“Associate Partner” at Aditya Birla group- 2007-2015, “Select-Relationship Manager” at IndusInd Bank - 2015-2016, “Preferred-Relationship Manager” at HDFC Bank - 2016-2017 and “Senior Relationship Manager-Wealth” at India Infoline Finance Ltd. (IIFL)- 2017-2018. We celebrate December 1st, 2018 as the Foundation Day for “Monetize Capital".
Certified Financial Planner (CFP) from America through FPSB India.
We provide the Right Knowledge, Right Guidance on Insurance, Taxation, Investments, and Loans to our Valuable Clients.
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.
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.
Solutions that meet the client's expectations by realizing the clients’ Financial Goals.
Continuous search for opportunities beyond the agreed communications and Investors Goal.
Creative approaches to the client's special needs in order to find unique and tailor made Investments solutions.
Professional quality of services & advice. We are expert in our domain.
Courage and readiness to communicate on behalf of client in crisis.
Strong technological background with support system.
In financial planning, three pillars—investment advisory, taxation, and loan management—work together to ensure stability and growth. Effective integration of these components is crucial for maximizing returns, minimizing liabilities, and achieving long-term financial goals. Integrating these into a unified strategy allows individuals and businesses to navigate financial complexities effectively. By leveraging expert advice, understanding tax implications, and managing debt wisely, one can achieve financial stability and long-term growth.
Investment, Taxes and Loans are integral part of our Financial Planning. It is difficult to avoid any one of them from our today's life.
Providing complete Tax Solutions for Individuals like Filing Income Tax Return, Guiding how to save tax. For corporates- supporting in GST, VAT etc. since 2005.
Contact UsA Debt Syndication Professional with 14 years of Experience in the Debt Market. Having rich work experience in Credit Rating Agencies, Debt Syndication Firms and NBFCs spanning 10 years. We strive to give Debt Funding solutions through a structured approach and Solve Eligibility issues through various Debt Funding approach. .
Contact UsThe moment, so blinded by desire, that they cannot foresee and trouble that are bound to ensue.
Send Request