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.
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.
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.
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
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