Achieve
Financial Freedom with Expert Guidance
20 Years of Experience in Wealth Management, Investment Planning, and Financial Consulting.
Who Am I ?
Welcome to MoneySkillsByRohit, your trusted partner in financial success. With nearly two decades of experience, I specialize in helping individuals, families, and businesses navigate complex financial decisions. My personalized approach ensures that each client receives strategic solutions tailored to their unique financial goals. Whether you are looking to grow your investments, plan for retirement, or optimize your taxes, I am here to guide you every step of the way.
At MoneySkillsByRohit, I believe that financial security is within everyone’s reach. By leveraging industry expertise, cutting-edge tools, and a deep understanding of market trends, I work to provide clients with the confidence and knowledge needed to make informed financial decisions.
I have done my MBA in Finance & Marketing from Amity Business School, Noida in 2007, joined Motilal Oswal Securities Ltd in 2007 as Management Trainee, Mumbai in campus recruitment and left the company is Oct 2023 as Vice President- Franchisee Advisory.
Awards & Recognitions
Best Lad Advisor 2017-18
Champion Supporting TL-LAD 2018-19
Champion Group Leader 2022-23
Nominee for Associate of the year 2022-23
Joined Sanguine Capital Financial Services Ltd as a partner in Oct 2023
Our Services
We offer a range of financial consulting services designed to help you build and secure your financial future.
Business
Consulting
Investment Planning
tolerance and financial goals.
Wealth Management
Professional financial planning and wealth preservation strategies for long-term success.
Retirement Planning
financially stable retirement.
Portfolio Management
Developed and maintained diversified portfolios to optimize growth and risk management.
Why Work With Me?
With 20 years of experience, personalized strategies, and a commitment to your success, we provide expert financial guidance to help you grow wealth, minimize risks, and achieve long-term financial security.
20 Years of Experience: Proven expertise in financial planning and wealth management.
Personalized Approach: Every client receives a custom financial strategy
based on their
Comprehensive Solutions: Covering everything from investments to tax
planning and retiremet.
Trusted Advisor: Recognized for integrity, transparency, and
professional excellence.
Real Stories, Real Success
Real success stories from clients who have achieved financial growth, security, and peace of mind with our expert guidance. See how our personalized strategies have helped individuals, families, and businesses make smarter financial decisions, optimize investments, and secure their future with confidence. Your success story starts here!
Working with Amit S has been a game-changer for my financial future. Their expert investment strategies helped me grow my wealth while minimizing risks. Thanks to their guidance, I now have a solid financial plan and feel secure about my future.
Amit S
Entrepreneur
As a business owner, managing finances efficiently was always a challenge. Rahul K. provided tailored strategies to optimize my cash flow and profitability. Their insights have helped me scale my business while keeping finances in check. Highly recommend their services!
Rahul K.
Small Business Owner
I was unsure about how to plan for retirement, but Neha M. made the entire process stress-free. Their personalized approach helped me build a stable retirement fund, and I now feel confident that I can enjoy my golden years without financial worries.
Neha M.
IT Professional
