Personal Information
Entreprise/Lieu de travail
Mumbai Area, India India
Profession
Specialised Fee-Only Investment & Tax Advisory for Returning NRI/PIO families
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.sohamfp.com
À propos
Hello! I am is a Chartered Accountant by qualification and is an Investment Advisor (RIA) registered with the Securities and Exchange Board of India (SEBI). I am the Founder of M/s Soham Financial Planners, a solo practice investment advisory firm based out of Mumbai.
As an Investment and Tax Adviser specialising in NRI/PIO families, I possess a rich experience in obtaining a deep understanding of the peculiar financial challenges of such families who plan to return back to India and seek a trusted wealth advisor in India who is conversant with the applicable Indian laws and regulations.
I am proud to be amongst the very few advisors in India who have taken the road less travelled so ...
Mots-clés
financial planning
investment advisor
certified financial planner
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