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Sonesh Dedhia | Manek Financial Advisors Pvt Ltd | MumbaiSonesh Dedhia | Manek Financial Advisors Pvt Ltd | Mumbai

Sonesh Dedhia

Manek Financial Advisors Pvt Ltd•Mumbai,MH
C/517, Avior Corporate Park, L.B.S. Marg, Mulund West,,
Mumbai, MH, 400080
C/517, Avior Corporate Park, L.B.S. Marg, Mulund West,, Mumbai, MH, 400080
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About

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.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check