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.
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.read more
Implement your customized advice by buying all the recommended financial products on one single platform.read more
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.read more
Products We Provide For You
Doing the right thing,
on the right time,
at right place.
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.
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.
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- Dubai
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!
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
BEING FINANCIAL RESPONSIBLE
Team NJ Publications What does it mean to be financially responsible? This may seem…Mar 5, 2022No Comments
FINANCIAL MISTAKES THAT MAY IMPACT YOU IN TIMES TO COME
Team NJ Publications Managing expenses is a tough task if you have not budgeted…Feb 22, 2022
NEED FOR FINANCIAL PLANNING
Team NJ Publications Over the last few years, the term "financial planning" has been…Jan 22, 2022
INFORMATION SHARING WITH ADVISORS
Team NJ Publications Asset Class is a often used word in finance, especially investment…Jan 9, 2022
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.