BABITA HEMANT SONI

Malad West Dely, Mumbai City - 400064

Rating

Rating

181

Profile Visits

5736

Views

Myself, Babita Hemant Soni; am a Financial planner and Insurance advisor affiliate with LIC since last 6 years and working experience of 12 years with different financial companies... Also tied up with financials bodies i.e. AMFI, IRDA for Goal based financial and investment planning & NBFCs, Banks for fundings as in Home loan personal loan, business loan and other loans.

KIRAN FINTECH & WEALTH MANAGEMENT was founded in 2015 with a vision in mind—to provide independent and unbiased financial advice with the highest quality of customer service. Today, we serve clients all over the India and UAE, with 300+ client families. We specialize in comprehensive financial and retirement planning, investment portfolio management, Tax planning and more. Providing personalized, attentive service to our clients is our highest priority. Also fulfilling the personal financial fund needs By providing any type of loan requirement of clients from NBFCs and Banks...


Experience & Qualifications

 

Qualification

POST GRADUATE

 

Experience as an advisor

12 Years

 

Total work experience

12 Years


Service & Advisory Offered

  • Life Insurance
  • Motor Insurance
  • Business Insurance
  • Home Insurance
  • Health Insurance
  • Travel Insurance
  • Home Loans
  • Loan Against Property
  • Reverse Mortgage
  • Personal Loans
  • Business Loans
  • Loan Against Security
  • Mutual Funds
  • Demat and Trading Account
  • IPOs
  • Corporate FD
  • Fixed Deposits
  • Tax Planning Services
  • Financial Planning
  • Investment Planning
  • Car Loan
  • Commercial Vehicle Finance

Affliation & Awards

 

• J. M. FINANCIAL • APOLLO MUNICH HEALTH INSURANCE • RELIGARE HEALTH INSURANCE • LIFE INSURANCE CORPORATION OF INDIA (LIC) • STAR HEALTH INSURANCE • THE MUTUAL FUND ASSOCIATION IN INDIA

 

• MDRT from USA • CENTURION AWARD FROM LIC

What is your Credit Score? Get FREE Credit Score in 1 Minute!

Get Start Now!
CIBIL Meter