Soffnn Financial Services is a Rajkot-based one-stop financial solutions firm, founded by a CFP-certified Advocate with expertise in financial planning, mutual fund distribution, insurance advisory, taxation, GST, and legal services.

We serve Business Owners, Doctors, CAs, Advocates, NRIs, HNIs, Salaried Professionals, Retirees, and SME Owners — delivering personalised, goal-driven financial strategies under one roof.

OUR SERVICES:

Financial Planning: Comprehensive, goal-based, retirement, child education, wealth creation, and cash flow planning.

Investment Advisory: Mutual Fund Advisory, SIP/STP/SWP Planning, Portfolio Review, Asset Allocation, and Wealth Management.

Insurance: Life Insurance (Term, ULIPs, Savings, Child & Retirement Plans), Health Insurance (Individual, Family Floater, Senior Citizen, Corporate, Critical Illness), and General Insurance (Motor, Property, Business, Professional Indemnity).

Taxation & GST: ITR Filing, Tax Planning, Capital Gain Planning, TDS Compliance, GST Registration, Return Filing, Audit Support & Advisory.

Legal Services: Property Documentation, Agreement Drafting, Title Search, Loan Legal Verification, Business & Commercial Agreements.

Financial Education: Online Courses, Webinars, Workshops, Corporate Financial Wellness Programs.

VISION: To build a leading wealth management firm targeting Rs.350 Crore AUM by 2030.

Visit: https://www.soffnn.in/v

Soffnn Private Limited

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Soffnn Private Limited

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