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.
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.
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.
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.
Tracks all your investments, cash flow and assets, through LIVE price updates. Get a consolidated view of your multiple stock, mutual fund, ULIP or bullion transactions. Know your best and worst investments at a glance and much more...
A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
Insurance is a risk management tool. Insurance is bought in order to hedge against the possible risks of the future which may or may not take place. This is a mode of financially insuring that if such an incident occurs then the loss does not affect the present well-being of the person or the property insured. Thus, through insurance, a person buys security and protection.
Establish your goals in life – short, medium and long term Work out what assets and liabilities you have – write them down Evaluate your current financial position – how close are you to achieving your goals? Develop your plan – create a “route map” for achieving your different goals Implement your plan – make the changes and make it happen Monitor and review your plan at least yearly and make adjustments when needed