At Moniwise, we provide unbiased financial planning services tailored to your unique needs. Our mission is to empower individuals and families with the knowledge and tools to make informed financial decisions, ensuring a secure and prosperous future.
The entire financial services industry pushes investors in believing that the biggest problem is picking the right mutual fund and timing (entering/exiting) the market.
80% of women in India struggle with financial literacy. This lack of awareness and accessibility hinders their ability to make informed financial decisions and achieve financial independence.
Financial products like Funds and Insurance (health, Life, etc.) - All have been subject to mis-selling. Some deliberate (for commission), some due to lack of awareness of the nuances within the product offering.
Three-fourths of the adult population in India do not have more than a fundamental understanding of financial planning concepts. Within younger adults, just 30% meet the threshold of financial literacy.
We offer a wide variety of services and options to suit your financial needs
For a confident investor, or one with a wealth manager, but looking for an independent review of your portfolio
When your investments are all over the place, looking for portfolio consolidation, or new to investing and want to invest to a predefined plan.
Tailored for those looking for a trusted, unbiased partner to manage your investments and track them for you according to a mutually agreed financial plan.
You want an end-to-end white glove service that covers Superman service, including a partner to file your taxes and create a Will for you on your behalf to secure safety for the next generation.
Doing well with money has a little to do with how smart you are and a lot to do with how you behave.
360-degree financial planning services
Identify any risks and gain confidence on your portfolio
A detailed analysis of your portfolio and a status of your financial health
Cover the basics, consolidate your portfolio and an unbiased financial plan to help execute and track
Financial plan and setting up investments
Creating an unbiased financial plan, a well balanced financial portfolio and execution of trades on your behalf
Financial plan and setting up investments
Creating an unbiased financial plan, a well balanced financial portfolio and execution of trades on your behalf, in addition to tax filing and estate planning
Financial plan, Quarterly reviews, Execution of trades, Tax filing and Will creation
SEBI Registered Investment Adviser, with over 20 years of experience in Financial, IT and Healthcare sectors. **On a mission to improve financial literacy and awareness among younger adults and women through seminars, workshops, and by running a financial awareness blog.**
Fixed - On Demand
Perfect for pretty much anyone looking for a review
Hybrid - Yearly
**Recommended for assets < ₹75L and for those new to investing.**
Hybrid - Yearly
**Recommended for portfolios that are > ₹75 Lakhs.**
Hybrid - Yearly
**All-inclusive, recommended when assets are > ₹2 Crores.**
Gopal has always guided me well on my financial planning needs and shared a detailed plan, which helped me start the journey of investing for my future 12 years ago. Whenever I have a question on my finances, I always look to him. I have referred several of my friends to him and would always recommend him as a trustworthy and a dependable person to guide.
I've known Gopal for nearly a decade, and his guidance was instrumental in helping me grasp the fundamentals of goal-based investing and develop a financial plan. This support allowed me to embark on my investment journey a few years ago. To this day, he remains my go-to expert for advice on investments and retirement planning. His unique strength lies in understanding individual needs and providing tailored recommendations.
Contact us for a free consultation