NRI/PIO Detailed Financial Plan
I construct holistic, detailed and customised financial plan for R2I families keeping in mind their foreign and Indian investments, tax implications and financial goals.
NRI/PIO Investment Advisory
I create a customised investment plan for you in line with your risk profile and financial goals. My advice is unbiased and free from any conflict of interest.
NRI/PIO Tax Advisory
I help you transfer your foreign investments in India in the most tax efficient way, take benefit of DTAA, and also tax-optimise your investments in India in line with prevalent tax regulations.
Soham Financial Planners is a specialised Fee-Only Investment & Tax Advisory Firm specialising in Returning NRI/PIO families planning a return to India based out of country’s financial capital Mumbai. It has been founded by CA Abhinav Gulechha in January 2012.
Abhinav is a qualified Chartered Accountant (CA) from the Institute of Chartered Accountants of India (ICAI) and a Certified Financial Planner (CFP) professional from FPSB India.
Abhinav is passionate about his profession. He is diligent in his work & has great financial acumen. He can perform quick analysis of personal finances & draws meticulous & detailed plan. He spots the problem quickly & lays out step-by-step action plan for correcting the course. His blogs are quite informative & broadens the horizon of their readers.
-Naushad Rajani, KPMG (UAE)
Abhinav is an “Advisor” in every sense of that word. Unlike most IFA’s, he is not sales motivated. For someone like me in the “advice” business, it is a refreshing change to deal with someone not motivated by selling financial products which don’t necessarily meet my needs. His proactive approach to financial planning has already put me in a much stronger position. With his help and advice, I hope to build upon this foundation so that my future is financially secure. I feel that he is someone I can completely trust, and therefore have no problem in recommending him to any friends or colleagues.
-Pratik Kange, Sify.com, Chennai
I am writing this reference letter to recommend Mr. Abhinav G for my Financial Planing. I have been his friend for the last five years and from what I can tell, he is totally perfect for this job. Abhinav is a very responsible and dedicated person at work.he can handle multi task at the same time and never lets down our expectation. he is willing to take over new responsibilities at work without hesitation and consistently gives many creative ideas in Financial Planing. During the time he was working for me, he cleared my miss concept about Stocks and Insurance which will helpful for me at that time.
– Prashantkumar Patel, Operations Manager, Techmax Publications, Pune
Excellent Financial Planner ! Have in depth understanding of various complex aspects of life as well their financial linking. Easy in explaining and the best part is “fee based” advisory rather than commission based because of which you can trust him fully and gives you fair confidence.
– Avinash Natekar, Tata Consultancy Services, Pune
It’s my pleasure I got financial adviser like you. Timely guidance on investing my money and how to save it as per my portfolio. Valuable tips on maintaining contingency funds and it’s importance. Your market knowledge is immense and deep insight helps us get great results. I wish all the best and keep it up
– Alok Nashikkar, Xorient Technologies, Mumbai
Abhinav greatly helped me out with my financial planning. I would recommend him to anyone for the same.
– Abhinaba Naskar, Hadoop & Big Data Developer, Bangalore
IN THE MEDIA
Abhinav is on the Moneycontrol’s Elite Expert Panel on personal finance and has written for most of the major economic dailies like The Economic Times, Livemint, Hindu Business Line, Financial Planning Journal etc. He also features regularly on personal finance show “Paisa Vasool” on DD News channel.