Money Monk incorporated in the year 2006 ; and at present having 800+ satisfied clients. We will help clients to achieve their Financial needs with effective and smart investment needs. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial distribution services, having highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We offer comprehensive financial distribution services, having highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Philosophy
Why Us
Client-Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
Focus on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. Deepak PatelFounder & CEO
With over 28 years of experience in financial services, Deepak leads Money Monk with vision, integrity, and an unwavering focus on client success. Known for his practical insights and personal approach, he has guided hundreds of families toward meaningful wealth creation. His mission is simple: to make finance easy, ethical, and empowering.
Ms. Bansri PatelCo-Founder & Certified Financial Planner (CFP)
Bansri brings a fresh, modern approach to financial planning with a strong foundation in certified expertise. With 5 years of hands-on experience and a deep understanding of clients’ evolving needs, she ensures each plan is personalized, purposeful, and future-ready.
Our Relationship Managers
Our team of dedicated Relationship Managers are trained not just in financial products, but in listening, understanding, and delivering solutions with heart. They act as personal guides for each client—offering consistent support, timely reviews, and clear answers every step of the way.
Operations & Support Team
Behind every seamless experience is our operations team—ensuring fast, accurate, and secure service across all your financial touchpoints. They make sure everything runs smoothly so you can focus on your goals.
History
Our Journey
From One Family to Thousands—A Legacy of Trust and Growth
Every milestone in our journey is rooted in one belief: that mindful money leads to a meaningful life.
Every milestone in our journey is rooted in one belief: that mindful money leads to a meaningful life.
2025
Today & Beyond
Serving hundreds of families—and growing—we’re on a mission to impact 10,000 lives with clarity, confidence, and compassion. This is just the beginning.
2025
2024
Digital Transformation
We embraced technology to serve clients across India with digital access, online planning tools, and real-time portfolio tracking—making financial freedom more accessible than ever.
2023
The Birth of Money Monk
Our philosophy took shape as a brand—Money Monk was born. Rooted in mindfulness, our firm now reflected our deeper purpose: to help people live better through smarter money choices.
2023
2020
A Purpose Beyond Profit
We refined our mission: to guide 10,000 families to financial freedom through personalized, ethical, and lifelong financial guidance.
2019
Bansri Patel Joins the Mission
Bansri Patel, a Certified Financial Planner, joined as Co-Founder, bringing structure, fresh energy, and modern planning strategies to our growing client base.
2019
2006
Laying the Foundation
Started offering mutual fund and insurance advisory services—focusing on transparency, trust, and long-term client relationships.
1997
The Beginning
Deepak Patel began his career in the financial services industry, driven by a passion to simplify money matters for families and individuals.
1997