Hitesh Soni

CheckInvestment•Bangalore

CheckInvestment # 6, No.23/A, 1st Floor Central Revenue Layout, 80ft Road, Dr. Shivram Karanth Nagar post, Bangalore,

Bangalore, 560077

CheckInvestment # 6, No.23/A, 1st Floor Central Revenue Layout, 80ft Road, Dr. Shivram Karanth Nagar post, Bangalore, Bangalore, 560077

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About

I am Hitesh Soni, QPFP®, Qualified Personal finance professional & CFP®,Certified Financial Planner® with a clear vision—to help individuals and families feel confident about their financial future and achieve lasting financial freedom. With a client-first approach, I specialize in cash flow management, risk management, retirement planning, and personal financial planning. My goal is to simplify complex financial decisions and create practical, customized strategies that align with your life goals. I believe true financial success is not just about wealth creation, but about peace of mind, clarity, and confidence at every stage of life.

Practice at a glance

Years of Experience

270

Families Served

₹176

Crores Managed

Practice Details

Min Monthly Investment:₹20,000

Min Lumpsum Investment:₹5,00,000

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Gujarati

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

102558

IRDAI Licensed Insurance Agent (Life)

0178961C

NSE/BSE Authorized Person (AP)

1007522

APMI Registered PMS Distributor

APRN04527

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Loan Against Securities

PMS

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Hitesh.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review

Risk Profile Assessment

Loan & EMI Review