Client's Love
Testimonials
Google Reviews
EXCELLENT46 reviews on
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 CoachSuresh 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.vivek varma10 February 2024I first connected with Salma mam last year for help w.r.t. organizing our finances and have had multiple meetings since then to get a customized financial plan created based on our goals. She was able to answer all our personal finance related queries and the financial plan that she prepared is comprehensive, detailed and gives us a clear roadmap of how we could achieve all our short-term and long-term goals with proper asset allocation for each of them. I would genuinely like to thank her and would definitely recommend her services for anyone looking for a detail-oriented and professional financial advisor.Dushyant JAIN31 January 2024"Salma Ji financial planning wasn't just a number crunching, she is a future architect! Salmajis keen insights & analysis of my retirement goals opened doors I never knew existed, shaping my path to financial security, setting me on a confident path for the future. Highly recommend!"Khaja Safiuddin29 January 2024Salma Sony is knowledgeable, helpful, and always available when I have questions. Her expertise and support has been invaluable. Highly recommend her services if you're looking to get your finances on track.Abdul Haseeb S M29 January 2024The process of goal-oriented financial planning clarified a lot of things about my near and far future. Despite my narrow and unusual requirements, Salma managed to make the best of it and eke out an effective plan to put every paisa to work according to my needs, all while guiding me over multiple sessions through a jargon-filled world of finance and being very patient and helpful.ankur tyagi11 January 2024Salma Sony is country's one of the finest fee only SEBI registered investment advisor. She does not take any decision in a hurry, she understands you and studies your situations deeply and then gives her frank opinion.
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 customising 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
“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
“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
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)
