Investment Consultant
Manoj
Guptaa
YOUR FINANCIAL DOCTOR
adding more in life....
Your financial life has many chapters —
Child education, Financial future of family, Retirement, Future Financial Security. I help bring them into one clear direction.
आपके सपनों को एक सही दिशा देना मेरा काम है।
The reality of a financial life
Most financial decisions happen in isolation.
An insurance policy here. A mutual fund there. A tax saving instrument in every March. Over the time, your financial decisions accumulate without any goal. That's the problem which I solve for my clients.
Scattered decisions
Child Education
Future expense
Life Insurance
Family security
Health Cover
Protection
Vehicle Insurance
Cover Protection
Marriage Planning
Family milestones
Tax Planning
Tax saving
Mutual Funds
High returns
Retirement Plan
For happy future
Pension
Guaranteed
Estate Planning
Legacy
One coherent plan
01
Protection
- Life Insurance
- Health Insurance
- Vehicle Insurance
02
Family Milestones
- Child Education
- Marriage Planning
- Retirement Corpus
03
Wealth & Tax
- Mutual Funds
- Tax Planning
- Long-Term Wealth
04
Future Security
- Retirement
- Pension
- Estate Planning
How I Help
Planning across every chapter of your life.
I don't only sell products. I work to understand where you are, where you want to be, and what your family needs — then help you choose the right instruments to get there.
The way I work
Four steps. No shortcuts.
01
Understand your goal
Every conversation starts with listening. I spend time understanding your income, your family goals, and what you want your future to look like. No form-filling first. Real conversation.
पहले लक्ष्य को समझना।
02
Plan your investment according to goal
Based on your unique goals, I put together a tailored investment plan. I identify gaps in protection, savings, and tax efficiency, creating a clear roadmap.
फिर लक्ष्य के अनुसार योजना।
03
Start investing
Once you are comfortable with the plan, we begin investing. The right instruments, in the right proportion, at the right time — with end-to-end guidance.
सही समय पर निवेश की शुरुआत।
04
Stay Invested
Long-term wealth is built by staying the course. I stay by your side — reviewing portfolio performance, adjusting for life changes, and keeping your investments on track.
और निरंतर साथ बने रहना।
24 Years (since 2002)
Financial planning & investment advisory
About Manoj Guptaa
Two decades of helping families make better financial decisions.
For over 24 years (since 2002), I have worked closely with families and individuals across Greater Noida and the Delhi NCR — helping them understand their financial situation, set meaningful goals, and put the right structures in place to reach them.
My work begins with a conversation, not a product pitch. I work closely with families and individuals, helping them by understanding their earnings and expenses, family goals and requirements, aspirations, and concerns. Only then can I suggest what actually makes sense for your situation.
I am a registered AMFI Mutual Fund Distributor (ARN-346947) and a licensed LIC Agent (Code: 0075111D). These credentials mean I am accountable to regulated standards — which I think matters deeply when someone is trusting you with their family's financial future.
Over the years I have helped clients plan for their children's education, build a retirement corpus, choose appropriate insurance, and simply understand where their money is going. No fabricated numbers. No false commitment. Working honestly to do the best and guaranteed future planning for all families.
"मैं यहाँ सिर्फ निवेश कराने के लिए नहीं हूँ — मैं यहाँ आपके साथ एक सोच-समझकर बनाई हुई यात्रा तय करने के लिए हूँ।"
— Manoj Guptaa
Credentials & Verification
Regulated. Verifiable. Accountable.
Experience
24 Years (since 2002)
In financial planning and investment advisory across Greater Noida & Delhi NCR since 2002.
AMFI Registration
ARN-346947
Registered Mutual Fund Distributor under AMFI (Association of Mutual Funds in India).
LIC Agent Code
0075111D
Licensed LIC Agent. Verify directly on the LIC Saathi portal.
View LIC Profile →Based in
Greater Noida
H-141, Gamma 2, Greater Noida, Uttar Pradesh · Serving clients across Greater Noida and the Delhi NCR region.
On YouTube
Financial Guidance by Manoj Guptaa
I share plain-language explanations of financial concepts — how mutual funds work, how much insurance you actually need, how to plan for retirement, and common mistakes people make with their money.
On Instagram
Short, clear financial insights.
Quick posts on financial awareness — the kind of things you should know but nobody explains clearly. Insurance tips, investment basics, planning reminders, tax updates. In simple language, regularly.
"Financial awareness is not just for the wealthy. It's for anyone who wants their family to be secure."
Investment Plans Gallery
Visual investment plans & guidance.
Explore Manoj Guptaa's structured investment plans, advisory charts, and video explanations covering mutual funds, insurance planning, and retirement roadmaps.
WhatsApp Channel
Financial Guidance by Manoj Guptaa
Follow my official WhatsApp Channel to stay aware of what is happening in the financial world — without the noise and overwhelm.
Regular updates on mutual funds, insurance reminders, tax planning timelines, and clear explanations that actually affect your family's financial decisions.
Follow on WhatsApp ChannelMarket updates
What is happening in the mutual fund world, explained clearly.
Tax reminders
Timely alerts so you never miss a tax-saving deadline.
Insurance tips
Practical guidance on choosing and reviewing your cover.
Planning prompts
Occasional prompts to review your financial plan as life changes.
Get in Touch
Let's have a real conversation.
You don't need to prepare anything. Just reach out — and we can start with a simple conversation about where you are and what you want to achieve.
9891429658
Call directly
9891429658
Start a SIP online
Invest in mutual funds directly
Office
H-141, Gamma 2
Greater Noida, Uttar Pradesh
Or send a quick message — it will open in WhatsApp with your text pre-filled.