MONARCH CONSULTANCY

Your Goals. Your Future. Our Guidance.

Simple, personalised financial planning for Protection, Investment & Future Goals.

Plan My Finances Talk to Bharatt

Policy નહીં… Proper Planning.

Bharatt A Kelawala - Financial Consultant

Insurance since 2010

Experience built on trust

Mutual Funds since 2021

Goal-based guidance

Since 2010
Insurance Experience

Since 2021
Mutual Fund Business

Personalised Guidance
Goal-Based Financial Planning

Our Financial Services

Planning that starts with your goals.

Protection, investment and review services arranged around your financial journey.

01

Goal-Based Planning

Start with the goal and turn important life milestones into a practical financial plan.

02

Insurance Planning

Protect your family, income and responsibilities with suitable protection planning.

03

Mutual Funds

Invest for long-term goals with a professionally managed and diversified approach.

04

SIP Planning

Invest regularly, build discipline and work towards long-term financial goals.

05

Portfolio Review

Check whether your existing investments remain aligned with your goals and risk comfort.

06

Retirement Planning

Prepare financially for a more independent and confident retirement.

Your Goals

What are you planning for?

Your plan should be connected to the life you want to build.

Home

Children's Education

Marriage

Wealth Creation

Retirement

Family Protection

How We Work

Understand → Plan → Implement → Review

A simple process designed around your goals, responsibilities and priorities.

01

Understand

We understand your goals, income, responsibilities and priorities.

02

Plan

We create a practical strategy around your financial goals.

03

Implement

We help you take suitable investment and protection steps.

04

Review

We review progress and make changes when your life or goals change.

Bharatt A Kelawala - Financial Consultant

Meet Your Financial Consultant

Bharatt A Kelawala

Financial Consultant

Insurance since 2010 Mutual Fund Business since 2021

“I believe financial planning should be simple, practical and connected to your real-life goals.”

Book a Consultation

Who Can We Help?

Financial planning for different stages of life.

Salaried Professionals

Plan investments, protection and future goals.

Business Owners

Protect income, family and business wealth.

Families

Plan children's education, marriage and family security.

Pre-Retirees

Prepare for a financially independent retirement.

Why Monarch Consultancy?

Guidance built around you — not a product.

Simple Guidance

Financial concepts explained in easy language.

Goal-Based Approach

We start with your goal, not with a product.

Personalised Planning

Your financial plan should fit your life.

Long-Term Relationship

Planning continues after the investment is made.

Regular Review

Your plan should evolve as your life changes.

Financial Planning Guides

Simple ideas for better financial decisions.

SIP and lumpsum investing

MUTUAL FUNDS

SIP vs Lumpsum: What's the Difference?

Understand how regular and one-time investing differ and where each may fit.

Child education planning

GOAL PLANNING

How to Start Planning for Your Child's Education

Turn a future education goal into a clear target, timeline and investment approach.

Portfolio review

PORTFOLIO REVIEW

Why You Should Review Your Investment Portfolio

See whether your investments are still aligned with your goals, time horizon and risk comfort.

Your Future Deserves a Plan.

Let's start with one conversation about your protection, investment and future goals.

Book a Consultation