WELCOME TO SOHAM CAPIGROW LET YOUR MONEY EARN…
(Individual Financial Freedom Planner)
By doing financial freedom planning one can achieve more wealth for himself, protect his family from any financial disasters, and give a peace of mind to get alright financially.
Our Process: Focus on You : We can help eliminate the guesswork with achieving your short and long-term goals, make financial decisions so you can be confident that your financial plan will support the goals and dreams that matter most to you.
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WHAT WE OFFER
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
CUSTOMER SAYS
BEST REVIEWS
Varsha R Patel
“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your Client. – Client since 2006
Sanjay Choubey
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chhabilesh Patel of Soham Consult, had this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” Client Since 2007“
Swati Durugade, W. Railway
When i entered into IT career I was having zero knowledge about investment and tax but because of Snajay Sir's Services now I am able understand all the concept and with his guidance I am getting better at savings. He keeps updating about new policies. Highly recommended.
Nayan Patel, Patel, Patel Coaching Classes, Aurangabad
“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.” – Client since 2008“
Subhash Vyas,
“Never ever, ever, since we have been with Soham Consult, have I ever gone to bed worrying about money. You take care of our affairs fully – thank you!” – Client since 2008“
Narendra Desai, Sr Manager, Textile
“This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.”
Pawankumar Dahiya
“My wife and I met Chhabilesh Patel in 2012. We knew how to earn money and knew how to spend money but when it came to financial planning we were novices. After meeting with Chhabilesh , we took on their recommendations and here we are 10 years on extremely pleased with the decision we made. We find the entire Soham Consult team present at all times and easy to work. They are always contactable, courteous and helpful and they are so easy to recommend to others.” – Client since 2012“
Mahesh N Desai
“Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the true advice you have provided has already led to significant savings. You are always happy and engaging, but at the same time, we are never in doubt of your professional advice. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.” , – Client since 2015
Jitendra R Patel
“I have been a client of Soham Consult since 2006 and would highly recommend their services. They have assisted me with my tax saving financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Chhabilesh Patel and they also are very happy with the service. I will definitely continue to rave about his services.” – Client since 2007
Lalit Patel, LIC of India
“Chhabilesh Patel and her team deliver truly professional financial planning services and put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised service.” – Since 2015
Dipak K Rathod, Bussiness Owner
“Chhabilesh has a very welcoming, friendly, professional and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. Chhabilesh is up to date expertise in the financial sector creates a trust that is rare to find. We highly recommend him and their services and look forward to many more years working with him.” - Client since 2010
Arpit Prajapati
“Chhabilesh, is an energetic person providing a positive influence to those with whom he interacts. His professionalism and knowledge of her industry ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real pleasure to deal with.” Software Engineer – 2011.
Dhirubhai N Parmar, Manager Textile
“My wife and I came to you to discuss the options that were available for our retirement planning. We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in your care and for you to guide us in the right direction. We have achieved our retirement corpus through your advice. I have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you – Client since 2007