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