineering in Computer Science from MIT and PGPM in Finance from IBS, Bangalore and MBA in Marketing from ICFAI University, Dehradun. Rahul is an NISM Certified Research Analyst, Investment Advisor and Certified Mutual Fund Distributor. Since the age of 15, Rahul has been actively involved in financial markets. Rahul has made some early bets in fintech, e-commerce and ed-tech space in the country and is an advisor to few multi-million dollar businesses.
Mayur Garg
Income Tax & Loans Expert
Mayur Garg, a financial expert, can bridge the gap between your fund requirements and lenders, may it be Bank / NBFCs or private lenders in the form of Project Loans, Fund /Non-Fund Based loans, WC Limits, Retail Loans. He has a good experience in managing finances of private individuals as well as corporate entities, including arrangement of funds. He is well versed in formulating and implementing internal controls within a business organization along with financial structuring and restructuring of any organization.
Vinay Bhatia
Mutual Fund Expert
Vinay, an expert of Mutual Funds with a demonstrated history of working in the financial services industry. He has completed his MBA in Finance and worked with India’s leading private sector bank for more than four years then worked with few Insurance and Mutual Funds Companies. Vinay is a Certified Mutual Fund Distributor and strong finance professional serving more than 350 clients. His approach is straightforward – get straight to the point and provide direct and simple advice.
Sagar Vengurlekar
Stock Market Trainer
Sagar, an expert of financial markets with decades of experience worked with broking firms and investment advisors in Research, Business Development and Training Department. After completion of his graduation, he started working in the broking industry and after completion of successful 2 years moved into the research & training department and created some excellent trading setup/ strategies to gain maximum return from financial instruments which are available in trading platforms.
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.
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