Client's Love
Testimonials
Google Reviews
EXCELLENT 
60 reviews
Ankur Gupta
26 September 2024
I have recently had the pleasure of working with Salma and cannot be more satisfied. She has been exceptional in explaining and communicating. She runs a very professional business which Ali can thoroughly recommend.
Amrish Mahajan
20 September 2024
Ms. Salma demonstrated deep knowledge and expertise in financial planning. She patiently listened to my goals, concerns, and financial situation. She didn’t offer a one-size-fits-all solution. Instead, she customized the plan to align with my unique circumstances. Throughout the process, she provided clear action steps to achieve my goals and financial freedom. I highly recommend her services to anyone seeking personalized financial advice.
Tanmay Agrawal
1 September 2024
Started my financial planning journey with the help of Salma next month. She has been very helpful in understanding the nitty gritties of the process and to address all my questions with patience. Highly recommended!
Ashish Ojha
1 September 2024
You definitely need a Financial Plan and Salma did really a great job.
Salma was smart, patient and passionate about her job. She carefully analyze your requirements and then chalk out a most suitable plan for you.
She did not shy away from telling us what would work and what wouldn't.
She helped my family to set up a plan for retirement, house, wealth, debt, contingency and others..
She insisted that spouse shoulòd attend all the sessions and I am glad that I followed. Attending such sessions with spouse will change the outcome of the activity.
I will definitely recommend to use her services....
Rahul Warathe
30 August 2024
I want to express my gratitude for the thoroughness and professionalism you've shown in managing my finances and creating a well-structured plan. Your skill in simplifying complex financial concepts and guiding me through decision-making has made me feel more confident in my financial decisions. I look forward to continuing our collaboration for many years, especially as market conditions shift/corrections. Your guidance has been invaluable, and with our regular connects, I'm confident that we will stay on track with the financial plan and goals we've set.
kamati Srisailam
3 August 2024
Hi Salma,
Thank you so much for all your suggestions and guidance on the personal finance front. I am very lucky to start my financial journey with such a professional person like Salma. She is very patient, a good listener, and explains things in detail very friendly manner. I highly recommend her services on personal financing and wealth creation for your short term and long term goals.
Thank you once again, Salma!!
Shashwat Vangani
2 August 2024
It was a pleasure working with Salma Ma’am.
She guided me through the entire process of planning my investments and insurance, covering every detail with remarkable expertise. Throughout our journey, she was incredibly patient with all my queries and questions.
Thanks to her guidance, I now feel much more financially secure and have a clear vision for my future goals.
I'm very glad I chose to work with her. Thank you so much, Ma’am!
Prashant Sengar
15 June 2024
It was a very delightful experience working with Salma. She is patient and compassionate, and a very good listener - all the properties I was looking in a financial advisor.
Working with her has gave me a lot of clarity about my finances.
SUBHAJIT GHOSH
3 June 2024
Anyone in need of fee only financial planner, I highly recommend Salma Sony, CFP. I am extremely happy working with her on my financial planning. She had supported in my entire financial planing journey and made sure to communicate with me during the entire process and explained the whole process.
Jigyasa Jha
28 May 2024
Salma is very thorough and knowledgeable. I’m a beginner in Finance but she made sure to explain everything in detail which was very helpful for me. She addressed all my queries and doubts and also helped revising the plan as and when I asked for changes or modifications. She is very dedicated to help me achieve my financial goals timely.
Reviews Received on Website
"I was looking for a professional, committed and qualified financial advisor to manage my portfolio. Salma was very quick in putting me at ease, with her attention to detail. She asked the right questions at the exploration phase and identified the right investment path to achieve my short-term, medium-term and long-term goals very accurately. She is very professional in her engagements and I always look forward to her advise on what I can do better. The engagement with Salma has been eye-opening. I wish her great success and I am very happy to recommend her consultancy to anyone who is serious about securing their financial future.”
Rajanikanth Manchi
Amazon (AWS), Global Partner Manager
“I contacted Salma for financial planning support services as I was looking for a fee only financial planner, who could provide me independent advice.
It's been a very productive association with her. As a planner, Salma does a detailed homework to understand the client's short and long term goals, adequately provisions for contingencies and provides a data based recommended solution.
The best thing about her as a professional is that she doesn't come with fixated templates, is open to ideas and offers a customized solution-the way financial planning should be.
Also, she works with you to adjust for your changing goals and milestones.
I have found her very patient, supportive and very considerate professional and would strongly recommend her services."
Piyush Guliani
OLX Group, Associate Director
“I have known Salma for 4 years now and she has been handling my financial portfolio ever since. In these 4 years, she has helped me to pull all my finances together, organizing them and making management easier and more effective. This in turn has helped me to set personal and retirement goals with some good advice thereby reducing the risk and aligning goals with values. She is extremely dedicated, hard-working, and helpful.”
Karthik Nanda
The Great Eastern Shipping Co. Ltd, Assistant General Manager
“It’s been a great experience! My financial discipline has improved a lot. Thanks Salma for hearing me out and customizing the plan according to my need.”
Nikhil Vittal
Grant Thornton LLP, Tax Manager
“My financial planning journey started late with no knowledge of how and where I will see myself after 15 years. The first impression is the best; I was convinced by the approach Salma brought into this journey.
Earlier I had savings but was under a lot of stress as I used to utilize my savings bank balance for expenses like insurance premiums, emergencies, and unexpected expenses that used to hit my savings big time. Then I had to re-do the process every year.
This financial planning process with Salma helped me align all my savings as goal-oriented. Further identified the finance leakages area such as credit card payments, how much annual expenses are, and how my savings are aligned with my medium and long-term goals. Though there is a difference in savings % now I am much more comfortable about the journey. Last but not least, since 2021, I have not used my credit card for any purchase. If so, I will close before the payment cycle, whereas earlier, I paid between Rs. 2,000 to Rs. 4,000 per month as interest on the credit card for almost a year before I met her.
The knowledge she imparted to me has tremendous to understand how to shift the paradigm from an insecure financial situation to financial freedom. Now I am confident in the journey toward achieving financial freedom, and it's a cakewalk for me because of you, Salma.”
Arul Ram
Godrej Storage Solutions, Asst. Chief Manager
“Salma has been amazing sorting out my money matters! She really took the time to understand what I wanted to do with my money and helped me set the right investments.
I used to feel lost with all this finance stuff, but Salma made everything easy to understand. She explained things in a simple way that I could get.
Now, thanks to Salma, I feel much more confident about my finances. She has helped me put my money in the right places to reach my goals
I highly recommend Salma to anyone who needs help with their finances. She has been a life saver for me.”
Anu Mary Kuriakose
Senior Advisory Consultant, IBM
“I’m working with Salma for my financial goals and wealth creation. Salma is very knowledgeable, trust worthy and customer focused professional to work with. I’d recommend Salma to any one who needs a trustable advisor for financial planning.”
Sundar Narasiman
Amazon, Software Architect
“Salma has been really helpful with financial planning. This was a really complex task for me and she has been able to simplify and provide guidance and support in every step tailored made basis my profile. Highly recommended for achieving financial independence.”
Johnson Pathilchirayil
Senior Process Expert at A.P. Moller - Maersk
“I contacted Salma for retirement planning services as I was looking for a planner to help me plan my regular retirement income stream. However, working with Salma gave me a bigger picture, not limited to creating only a steady source of income but also helping me understand other possible retirement requirements like an emergency fund, medicine policy, travel fund, etc. Thanks to her I realized there were lot many things which needed to be planned.
Now I'm more confident and at financial peace of mind as I know how to deal with different situations when they come.
I enjoyed working with Salma; she is very patient, has a pleasing disposition, pays attention to detail, and explains things from scratch despite asking the same question differently. At any time I needed her advice she was very much approachable and prompt in responding to my queries and that definitely meant a lot to me. I highly recommend her services.”
Ms. Guru Pyari
Physics Teacher (Retired)
“Salma's expert guidance and professionalism were instrumental in organizing my finances. I highly recommend her services for anyone seeking financial clarity.”
Zini Mehta
Lead Content Strategist, US Tech Solutions
“Financial planning has helped me in many ways, it has changed my way of thinking when it comes to money matters. Last year I met Salma and explained her how I manage my wealth. Most of the time it was laying in the bank account.
– Salma helped me to grow my wealth by investing in right product suiting my requirements.
– Plan for child’s future goal & retirement.
Now I feel secure and happy with my portfolio. Thanks to Salma for her brilliant financial advice.”
Dr. Noorie Alam
Gynecologist
“I have been working with Salma on my Personal Finance since 2018.
She has taken care of all aspects of my money management covering life’s most important goals confidently.
She has helped me on:
1. Planning funds for unexpected expenditures.
2. Forecasting and modeling my investment horizon based on my financial goals.
3. Retirement corpus planning, etc.
It gives me financial stability, security and at the same time allows me to enjoy my life with her prompt planning.
Thank you for your cooperation.”
Kunal Nanda
The Great Eastern Shipping Co. Ltd, Senior Manager
“Salma is very Professional and yet very supportive in her approach. She does not gives up on her clients and helps them to find a way to overcome their difficulties and methods for systematic financial planning. She is also available for assistance, guidance, and for support. When you are with Salma, you are never left alone.
I found her very genuine, helpful, dedicated and committed toward her clients. I would definitely recommend her Services.”
Sandeep Mukherjee
“Salma has met and surpassed my expectations of working with a Certified Financial Planner. She gives time to understand my requirements, which gave me confidence that not only my goals have been well understood but also my comfort level. Now I feel that my money is in secured hands.”
Dr. Ketan Lipare
Dentist
