Working with Monish
When working with Monish, he often asks his clients, “You are working hard for your money but are you making money work hard for you too?” He simply believes in the principle that every individual should also make money work hard for them.
Monish realizes that people’s focus is more on earning profits but without knowing the goals or right process of reaching towards it. He believes in the hand-holding method of making his clients understand nitty-gritty’s of finance and make them realize the right kind of balancing and structuring of their finances based on their goals.
He is very passionate about spreading the prospects and pitfalls of investments in mutual funds, Life insurance, real estate and fixed income instruments. His primary objective being, to enable wealth creation for his clients through quality and conflict free financial planning advice.
As he so modestly puts it, “I may not be the best, but I am a person who understands the importance of time, patience & money.”
Monish uses his expertise to deliver a full proof umbrella plan to his clients according to their financial standing and long term goals that they wish to achieve. Working with the concept of compulsory savings, Monish helps you establish and create a fund that you can bank on as a safety net.
Individual and Family
Every parent is concerned about what happens when their life suddenly takes an unwanted turn and then, is their family’s future financially secure? What would happen to their finances tomorrow if they lost their job or the market crashed? Monish understands your anxiety and concerns and focuses on providing perspective, access to specialized resources while meeting your multi-generational family financial planning needs. He can help you navigate market declines and manage the other financial risks you face today and in the future.
With the increasingly dynamic and competitive market, it is important to secure your business. Keep your business running by securing your assets with an asset cover that allows you to get the peace of mind you deserve so that you can focus on growing your business. Don’t leave your finances to chance. Your business deserves to create a financial legacy with a firm that is committed to your continued success, generation after generation.