WELCOME TO THE FINANCIAL CIRCLE
We follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
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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, W. Railway
“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
Subhash Vyas, Ahmedabad
“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
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
