Sonal T Mehta Wealth Planner is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over 12 years, to the satisfaction of its clients. Sonal T Mehta Wealth Planner offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Sonal T Mehta Wealth Planner serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.
To build Comapany name as a trusted brand in the Financial Services .
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to: