Best part of this kind of job was to meet many people of different Income Class and different thought process and their takeaway towards Planning Financial Goals of Life.

Besides banking & Insurance job, my on-going process of self-educating never stopped and which helped me attaining various Certificates of Licentiate of Insurance Institute of India ( III ), & Certified Personal Financial Advisor of National Institute of Securities Market (NISM), Also specialized in Advanced Financial Goal Planning (AFGP®) by AAFM (American Academy of Financial Management India) and Certified Insurance Advisor (Life, Non-Life & Health) by IRDA (Insurance Regulatory Development Authority).

After cleared my exam of AMFI in 2008 I am registered with AMFI (Association of Mutual Fund of India) as Independent Financial Advisor with Membership number 129707. & I am Member of “BSE Star MF”.

After attaining an experience of few years & created my own Start-up in May, 2013 by name of Trust India General Insurance Services & Kamal Somani MF Expert as a Independent Financial Advisor.

Financial Markets have been my childhood passion, I started investing in Markets since the Age of 15 from my pocket money in my DAD’s Name and “Graduated “in helping my seniors in their money and advising on them, so that is the reason I mentioned that “Formally” my practice has been started in 2013 but informally it’s been 26 yrs. long journey.

Today after a journey of 18 years Job & Practice with all my learning’s and mistakes has enlighten my thought process and helps me in using good Financial Planning tools for any individual/family from starting his career till retirement. With over 400+ families having their TRUST & FAITH has developed a kind of RESPOSIBILTY in me to handle their investments and help them to achieve their Life Financial Goals in a stress-free manner.

My Future Plans & Initiatives

My only future plan is to make difference to my client’s life, I have no intention to grow big or set up a company with multi offices as Financial Advisory is very personalized and Customized service and the service should be wholesome, undiluted and backed by decades of experience. This profession requires passion to serve your clients, a person who take this as another Job for salary etc. can’t do justice to the service provided.

Apart from Financial Planning I am keen to take awareness program and spread financial literacy about Personal Finance specially for Small City people. Today in this modern era too, many people know very less about financial planning and personal finance. I want to help such peoples with my expertise.

I do provide comprehensive financial planning to my client. Comprehensive Financial planning includes and not limited to: