Sojan Thomas
Plan My Finance
Practice at a glance
14
Years of Experience
200
Families Served
₹200
Crores Managed
Practice Details
Min Monthly Investment:₹10,000
Min Lumpsum Investment:₹1,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Malayalam, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
78295
IRDAI Licensed Insurance Agent (General)
11234
IRDAI Licensed Insurance Agent (Life)
11234
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Plan Retirement
Financial Freedom
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Sojan.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review