Our Story
A genius is the man who can do the average thing (consistently) when everyone else around him is losing his mind - Napoleon
Wealthy Monk was initially conceptualized by band of highly successful & experienced Investment professionals in 2016. In the midst of highly growing investment advisory industry plagued with vested interest & taking a transactional view to financial planning through advanced tech platforms or through muscle power of large distribution franchisees, without any focus on continuity of the client’s financial planning journey. With backing of Fintegriti Capital as a mentor, incubator & investor, it took us over a year to move from conceptualization to realization & Wealthy Monk was formally born on June 2017 with a clear focus of providing 100% tech-enabled niche boutique wealth advisory platform which was a fusion of Human Intellect with Tech for providing end-to-end wealth management solutions with no geographical constraint.
No sales department & no targets – Just authentic old style asset allocation based financial planning but totally paperless & 100% tech driven. Focus was only 2 – Client interface & Client Experience & all new businesses are through referrals with 100% customer retention.
Be a maker who makes something interesting that people want. Show your craft, practice your craft & the right people will eventually find you ……….
Our Passion & energy is focussed on creating an experienced team, developing best in-class technology enablers & institutionalizing standardized processes. Our back-bone is strong research, processes & consistent out-performance, while high standards of customized client servicing are testaments to the robustness & scalability of the model.
