Get personalised guidance from an experienced mutual fund distributor
We as a Partner firm incorporated in the year 2002 and at present have 1200 satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Why Us
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Vision
Our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being.
02
Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life.
Our Achievement
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Clients
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Cores of AUM
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Years of Experience
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Awards
Our Team
| Management: | |
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Mr. Bhadrakant Soni |
| Mr. Bhadrakant Soni is the National Sales Head Distributor Network, he has over 20 years of rich experience in the financial services industry. An Engineer (B E Mech) by education, Partner is known for his deep understanding of the distribution practices and its challenges. | |
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Miss. Dipty Chaudhary |
| Miss. Dipty Chaudhary is the Relationship Manager having joined Soni Global Finance 15 years back. | |
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Mr Prakash Thakor |
| Mr. Prakash Thakor is the Relationship Executive having joined Soni Global Finance 16 years back. | |
