Looking for Finance and Wealth Advisor?
What We Offer
Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
read moreExecute
Implement your customized advice by buying all the recommended financial products on one single platform.
read moreManage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
read moreProducts We Provide For You
Capital Market
With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity
Fixed Income
Get easy access to diverse debt products from the of the leading companies, institutions in India
PMS
We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.
Real Estate
We offer great access to exclusive opportunities for investment /consumption in Real Estate.
Insurance
Experience quality risk advisory and management services with our insurance solutions
Doing the right thing,
At the right time,
At the right place.
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Testimonials
Vijaybhai Bhesaniya
I’ve known and worked with Yashwant for over a decade and his level of commitment and professionalism is unmatched. Have multiple investment plans with him and would refer anyone who needs advice on insurance products to him without a second thought.
If you haven’t thought about life insurance, are unhappy with your current advisor or are looking to get a policy but not sure how to go about it, give Yashwant a call.
Aniruddh Dudhagara
While looking for Financial planners in Gujarat I came across “Money Mata Blog” and was quite impressed with its content as it helped clarify my doubts. Chetan Patel is a true professional with thorough knowledge of various investment options. He helped me plan, identify my financial needs and guided me in setting realistic goals. He recommended investment and insurance options based on my requirements. He surely provides quality advice and would consider investing through him in future as well. I would definitely recommend him to anyone who is looking to secure their future investments and insurance needs.
Sagar Senjaliya
Yashwant Patel is one of the best financial advisor every I come across. He always there to help and show his professionalism & support. He also Guide & help me to learn area of investments. Would like to have more investments in future with his expertise.
CA Hardik Limbasiya
Chetan is super helpful, carefully outlining Soffnn Private Limited and makes us feel comfortable with understanding our options and what makes the most sense for us. We would highly recommend their services!
Akshit Lunagariya
I have been putting off dealing with my financial situation as I found it all too stressful but after talking to Chetan I feel confident to finally sort out what I have been avoiding for years.
CA Gautam Pansuriya
Highly recommend Soffnn Private Limited. Yashwant the founder is the most honest and trustworthy person I’ve ever met in this field. He is truly in this to help his clients and he doesn’t have money at the forefront of his objectives. Extremely helpful and very knowledgeable in his field. Did a lot of shipping around and he was the best in terms of advice and value! Highly recommend you engage with soffnn you will be in good hands!
being wealthy is having time
Articles
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See more25 November
Mutual Fund vs. Fixed Deposit: Navigating Investment Choices
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See more25 November
How a Trust Structure Can Help Manage Real Estate Assets and Mitigate Family Disputes
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See more2 August
Comparing Mutual Fund SWP and Rental Property: Navigating Income Generation Strategies
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See more25 August
Exploring the Diverse Types of Mutual Funds: A Comprehensive Guide
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