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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.

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Execute

Implement your customized advice by buying all the recommended financial products on one single platform.

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Manage

Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

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Products We Provide For You

Mutual Funds

Single point access to virtually all mutual fund schemes from all fund houses in the market

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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Awards winning

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Satisfied customers

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Happy Clients

Testimonials


Vijaybhai Bhesaniya

CEO
Gliston International Tradelink

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

CFO
Supreme Industries

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

CEO
Senjaliya Construction LLP

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

Financial Auditor
Thakkar Chartered Accountants UAE

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

CEO
MA Sales

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

CEO
GP Pansuriya & Co.

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 rich is having money
being wealthy is having time

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