I have worn many hats in the financial services industry since the last two decades - as a post-graduate in finance, a certified financial planner and founder of a SEBI Registered Investment Advisory company.
Practice at a glance
21
Years of Experience
125
Families Served
₹200
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
SEBI Registered Investment Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
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
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Sonesh Dedhia.