SUSHANT SODHI
E-Wealthify•Panchkula,HR
Shop No-6, Sodhi Market, Brahamrishi Ashram Road, Himshikha, Pinjore,
Panchkula, HR, 134104
Shop No-6, Sodhi Market, Brahamrishi Ashram Road, Himshikha, Pinjore, Panchkula, HR, 134104
Practice at a glance
6
Years of Experience
350
Families Served
₹31
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
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
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with SUSHANT SODHI.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check