Mohit Gupta
Make Finance
Financial Advisor
This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.
Contact Information
Client Focus & Services
Best suited for
Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.
Problems solved
Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.
What this advisor does NOT do
This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.
About Mohit Gupta
Mohit Gupta, one of the co-founders of MAKE, brings a wealth of expertise to their team. With a diploma in treasury and risk management, he is not only a qualified investment advisor approved by SEBI but also a research analyst and retirement advisor. Beyond Mohit, their team comprises individuals with diverse qualifications, including Chartered Accountants (CA), Company Secretaries (CS), Cost and Works Accountants (ICWA), and a range of other highly qualified professionals. This collective expertise ensures that they offer comprehensive financial and investment services tailored to their clients' unique needs.
At MAKE, they pride themselves on the diverse skill set of their team, which allows them to provide holistic financial guidance. With Mohit's credentials and the combined knowledge of their professionals, they're well-equipped to offer a wide range of financial and investment solutions. Whether you're looking for investment advice, risk management strategies, or retirement planning, their team has the expertise to help you achieve your financial goals.
With Mohit Gupta's financial acumen and their team's impressive qualifications, MAKE is your go-to destination for sound financial advice and strategic planning. They look forward to serving you and assisting you in achieving your financial aspirations.
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