We Being an individual financial freedom planner, your financial planning for financial goals comes at first, which is a complex process. That’s why it’s important to get the right advice. We look at your individual circumstances to maximize opportunities to achieve your financial goals.

My career in the financial advisory industry started in 1999 and has been in the business for more than 18 years. In 1999 we formed an organization SOHAM CAPIGROW.

We help people, for their Financial planning. It has been a perfect career choice for us which enables us to have a very meaningful impact on the lives of those whom we serve. We enjoy client interaction and the opportunity to solve problems that often seems very complex and overwhelming. We love to continue and serve our clients for many years. 

Education : Certification in Financial Freedom Planning and Counseling.

Financial Industry Designations : INDIVIDUAL FINANCIAL ADVISOR. 

REGISTERED INVESTMENT ADVISER

• Investment Advisor Representative through PRUDENT Corporate Advisory Services and online investment platform through FundzBazar.
• Insurance Advisor Representative through Life Insurance Corporation of India (LIC of India), HDFC Life and Kotak ICICI Pru Life Insurance company.
• General Insurance Representative through Probitas & Gennext Insurance Brokers Pvt Ltd.

INSURANCE AND INVESTMENT LICENSES

• Life Insurance. (IRDA)
• Mutual Funds. (AMFI)
• General Insurance Brokers. (POS by IRDA)

OUR STRENGTH

• Have achieved Champion Trophy of LIC of India 2012-13.
• Best Advisor’s Trophy of LIC of India 2014-15, 2016-17.
• Achieved best advisor’s recognition for Mutual Funds of Prudent CAS every year since 2014.
• Attended many seminars and work shop related to financial education and products.
• Successfully completed courses of Institute Of Excellence,(IOE) Mumbai.
• Successfully completed course of Financial Freedom Planning from Sambhavana Institute.
• Providing our services to +800 satisfied clients since 1999.
• Managing assets of 19 Crore + (AUM) of our clients through Mutual Funds.
• Successfully completed LEAP Program of HDFC Asset Management Co. in 2016.
• Completed course work & training for “Advanced Financial Goal Planning”from AAFM India 2018.
• Participated in the program “Must know aspects of Fixed Income Investing” by Franklin Templeton Academy, Franklin Templeton AMC India Pvt Ltd on 24th May 2018.

ORGANIZATIONS

• LIC of India.
• Prudent Corporate Advisory Services.
• HDFC, Kotak and ICICI Pru Life Insurance Co Ltd.
• Probitas & Gennext Insurance Services & Brokers.