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Makrand M. Soman | Soman's Magnum Investments | NashikMakrand M. Soman | Soman's Magnum Investments | Nashik

Makrand M. Soman

Soman's Magnum Investments•Nashik,MH
1,2 Shankar Appt. Raja Shivaji Margadarshan Kendra, Near SSK Solitaire, Tidke Colony,
Nashik, MH, 422002
1,2 Shankar Appt. Raja Shivaji Margadarshan Kendra, Near SSK Solitaire, Tidke Colony, Nashik, MH, 422002
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About

Nashik-born, finance-fueled: Empowering your financial journey. Growing up amidst the vibrant hustle of Nashik, I saw firsthand the power of financial planning. Today, as a second-generation advisor, I help families ditch the "what-ifs" and build secure futures. My 'no-nonsense' approach combines holistic financial planning with personalized investment strategies, ensuring your path to wealth is clear and your goals within reach. From maximizing returns to navigating taxes, I'm your one-stop shop for financial freedom. But it's not just about numbers. I believe in building genuine relationships, empowering you with knowledge and confidence to make informed decisions. Let's chat and craft a plan that reflects your unique aspirations. Ready to take control? Schedule your free consultation today.

Practice at a glance

16
Years of Experience
200
Families Served
₹305
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
Gift City

Complimentary Services

Get any of the free services to experience working with Makrand M. Soman.

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
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check