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Testimonials

Client's Love

Google Reviews
Reviews on Website
Video Reviews

Google Reviews

Reviews Received on Website

"I was looking for a professional and qualified financial advisor to manage my portfolio. Salma quickly put me at ease with her attention to detail. She asked the right questions and identified the right investment path for my financial goals. She is very professional, and I value her advice. I highly recommend her consultancy for anyone serious about financial planning."
Rajanikanth Manchi​
Amazon (AWS), Global Partner Manager
"I approached Salma for fee-only financial planning and independent advice. She does thorough research, understands both short and long-term goals, and offers data-backed solutions. What I appreciate most is her flexibility, openness to ideas, and customized financial planning. She is supportive and adjusts as goals evolve. I strongly recommend her services."
Piyush Guliani
OLX Group, Associate Director
"I have known Salma for 4 years, and she has managed my financial portfolio since then. She helped organize my finances, making management easier and more effective. This allowed me to set personal and retirement goals with sound advice, reducing risk and aligning goals with values. She is 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
“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's expert guidance and professionalism were instrumental in organizing my finances. I highly recommend her services for anyone seeking financial clarity.”
Zini Mehta Testimonial
Zini Mehta
Lead Content Strategist, US Tech Solutions
“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 Testimonial for Salma Sony
Sandeep Mukherjee
“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
“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
“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
Dr. Ketan Lipare
Dentist
“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 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.”
Anu Mary Kuriakose testimonial
Anu Mary Kuriakose
Senior Advisory Consultant, IBM
“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, looking to build a steady income stream. But she helped me see the bigger picture—emergency fund, medical needs, travel fund, and more. I now feel confident and at financial peace, knowing how to deal with different situations. She is patient, attentive to detail, and explains things clearly—even if asked multiple times. She was always approachable and prompt in responding to my queries. I highly recommend her services."
client
Ms. Guru Pyari
Physics Teacher (Retired)
"My financial planning journey started late, with no clarity on where I'd be in 15 years. Salma's approach gave me direction. Earlier, I used my savings for insurance and emergencies, which disrupted my finances. With her, I aligned my savings to goals, identified leakages like credit card payments, and understood my actual expenses. Since 2021, I haven’t paid interest on my credit card. The knowledge she shared helped me shift from financial stress to financial freedom. I'm now confident in this journey, thanks to Salma."
Arul Ram
Arul Ram
Godrej Storage Solutions, Asst. Chief Manager
"Working with Salma has been a truly rewarding experience. She combines clarity, diligence, and empathy—taking time to understand my finances and life goals, and crafting a plan that’s both strategic and personal. She simplifies complex decisions without ever making them feel rushed. Her attention to detail and proactive follow-ups gave me complete confidence—whether in retirement planning, NRI tax strategy, or real estate investments. I highly recommend her to anyone seeking expert guidance with a personal touch."
Sachin Kaushik
Sachin Kaushik
Cloud Security Business Leader, Microsoft

Video Reviews

Rajanikanth Manchi​

Amazon (AWS), Global Partner Manager

Dr. Pranav Bhagwat

Oorja Wellness Center, Ayurveda Practitioner

Abdullah Ansari

Grey White Studio, Co-Founder

Ravi Sinha

Decathlon India, Human Resource Leader

Ankit Pandya

Scarecrow, Creative Director

Jackson Monichan

JM Pixel Studio, Digital Agency Owner

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