Get personalised guidance from an experienced mutual fund distributor
We as Partner firm incorporated in the year 2002 as SONI GLOBAL FINANCE; and at present incorporated as B B SONI & SONS PRIVATE LIMITED having 1200 satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having 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 secured retirement life.
We offer comprehensive financial advisory services, having 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 secured retirement life.
Why Us
01
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 Director, he has over 20 years of rich experience in the financial services industry. An Engineer (B E Mech) by education, he is known for his deep understanding of the distribution practices and its challenges. | |
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Mrs. Nayana Bhadrakant Soni |
| Mrs. Nayana Bhadrakant Soni is the Director, | |
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Mr. Priyank Soni |
| Mr. Priyank Soni is the President, he has 6 years of rich experience in the financial services industry. MBA by education, he 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; she has 16 years of rich experience in the financial services industry. An Engineer by education, she is known for his deep understanding of the distribution practices and its challenges. | |
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Mr Prakash Thakor |
| Mr. Prakash Thakor is the Relationship Executive having joined Soni Global Finance 16 years back. | |
