Toral Somaiya
WeathWin Services•Ahmedabad,GJ
B-807, KP Epitome,Near DAV school,Makarba ,
Ahmedabad, GJ, 380051
B-807, KP Epitome,Near DAV school,Makarba , Ahmedabad, GJ, 380051
About
Practice at a glance
8
Years of Experience
150
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI
Language Spoken:Hindi, Marathi, English
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
PMS
Gift City
Complimentary Services
Get any of the free services to experience working with Toral Somaiya.
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop