Neelam Somani
Helping people understand their financial needs and grow their money!
- Role
- Wealth Advisor at Moneyvisors
- Location
- Faridabad, HR, IN
- LinkedIn followers
- 500 followers
About Neelam Somani
I am a Marwari and a Chartered Accountant. Money runs in my veins and brains!
Experience
Wealth Advisor
Apr 2020 — Present · New Delhi, IN
Looking after wealth management needs of individuals and corporate through various financial instruments such as insurances and mutual funds. This includes conducting detailed analysis of various future financial needs and how those can be fulfilled without causing unnecessary emotional and financial stress.This started as a weekend venture in 2012 when I started managing my own money and that of close family and friends, and now I have transitioned full time into this role.
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