• laptopmockup_sliderdy

    WELCOME TO
    SONI FINSERV

    SONI FINSERVE OFFERING A WIDE RANGE OF SERVICES THAT ARE DESIGNED TO
    HELP OUR CLIENTS INCLUDE FINANCIAL SERVICES & INVESTMENT MANAGEMENT

  • laptopmockup_sliderdy
  • laptopmockup_sliderdy
  • laptopmockup_sliderdy
  • laptopmockup_sliderdy
  • laptopmockup_sliderdy
  • laptopmockup_sliderdy

We Are Ready to Start Your Manage Portfolio, Contact Now!

INDEPENDENT

Vestibulum auctor dapibus neque.

In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Read More

DISCIPLINED

Vestibulum auctor dapibus neque.

Our goal is to safeguard the dreams that you strive to achieve and the assets you have worked so hard to accumulate. We utilise time tested investment strategies designed to meet your risk tolerance, as well as help establish layers of insurance to protect against circumstances beyond your control. We are focused on providing long term strategies to allow you to realise your financial dreams.

Read More

COMMITTED TO SERVICE

Vestibulum auctor dapibus neque.

We are dedicated to providing our clients with excellent service at all times. Building strong relationships between clients and their financial professionals is an integral part of developing a successful financial strategy. The commitment of clients must maintain high expectations from their advisors, and we are committed to exceeding them.

Read More
About M.F IN INDIA

Mutual funds are popular investments because of their ease, flexibility and diversification benefits. The best part of mutual funds is that they provide investment opportunities for all kinds of investors. Currently, there are over 44 registered mutual funds in India, offering different schemes to satisfy the dynamic needs of diverse investors.

  • 1Open-ended funds: These funds do not limit when or how many units can be purchased. Investors can enter or exit throughout the year at the current net asset value. Open-ended funds are ideal for investors seeking liquidity.
  • 2Close-ended funds: Close-ended funds have a pre-decided unit capital amount and also allow purchase only during a specified period. Here, redemption is bound by the maturity date. However, to facilitate liquidity, schemes trade on stock exchanges.
  • 3Interval funds: A cross between open-ended and close-ended funds, interval mutual funds permit transactions at specific periods. Investors can choose to purchase or redeem their units when the trading window opens up.
Learn More
  • 1Equity funds:Equity funds invest money in company shares, and their returns depend on how the stock market performs. Though these funds can give high returns, they are also considered risky. They can be categorized further based on their features, like Large-Cap Funds, Mid-Cap Funds, Small-Cap Funds, Focused Funds, or ELSS, among others. Invest in equity funds if you have a long-term horizon and a high-risk appetite.
  • 2 Debt funds:Debt funds invest money into fixed-income securities such as corporate bonds, government securities, and treasury bills. Debt funds can offer stability and a regular income with relatively minimum risk. These schemes can be split further into categories based on duration, like low-duration funds, liquid funds, overnight funds, credit risk funds, gilt funds, among others.
  • 3Hybrid funds:Hybrid funds invest in both debt and equity instruments so as to balance out debt and equity. The ratio of investment can be fixed or varied, depending on the fund house. The broad types of hybrid funds are balanced or aggressive funds. There are multi asset allocation funds which invest in at least 3 asset classes.
  • 4Solution-oriented funds:These mutual fund schemes are for specific goals like building funds for children’s education or marriage, or for your own retirement. They come with a lock-in period of at least five years.
  • 5 Other funds:Index funds invest based on certain stock indices and fund of funds are categorized under this head.
Learn More
  • 1Growth funds: Funds that invest primarily in high-performing stocks with the aim of capital appreciation are considered growth funds. These funds can be an attractive option for investors seeking high returns over a long period.
  • 2 Tax-saving Funds (ELSS): Equity-linked saving schemes are mutual funds that invest mostly in company securities. However, they qualify for tax deductions under Section 80C of the Income Tax Act. They have a minimum investment horizon of three years.
  • 3Liquidity-based funds: Some funds can be categorized based on how liquid the investments are. Ultra-short-term and liquid funds, are ideal for short-term goals, while schemes like retirement funds have longer lock-in periods.
  • 4Capital protection funds: These funds invest partially in fixed income instruments and the rest into equities. This could ensure capital protection, i.e., minimal loss, if any. However, returns are taxable.
  • 5 Fixed-maturity funds (FMF): These funds route money into debt market instruments, which have either the same or a similar maturity period as the fund itself. For instance, a three-year FMF will invest in securities with a maturity of three years or lower.
  • 5Pension Funds: Pension funds invest with the idea of providing regular returns after a long period of investment. They are usually hybrid funds that give low but have potential to provide steady returns in future.
Learn More
  • Investors may also choose to invest in mutual funds depending on their individual risk appetite. Very-low-risk and low-risk funds are usually short-term investments (liquid or ultra-liquid funds) that attempt to hedge market risk. However, the returns they generate are also low.
  • Medium-risk funds, like hybrid funds, invest a portion in debt instruments to balance risk while high-risk funds have large equity exposure. Usually, the higher the risk, more the possibility of high returns.
  • Every mutual fund must disclose its risk exposure via a risk-o-meter that investors can check to decide if it lines up with their risk capacity.
Learn More

We Are Here to Start Your Planning!

Soni financial services is dedicated to the helping the clients to meet their long term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we are committed to making that happen at the highest level.

SIP Calculator

Calculate expected returns on your SIP and plan your investments

  • Rs.
  • Rs.
The graph depicts the total wealth that shall be created over a period of time on the basis of the small investments made every month. It is subject to the returns expected by you after considering the power of compounding.
Projected SIP returns for various time durations.
  • Expected Return : %
  • Total SIP Amount Invested : Rs.
Read More
Recent Updates

Whether its for your wealth, your family's future, or even your retirement, we have just the right plans to help you achieve your goals!

Recent Title

Tiling & Painting

Lorem ipsum dolor sit amet, consectetur adipisicing elit. sed diam nonummy nibheuismod tincidunt ut laoreet dolore magna aliquam erat volutpat.

Renovations

Lorem ipsum dolor sit amet, consectetur adipisicing elit. sed diam nonummy nibheuismod tincidunt ut laoreet dolore magna aliquam erat volutpat.

Design & Build

Lorem ipsum dolor sit amet, consectetur adipisicing elit. sed diam nonummy nibheuismod tincidunt ut laoreet dolore magna aliquam erat volutpat.

Design & Build

Lorem ipsum dolor sit amet, consectetur adipisicing elit. sed diam nonummy nibheuismod tincidunt ut laoreet dolore magna aliquam erat volutpat.

Works with Asset Management Companies

The AMC full form in mutual fund is Asset Management Company. AMCs are formed as trust in India. AMCs are firms that pools money from various investors for investing in various securities. The AMC invests the money so collected in various securities like stocks, bonds, Government securities and commodities, etc.

Site Skin