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Parag V. Soni (CFGP™️)
Parag V. Soni (CFGP™️)
(Managed by Certified Mutual Fund Distributor and PMS Professional registered with AMFI & SEBI)
Core Expertise of 10 Years dealing in Investment and Insurance Domain
Click below and send us WhatsApp/SMS, Mail or Call for any of our services, we shall get back to you.
Investment:
- Mutual Funds - SIP Planner
- Mutual Fund - Portfolio Review and Insights
- Direct Equity (Stocks & ETF)
- IPO (Public Issue)
- Secondary Market Bonds/Govt Bonds
- Sovereign Gold Bond (SGB)
- PMS (Portfolio Management Services)
- NPS (National Pension Scheme)
- Government Bonds & NCS
- Corporate FD - Company Fixed Deposit (Bajaj & HDFC) (Offline)
- RBI Bonds (Offline)
- 54EC Capital Gain (due to Residential Property Selling) Bonds (Offline)
Insurance:
- Term Insurance
- Health Insurance
- Personal Accident Insurance
- Travel Insurance
- Home Insurance
- Vehicle 4 Wheeler-2 Wheeler Insurance
Services & Core Expertise:
- NRI Investments Planning
- Retirement Planning
- Children Education Planning (Investment Options for Children who are Minor for their Future)
- Regular Income Planning (For Cash Inflow)
- Tax Planning (Lesser Tax)
- Goal based Planning
- PAN Issuance/Correction & PAN-Aadhaar Linking
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