Who we are:

UNNATI CAPITAL is established in early 2015 with an objective of creating financial awareness. Unnati is a Sanskrit origin word which means rising; elevating to a prominent position. Unnati aims at guiding individuals to evaluate and streamline their individual financial needs and goals. Unnati Capital firmly believes in empowering individuals to make right and informed investment decisions by providing unbiased financial planning solutions keeping interest of the client as top most priority.

Unnati Capital aspires to invest time and help clients meet their important goals of their life by preparing a customized comprehensive financial plan and supporting in its seamless implementation. We follow a very robust mechanism to derive solutions for every financial goal of our clients.

 

  Our guiding principles:

We believe in building strong long term relationship as we look beyond monetary benefits and ensure that we deliver and live up to our basic founding principles “Trust, Transparency, Integrity”

 

  About the founder:

The founder of the firm Manoj Gupta is an MBA from ICFAI Business School & CFA (USA) Level II candidate. He has over 12 years of rich experience in Mutual fund & Banking industry. He began his career with ICICI Prudential Mutual Fund in 2003 where he was first exposed to the financial and the nascent but growing Mutual fund industry. He grew within the organisation working in different roles and at various locations during his stint of almost 10 years. His last corporate stint was with Indusind Bank as Investment Counsellor for Rest of Maharashtra & Goa where he was responsible for driving Investment business through Relationship managers and branches across the state.

He is passionate about creating financial literacy and spread awareness across all sections of society about how structured financial planning is important and its value in creating long lasting impact in an individual life.

In the course of his work, he realised the immense potential of value based advice to clients rather than just selling financial products.

This led to the creation of UNNATI CAPITAL, a comprehensive financial planning platform which gives an individual a holistic picture about his financial goals and prepares a concrete action plan to achieve them.