Bengaluru, Karnataka
Gitesh Monga is a Private Wealth Manager and dedicated to helping high-net-worth individuals and families achieve their financial goals through personalized investment strategies and wealth management services. With over 6 years of experience in the financial industry, he has a deep understanding of the complex financial needs of the ultra-affluent. Gitesh is skilled in creating and executing customized investment plans that are designed to align with each client’s unique financial objectives, risk tolerance, and investment preferences.
The main motto is to help my clients preserve and grow their wealth, so they can enjoy a comfortable retirement, meet their long-term financial goals, and leave a lasting legacy.
Areas of Expertise;
Investment Planning and Portfolio Management
Tax Planning and Estate Planning
Retirement Planning and Income Generation
Risk Management and Asset Protection
Philanthropic Planning and Charitable Giving Strategies
Financial Planning and Wealth Advisory
Our goal is to simplify the complicated world of investments and help clients preserve their hard-earned assets.
G.M. Capital Advisor
Dec 2018 - Present
ICICI Bank
Jun 2017 - Sep 2018
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