Wealthy Monk ideates, executes & monitor a customized financial plan for its clients. It makes your investing experience simple & scalable by designing a well-defined process to understand & execute your investment requirements.
Founded 2016
A deeper understanding of your investments, leading to better investment decisions.
A quick insight of your financial assets to evaluate and make an informed decision of finding the right portfolio for your needs. Setting focused financial goals, defining risk profile, & aligning portfolio with customer goals & continuously changing economic environment. Make the whole process paperless focusing on providing scalability – transferability – tax compliance & ongoing personal assistance to achieve your financial goals.
