I have been working with Mr. Deepak Patel and Ms. Bansri Patel since 2017 during their time with NJ Wealth, and I am truly grateful for the consistent, thoughtful, and result-driven guidance I have received over the years. From setting clear financial goals to helping me stay on track with well-informed investment strategies, they have played a key role in shaping my financial journey.
Their dedication, deep market knowledge, and personalized approach have consistently made a positive impact on my investment planning. I have complete confidence in their expertise and highly recommend them to anyone seeking reliable and long-term financial advisory support.
I have been associated with Deepak Bhai for nearly 10 years, and during this time, he has provided invaluable support and guidance in personal financial planning. His expert advice has played a significant role in helping us build a strong foundation for wealth creation, aligned with our long-term financial goals.
He possesses deep knowledge across various financial domains, including insurance, mutual funds, the stock market, loans, debt management, and more. His insights are always practical, well-informed, and thoughtfully tailored to individual needs.
I am proud to say that my finanacial advisor is Mr Deepak Patel since 2017.He has in-depth knowledge of finanacial market / investment strategies.I have seen good positve impact on my portfolio which improve my finanacial situation. Thanks to his easy, clear guidance to set my financial goals.He is always prompt in responding to my questions and providing updates on my investments.I always recommended Mr Deepak Patel to friends who are seeking for knowledgeable, trustworthy and dedicated financial advisor.
Deepak Patel has been my trusted Financial Consultant since 2006. Beyond being an honest and genuinely good person, he is a consummate professional when it comes to managing finances. His deep expertise and thorough understanding of both macro and micro market dynamics are truly exceptional. Not only does he provide insightful advice across various asset classes, but he also offers valuable mentorship during challenging times, guiding me through difficult financial periods with confidence. Over the past 20 years, Deepak has remained a loyal and dependable advisor—someone I trust implicitly and regard as an expert in his field.
Money Monk is a fantastic resource for anyone looking to make smarter financial decisions. From practical money tips to in-depth investment insights, it offers clear, reliable and actionable content that truly empowers readers. A must visit for personal finance enthusiasts!
"My father is retired, I’m working, and my daughter just started her career - we all trust Money Monk. From my dad’s retirement plan, my term & health insurance, to my daughter’s mutual fund SIPs and goal-based planning, the team at Money Monk handles it all.
We even created an estate plan to avoid future legal hassles. Every quarter, we get portfolio reviews and updates. Deepakbhai often reminds us - 'life should be meaningful, not just rich' - and that changed how we think. He’s not just our financial advisor, he’s now a family friend and life coach."
"With Deepakbhai and the Money Monk team, we finally understood what it means to have a goal-based financial plan. Every recommendation is tied to our dreams—not random products. What stood out is that they never call to ‘sell’ anything. It’s always customer-first, need-based advice. Slowly, they became more than advisors—they feel like family now."
"Whether you’re just starting your career, raising kids, or nearing retirement, Deepakbhai shows why a financial plan is essential at every age. He made us realise that delay in planning is the biggest cost. His approach is simple yet powerful. Everyone needs a ‘Money Monk’ in their life!"
"Deepakbhai is not just a financial advisor—he’s a spiritual guide too. In every conversation, he shares values that help us not just grow wealth, but grow as human beings. He once said, ‘If your mind is not peaceful, your money won’t help’. That changed my life. I now work on both: my financial and spiritual plans."
"My son is 25, I’m 52, and my father is 80—we all are clients of Money Monk. That says it all. Deepakbhai and team have the experience, knowledge, and care to plan for every generation. From wealth creation to wealth transfer—they have us covered."
Deepakbhai, Our journey together, spanning over two decades, has witnessed many market ups and downs. Through it all, your financial guidance has remained steady, insightful, and deeply personal. What sets you apart is how you tailor advice to individual needs and goals — not a one-size-fits-all, but truly customised financial planning.
Your deep knowledge of financial instruments, combined with a practical and balanced approach, has been instrumental in shaping my long-term financial roadmap. It’s rare to find someone who blends technical expertise with such clarity and honesty.
What’s even more reassuring is seeing *Bansri Patel* step in and carry forward your legacy with such confidence and passion. As a qualified CFP, she not only brings strong technical expertise but also a refreshing, client-first approach that makes financial planning feel simple and empowering. Her ability to combine fresh perspective with the values you’ve instilled ensures Money Monk remains a trusted partner for years to come.
