We at Mr. Bharat Soneja believe in long term relationship, dependable advice, watchful care of the interests of our esteemed clientele & personalized services. We are here to nurture your money as you watch it grow steadily. Your investment problems are ours from the minute you walk into our office, from pre-service to post-service and everything in between, we take care of it all. With over 20 years of experience and market understanding, we offer you unique solutions that are best suited for you and your family. Your welfare is our biggest concern and your growth is our 1st priority. We have a clientele base from the small town of Kalyani, in India, to the other world leading countries, yet we honestly confess : We value your faith in us. No one understands your money like us.
Having spent more than ten years in different corporate sectors, Bharat Soneja decided to start his very own firm that redefines the word entrepreneur. When asked what made him leave his safe job and join the world of business, he would answer- The non-existence of professional service in the industry. Striving to change that, Mr.Soneja, with his sheer passion, has been able to achieve great success in all his endeavors. His primary goal has been to educate the people about proper investment planning that can turn their hard earning money from mere saving to their support system in the future.
He completed his BSc graduation in mathematics and took a diploma course in Electrical and Electronics, but studies don't leave his side as he makes sure to always keep himself updated with the latest market trends and policies. He is Kalyani's very own son, and with true compassion he believes in being of service to the people.
Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely