“I Help Individuals With Personalized & Unbiased Financial Advisory Service”
Expert Financial advice that focuses on You,
not on selling financial products.
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Why Financial Planning?
Our family is the most important for us, and they are our world. That’s why it’s our responsibility to make them feel secure. A family is considered strong, stable and secure when it is financially comfortable today and tomorrow. For a happy family, financial wellness is a must.
Every family’s financial goals, aspirations and dreams are unique and precious.
“I believe money is a tool, and Financial Planning helps enjoy life today while still planning responsibly for tomorrow.“
Financial Planning can build financial wellness for families. It needs a personalized approach, meticulous Planning, and Financial Advisory Service will help you on that.
An investment based on a financial plan makes you more likely to attain your financial goals.
When it comes to financial planning, the experts’ guide can change your financial future.
FIDUCIARY
I have Fiduciary responsibility. Hence, I put the client's interests ahead of everything else. Trust, Ethics and Integrity are the foundations of client engagement.
APPROACH
My goal is to simplify your financial life. I follow the simplistic approach of awakening a financial planner inside you by guiding you on how to control your behavior and manage the risk.
NO AFFILIATION
I am not affiliated (directly and indirectly) with any Mutual Fund Companies, Insurance Companies or sell you any products. I practice the fee-only financial planning module, where my approach revolves around you.
I Am
Associated With
How do you know if you could benefit from the financial Advisory service of a Certified financial plannerCM?
You may not have the time, energy and desire to plan, manage and monitor your finances actively. You may find it complicated and want help getting started. Here it would help if you had an expert and experienced financial planner. My Financial Advisory Service can help you to take your Financial Future to the next level which focuses on what is the best for you.
Financial Planning Services
Financial Advisory Service based on Financial Planning is a holistic approach to personal finance management. It brings in a 360-degree view of your financial need.
Financial Planning Services includes analyzing your current financial situation, securing all your life financial goals with appropriate Insurance planning, and designing your investments based on your financial goals.
Financial Advisory Service based on Financial Planning can help you in your financial future beyond imagination.
Investment Advisory Services
You might have already started your random investments or be thrilled to start fresh. However, choosing the right investment is the most important step in the investment journey, often ignored. Your portfolio potential to perform in the long-term will depends upon your chosen product and the strategy you plan towards investment.
Financial Advisory Service based on Investment Planning will guide you to choose the right investment based on your risk appetite.
Retirement Planning Services
You may have prepared a detailed financial plan by yourself; however, you may still need expert guidance to fine-tune the same. I offer customized Financial Advisory Service for retirement planning dedicated to someone who is age 50 and above.
Financial Advisory Service based on Retirement Planning will guide you to accomplish your desired goal systematically.
Financial Wellness Session
Financial wellness results from making informed short- and long-term financial decisions that result in optimal health, productivity, and a solid foundation for every stage in life. But why exactly is financial wellness important for an organization? Here are few reasons:
Retirement Planning Services
You may have prepared a detailed financial plan by yourself; however, you may still need expert guidance to fine-tune the same. I offer customized Financial Advisory Service for retirement planning dedicated to someone who is age 50 and above.
Financial Advisory Service based on Retirement Planning will guide you to accomplish your desired goal systematically.
Financial Wellness Session
Financial wellness results from making informed short- and long-term financial decisions that result in optimal health, productivity, and a solid foundation for every stage in life. But why exactly is financial wellness important for an organization? Here are few reasons:
Client's Love
Testimonials from Client's
EXCELLENT51 reviews on
Harshwardhan Kusumakar10 May 2024Huge shout out to Salma for being the best fees only personal financial adviser i have ever came across. Not only she is highly professional but is also very dedicated towards the success of her clients. I would personally recommend Salma to anyone looking for getting the best financial advise from a sebi registered investment adviser with goal based implementation help. It’s a pleasure working with you Salma. All the best.World Spinner 6662 May 2024Salma is truly professional about the services she provides and is diligent in providing monthly portfolio performance. I have used her services for a year now and she's also looking after my sisters portfolio for a couple of years now. She's a good listener and understands individual goals and also gives a reality check as required. Most of all, she's just a message or phone call away even if one has the most basic question. Thank you for your support and service Salma. I would highly recommend your services to people in need! All the best.MOHAMMED ABDUL MOHI18 April 2024I found Salma Sony incredible listener, Her advice helped me a lot to set my financial goals in SMART(Specific, Measurable, Achievable, Relevant, Time-bound) way according to my current situation. Thank you @Salma Sony for the great help to put things into perspective and prepare me for great things in the future. Thank you.Brijendra Kumar15 April 2024If you are in need of fee only financial planner, I highly recommend Salma Sony, CFP. Choosing the right planner is the key of financial planning. She had extended her support in my entire financial planing journey. She made sure to communicate with me during the entire process and answered questions I had, as well as having extremely friendly nature.Sakshi Chandraakar4 April 2024Salma has been taking care of my personal finances for over 2 years now & the journey has been very fruitful. Before meeting her I had zero savings & very little investment however, in the last 2 years she has helped me save & invest more than 30% of my revenue. The best part is her approach of goal specific investments. Now, I don't have to worry about my kids education, my travel or even investing in a car or property. I can vouch on Salma's ethics, honesty & commitment to her client's success. My Gratitude to Salma for all the hardwork she puts into building my portfolio so that I can create more wealth & enjoy my life🙏 God bless you Salma! Sakshi Chandraakar Career Branding CoachAnish Bhanu1 April 2024When its a matter of life planning, review cant be short. I had the pleasure of working with Salma Sony, a fee-only financial planner, and I must say it was a fantastic experience. From the beginning, Salma took the time to understand my financial goals, needs, and concerns. This personalized approach set the tone for the entire relationship.The budgeting strategy was an eye-opener, making me realize that I can save and invest beyond my current expectations. What stood out the most was Salma's dedication to crafting a financial plan tailored specifically to my situation. She didn't offer cookie-cutter solutions but instead took into account my unique circumstances and preferences. This attention to detail and customization gave me confidence in her recommendations. Throughout the process, Salma was patient and thorough, explaining complex concepts in a way that was easy to understand. This clarity helped me make informed decisions about my finances without feeling overwhelmed or confused. Additionally, the fee-only structure that Salma adhered to was transparent and fair. I knew exactly what I was paying for, and there were no hidden fees or commissions influencing her advice. This alignment of interests reassured me that Salma's recommendations were truly in my best interest. Overall, working with Salma Sony was a refreshing and rewarding experience. Her dedication, expertise, and ethical approach make her highly recommended for anyone seeking personalized financial guidance.Suresh Kurma30 March 2024Working with Salma Sony has been an absolute pleasure. She has lot of patience and explained clearly in helping me set up the correct financial goals. She has reviewed my existing portfolio, took the time to understand my needs and provided tailored guidance every step of the way. Prior to meeting her, I believed I had a good understanding of my financial situation. However, her guidance and expertise opened my eyes to new perspectives. Her explanations of my goals and how to achieve them have been invaluable, and I've learned a great deal from her insights. I highly recommend her services to anyone seeking expert financial planning assistance.Shreyansh Deb30 March 2024Salma Sony Ma'am has been instrumental in shaping my personal finance strategy. Her clear and concise advice cuts through the complexity, making the principles of personal finance accessible and understandable. She's not just a problem-solver but a guide who has walked me through each step of my financial journey, helping to craft a practical and actionable plan tailored to my needs. Her approachable and professional demeanour makes the financial planning process less daunting and more empowering. She encourages me to make informed decisions, providing the right amount of guidance without taking control. I wholeheartedly recommend Salma Sony Ma'am to anyone seeking personalised, insightful financial advice.Jayanth Srinivasan2 March 2024It was a pleasure working with Salma on my financial planning. I wish to have a fruitful and long association for many years to come.shubham varshney18 February 2024Salma possesses excellent expertise in personalized financial planning. I approached her to develop an organized financial plan tailored to my life goals and investment needs. She patiently listened to my questions, concerns, and opinions, responding proactively with professionalism and support throughout our interactions. I highly recommend her services.
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Frequently Asked Questions
Financial Advisory Service will help you plan your finances in the right manner. If you are looking to enjoy life today and secure your financial future then the right time is NOW. Explore Fee only Financial Planning Services.
Fee Only Financial Planning Services is an annual service.
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