Salma is a well-experienced professional in the finance management domain, with strong knowledge of SIPs. She always focuses on strategy and has a clear vision for setting financial goals. I’m glad to have her as an instructor and mentor on my financial journey. Highly recommend her!
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A SUBRAMANI
2 November 2025
Ms Salma Sony supports me in my Wealth Management. She is instrumental in setting up clear Financial Personal Goals (short term, middle term & long term) and type of funds to be selected for each type of goal, this process supported me to streamline my investment portfolio, including Risk Mitigations, clear retirement plan, Children Education etc. She understands the emotions behind my goals & guide properly.
I wish to appreciate Ms Salma Sony’s professional skills and explaining the questions calmly.
As a result of her guidance, I now feel much more disciplined about my financial future.
Ms Slama Sony gave sufficient time to address some of the financial clarifications, beyond her scope like review of my income tax return filing related queries & guided me.
I recommend Ms Salma Sony to anyone looking for comprehensive financial planning.
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Baskar Rao
2 November 2025
Salma has extensive experience in financial management, especially in identifying the right avenues for investment and savings.
She meticulously reviews even the smallest details of expenses, and her valuable advice has given me greater confidence that my current investments are well protected for the future.
I would highly recommend her guidance—100%—for anyone focused on smart investment and long-term growth. 💹
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kalpesh saubhri
2 November 2025
Salma has helped me a lot in terms of realistic goal setting and what is the purpose of inestment
Now I sleep peacefully at night even when the people around me are talking about any new thing in which they are investing
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lakshmi dokekar
15 October 2025
She is a calm professional advisor who takes care of your money well. She do risk profiling before suggestions to ensure you reach your financial goal (Which is Goal based investment) without any hustle.
I am happy with my retirement planning for my peace of mind. Good work Salma.
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Pooja Chhabdda
25 September 2025
I got to know about Salma while doing my research, and I was very particular about finding an experienced finance advisor since it was my first time seriously planning my finances. From the very first call, she made me feel confident with her clarity and guidance. It’s been about three to four months working with her now, and the journey so far has been very smooth.
Her way of explaining things, the clean implementation process, and the easy-to-understand Excel sheets she shares make everything simple and transparent. Salma is also extremely polite and patient, which makes working with her even better.
I have signed up for a year with her, and I can already say I’d love to continue year after year. So far, everything has been excellent, and I truly value the guidance she provides. If you are looking for a reliable finance advisor, she is the best one! 👍
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sandeep adhwaryu
14 September 2025
Salma is an outstanding financial advisor. She takes the time to understand your assets, liabilities, and future needs in detail, and always finds practical solutions within your constraints. She is prompt, patient, and remarkably professional , managing even an erratic client like me with ease. Thanks to her, my financial mess is finally in order.
Sandeep Adhwaryu
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Jyoti Pillai
30 August 2025
I have been working with Salma for the past 6 months, and it has been an excellent experience. She has taught me how to manage money wisely and provided in-depth analysis of my financial issues. Her practical advice has helped me come out of a negative cashflow situation, and I feel much more confident about managing my finances now. Highly recommend her services!
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Nirmal Chakraborty
11 August 2025
I have been working with Salma Soni, a SEBI-registered, fee-only financial advisor, and my experience has been exceptional. Her unbiased and client-first approach ensures that every recommendation is made solely with my best interest in mind — free from commission-driven motives.
Salma takes the time to understand my goals, current financial position, and risk tolerance before creating a clear, actionable plan. She explains even the most complex financial concepts in a way that’s easy to grasp, empowering me to make informed decisions with confidence.
Her professionalism, transparency, and proactive communication are remarkable. She keeps me updated on market changes, portfolio performance, and strategic adjustments so I always know where I stand in my financial journey.
If you are looking for ethical, knowledgeable, and trustworthy financial guidance, I wholeheartedly recommend Salma Soni. Her expertise and dedication make her a true partner in achieving long-term financial securit
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Nanda P
6 June 2025
I'm having a wonderful experience working with Salma.
She explains financial plans in a very clear and simple way, making it easy to understand and follow. She takes the time to listen patiently and thoughtfully, and then creates a realistic and sustainable plan tailored to your financial goals.
Salma is approachable, responsive, and always willing to help when needed. Her follow-ups are timely and consistent, and she genuinely cares about your progress.
I trust her completely and feel at peace knowing my financial journey is in good hands.
Highly recommended!
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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
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
“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
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
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."
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
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."
