Santosh Soni

Varalaxmi Wealth Private Limited•Ranchi,JH

405, Vasundhara mega mart, Argora,

Ranchi, JH, 834002

405, Vasundhara mega mart, Argora, Ranchi, JH, 834002

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About

I Santosh Soni, a seasoned Certified Financial Planner (CFP) from the Financial Planning Standard Board (FPSB) of India, is the visionary director of Varalaxmi Wealth Pvt. Ltd. With a rich experience of 15 years in the banking and finance sector and founded the company in 2015. Since its inception, Varalaxmi Wealth has been instrumental in providing exceptional financial planning services to over 600 families across India. Our expertise and dedication have positioned the company as a leading player in the financial planning industry, ensuring the long-term financial well-being of its clients.

Practice at a glance

Years of Experience

750

Families Served

₹70

Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

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

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Government Staff

Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-256368

IRDAI Licensed Insurance Agent (General)

10047792

IRDAI Licensed Insurance Agent (Life)

604260

PFRDA Registered Retirement Adviser

RAN00001691I

APMI Registered PMS Distributor

APRN01587

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Loan Against Securities

PMS

Gift City

Complimentary Services

Get any of the free services to experience working with Santosh Soni.

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment