Monism Wealth Pvt Ltd is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over 4 years, to the satisfaction of its clients. Monism Wealth Pvt Ltd offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Monism Wealth serves over 400 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.
Our Vision
To build Company name as a trusted brand in the Financial Services .
Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
Prabhakar Shukla (Director)
Work experience of 11 years in banking and wealth management.
Graduate from DDU Gorakhpur
Nitesh Tripathi (Director)
PGDM From INMANTEC Business school
Work experience of 5 years in client services and sales
Seema P Shukla (Director)
M.A, B.ed from DDU Gorakhpur
Work experience 1 year of operation handling
Nilesh Tiwari
Regional Head,Business Partner's
Graduates from Mumbai university
Work experience - 7+year experience in Financial and banking industry
3+year experience in Team handling vertical
Handful knowledge of Finance and security market.
Ambadas Kharat
Research Head
GDBM From IGIT Nagpur.
Worked experience 8 years in technical analysis
Vinay Tripathi
Senior Accountant
Post graduates from DDU Gorakhpur
Work experience of 14 years of accounting.
Kishor Ramdas Chaudhari
Regional Head, Business Partners
Diploma in Mechanical Engineering
Work experience of 38 years in Municipal Carporation of Greater Mumbai.
As Executive Engineer
