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Welcome to Soma Ghosh
A holistic financial guidance that protects you and your family - so that you can have peace of mind
About Soma Ghosh
Mrs.Soma Ghosh is a Raipur (India) based Financial Advisor. She is an MDRT (USA) qualified Financial Professional for the last 10 years.
At Soma Ghosh, our endeavour is not to sell you yet another financial product but help you with a comprehensive financial solution.
We customize the financial plan to suit your requirement.
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Our Partners
Financial Planning covers all aspect of
Money Management.
Goal Planning
Such as Children’s education, children’s marriage, vacation, buying a home or car, etc.
Retirement Planning
What should be your retirement corpus to lead a happy retired life.
Insurance Planning
What’s your human life value? What should be your cover? Which is the best one for you?
Emergency Funds
Funds for unplanned expenditures.
Tax Planning
Proper tax planning will help you save tax, leaving more money in your hand.
Budgeting & Loan Management
Repay bad loans and take better control of your finances.
Investment Planning
Investing in best suited invests to achieve your goals confidently.
Why Soma Ghosh ( MDRT-USA )
We have more than 18 years of experience in the financial markets, the know-how and proficiency in most of the financial products and asset classes.
18+
Years of Experience
100%
Customer
Satisfaction
100%
Service Gurantee
2500+
Happy Customers
Get your finances chalked out with Soma Ghosh, an MDRT (The Premier Association of Financial Professionals®) qualified financial Professional
What we offer as an Internationally recognised Financial Professional to plan your financial security and advise you on prospective investment avenues. We promise –
Prsonalised advice and financial planning
Clear demarcation of your financial planning goals so that you reach them within the desired time frame
A detailed financial recommendation from our financial advisors recommending which investment avenues you should pursue meeting your financial goals
Timely review of your financial plan by the financial consultant so that you can fulfil both short-term and long-term goals easily
Benefits of financial planning
Achieve your life’s most important goals confidently and feel proud.
Children’s Education – Children’s Marriage – Buying a house – Retirement Fund.
Tax planning helps you save tax and leaves more money in hand.
Invest in right tax-saving products for optimum return and matching your cashflow.
The right investment options.
Invest in investment products that suits your investment horizon & risk appetite.
Ensures that you cover all your risks.
Create the best combination – get high insurance cover by paying low premium.
OUR CLIENT SAYS
You are seriously awesome 😎 ,a very scintillating person and the best financial advisor anyone can have . I ,along with my husband Dr Hamid Khan ,truely trust and highly recommend you from the depth of our faith and genuineness.
May you grow to the highest anyone has ever aspired for .
Lots of love 💕
Dr Yogita Hooda
Director of PATH IAS Academy
Contact Us
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