Our Services

We are very happy to give the best service

Mutual Funds

We assemble tailored mutual fund portfolios for you the use of the Efficient Frontier Theory. Earn higher returns for the same amount of risk.

Portfolio Management

We offer an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by us that can potentially be tailored to meet your specific investment objectives.

Unlisted Share Stock

Our team of researchers scan through the essential market and monetary data, track non-public equity & venture capitalist offers to discover the most promising non-public enterprises.

Share Broking

We at Soman's Magnum Investment provide you comprehensive, genuine, updated, and completely unbiased review of a number of online share brokers in India.

Will Writing

Plan for the future and make sure your loved ones are provided for with our expert Will writing services.

Insurance

Our team identify areas of risk or exposure our clients may face and help find ways to mitigate them with available insurance solutions.

Financial Planning

Investment Planning

It is the process of making effective investment strategies based on the financial goals & the risk appetite of the client.

Retirement Planning

It is the one of the most important aspect in financial planning. This focuses on planning for income based on current lifestyle post retirement.

Tax Planning

Tax planning involves making best use of various tax laws to optimize the tax exemptions, deductions etc.

Estate Planning

It ensures smooth transition of the assets to the right beneficiaries as per the wishes of the person.

How We Work?

Our process which helps in achieving client’s goals through the proper channelization of resources.

Need a help? Get a first-class finance consultant.

Contact Us

+91-9112269944

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