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Mukesh Kundnani | Soham Capital Services LLP | AhmedabadMukesh Kundnani | Soham Capital Services LLP | Ahmedabad

Mukesh Kundnani

Soham Capital Services LLP•Ahmedabad,GJ
608, Empire Crest, Jawahar Chowk, Behind BRTS, Maninagar,,
Ahmedabad, GJ, 380007
608, Empire Crest, Jawahar Chowk, Behind BRTS, Maninagar,, Ahmedabad, GJ, 380007
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About

Mukesh Kundnani | QPFP | Soham Capital Services LLP - CEO Most people don't need more investment products—they need a clear financial direction. At Soham Capital Services LLP, we help individuals, families, professionals, business owners, and HNIs transform their financial aspirations into achievable life goals through personalized, goal-based financial planning. Our philosophy is simple: Life Goals First. Investments Second. We begin by understanding what truly matters to you, then design a customized financial roadmap with the right asset allocation, disciplined investment strategies, and regular reviews to keep you on track. Our expertise spans Mutual Funds, PMS, AIFs, Retirement Planning, Estate & Succession Planning, Risk Management, and Wealth Preservation—always recommending solutions that fit your goals, risk profile, and stage of life. For us, success isn't measured by the size of a portfolio, but by the milestones our clients achieve through their financial journey.

Practice at a glance

11
Years of Experience
750
Families Served
₹260
Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹20,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Business & SME Owners, HNI Families, Doctors, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, 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

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Mukesh Kundnani.

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