About Us
We specialize in teaching people about their finances. We help people of all ages, races, backgrounds, and income levels understand how to make themselves more financially secure.
Monetize Capital Financial Services is your one-stop destination for all your financial needs.
About UsContact Info
Welcome to Monetize Capital
Maximize Your Savings, Start Investment
Maximize your savings with our practical and progressive approach. Experience growth with more control and transparency over your finances and portfolio. Get started now and take control of your financial future.
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Growing with Smart Ideas
Experts in Providing Investment Consulting Services
We are a Bangalore-based financial firm, our focus is on delivering customized wealth management solutions. Our innovative single window platform empowers clients to effortlessly monitor investments across various service providers. With a mission rooted in unbiased advisory, the firm champions a holistic approach to financial planning, encompassing risk assessment, portfolio management, and wealth creation.
Our Mission
Advising a suitable instrument in the field of Financial Planning to every progressive individual according to his resources, risk appetite, and hand hold them, when it needed most to achieve a well desired life style when it require most, with utmost transparency and highest level of satisfaction.
Our Vision
The vision at Monetize Capital is to be a respected service provider in the field of Financial Planning with transparency, confidentiality and satisfaction to every progressive Individual.
Reasons to Choose Monetize Capital
UnderstandingNeeds
In a very first step, the Financial Planner understands the Investor’s needs, wants, capacity, immediate and future goals. This helps the Financial Planner to draft a detailed plan to be implemented in future with mutual agreement. Here the Financial Planner shares his way or working and what not to expect from him/her.
GatheringData & Goals
The Financial Advisor, here collects the Qualitative and Quantitative data from the investor like General Family Profile, Assets & Liabilities, Cash in and outflows, Insurance Policy details, Current investments, WILL/Trust ets.
InvestorsRisk Profiling
With the help of a questionnaire or other way, the Financial Advisor tries to access the Risk Taking and Risk Tolerating capacity of the investor. This helps in making a decision about Assets Allocation.
Developing &Presenting a Plan
In this stage, the Advisor develops a plan on the basis of data collected so far and present it before the Investor, If any changes required, they do or else proceeds ahead.
Implementation
Once the plan gets approve mutually, then the implementation gets starts by keeping all the aspect of future flows, Market scenarios with consideration of time. Keep in mind, without implementation, the plan has no value.
Review & Monitoring
It is the duty of both the advisor and investor to monitor and review the plan on time to time basis. This should be done by keeping the market scenarios, investor’s goals, prevailing taxes etc. Some tactical allocations are also required.
Our Investors are working for these Companies.
Avg.Rating 4.8/5
Based on Client
Reviews.
Investors Say's About Us
I have been in journey with Monetize capital from last 6 years.My financial
advisor Avinash is like a great friend who provide honest advice and he is
always available for all your needs.
Big thumbs up 👍👍 for their great work.
Kajal Kumar
Avinash's advice really help me to efficiently manage my savings and investment for achieving log term and short term financial goal. His calculation is very precise when it comes to choose Mutual Funds or any other stocks to get maximum returns. I strongly recommend Monetize Capitals service to all who doesn't know how to and where to invest.
Malay Nilabh
Avinash has good experience related financial market. With my experience of investing, he guided me with the facts about market. The good part is that he regularly (quarterly) review my investment and advice next investment planning.
Mohan Shivalingamurthy
Avinashji provided right guidance and support in planning investments for future needs like retirement, education etc. He has in depth knowledge and experience in financial planning. I would definitely recommend him as financial advisor. Thank you.
Archana Hegde
Excellent service. Good explanation of market trends. Practical investment suggestions mapped to individual risk profile. Multiple product portfolio for investment. Crafts solutions to individual requirements. Visits periodically to discuss current and future plans.
Madhukar SN
My experience with Monetize Capital is very nice , I started my journey in 2020 at the period of lockdown but it’s been a great step ahead which benefits me a lot in every manner , I always wanted to invest with Monetize in my lifetime.