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.