About us

We as Soffnn Private Limited company incorporated in the year 2021 and at present having satisfied clients. We will help clients to achieve their Financial needs with effective and smart investment needs. We are certified Wealth Distributor of Mutual Fund AMFI (Association of Mutual Fund of India) and Insurance distributors recognized by the IRDA (Insurance Regulatory and Development Authority of India)

We offer comprehensive financial distribution services, having highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. opportunities.

Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

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Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Our Philosophy

Every former smoker can tell you just how hard it is to stop smoking cigarettes. However, there are a range of stop smoking commodities that can assist you on your transition to a smoke-free lifestyle.

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.

Our experience

MUTUAL FUNDS 98%
CAPITAL MARKET 75%
PMS 85%
INSURANCE 95%

Our Team Members

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