What we provide to our clients
We offer a wide range of services to help our clients grow and thrive

Tax Planning

Tax planning is a process of looking at various tax options in order to determine when, and how to conduct...

Insurance Planning

Insurance is a means of protection from financial loss. It is a form of risk management primarly used...

Wealth Advisory

Wealth advisory is the art of structuring your wealth while building it, preserving it, and in order to transfer it...

Goal Based Financial Planning

Goal-based planning is used in utilty adjusted wealth when compared to a traditional approach to financial planning...

Foreign Money Exchanger

We are authorized to exchange foreign money into Indian currency as per the RBI rates, with valid receipts. Please visit us to avail this service.

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Bharat Soneja
We adopt a structured & disciplined approach & provide you portfolio solutions which meet your desired financial goals and milestones.
B-10/177, Kalyani West Bengal, 741235.
+91 9433061231, 9831076146
bharatsoneja@yahoo.com, soneja8460@dataone.in
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Disclaimer :
www.bharatsoneja.com is an online website of Mr. Bharat Soneja who is registered vide ARN-1503 as a AMFI Registered Mutual Fund Distributor since 26.04.2002. Current Validity of ARN is till 25.04.2027. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.