Company Profile
We deliver High Quality Services GROWTH UP YOUR BUSINESS
Momentus Financial Consultancy is financial product Distribution Company incorporated in 2012 as financial Advisor and as Wealth Distributor. We commenced business as an equipment financing company and have today emerged as a comprehensive financial services provider offering investment advisory services and a variety of other financial services to customers. We are committed to the ongoing improvement of the services we provide to our clients. By investing in and developing our most important assets, our team, aim to achieve all out goals and exceed our client’s expectation.
Our Team
Sonali Das – Founder & Researcher
M.Com, MBA (Finance), PhD (Investment Management) || 15+ years of experience
With a strong academic background and extensive experience since 2008, She have been guiding individuals and businesses toward financial success.Her expertise in investment management ensures that clients receive the best wealth-building strategies tailored to their needs.Alongside consultancy, she is passionate about empowering finance professionals through specialized training programs, equipping them with the skills needed to excel in the industry
Kakali Saha– Chief Financial Advisor
MBA (Entrepreneurship) | 13+ years of experience
Since 2011, She have been dedicated to guiding individuals and businesses in achieving financial stability and growth. With an MBA in Entrepreneurship and a passion for mentoring, shehas successfully trained over 500 financial advisors, helping them build rewarding careers in the industry
Kabir Sarkar
Relationship manager (Head)
Moumita Nag
Admin Head
Sunil Kothari
Tax & Compliance Consultants
Sayan Tribedi
Operation Head
Sangeeta Mahto
Customer Care (Head)
Rahul Goswami
IT Manager (Head)
Rahul Paul
Wealth Manager
What Sets Us Apart?
We are a dynamic financial consultancy firm with a mission to redefine wealth creation and financial security for individuals, businesses, and financial professionals worldwide. With expertise spanning over 15 years, we offer cutting-edge financial strategies, AI-driven investment insights, and global wealth solutions tailored to each client’s unique needs.
Our Expertise
🔹 Investment & Wealth Management – High-growth strategies for long-term financial success
🔹 Legacy & Estate Planning – Ensuring a seamless financial future for generations
🔹 Tax Efficiency & Risk Advisory – Maximizing wealth through smart tax strategies
🔹 Business Financial Growth – Tailored solutions for startups, SMEs, and global enterprises