SOHAMFP 2nd birthday + OUR FIRST E-BOOK!!

by Abhinav Gulechha on January 13, 2014

Give me a place to stand, and a lever long enough, and I will move the world.

- Aristotle

Dear Friends, this time round, I am taking a break from writing the usual stuff, to first tell you that yesterday Jan 12, 2014 Soham Financial Planners has officially completed 2 years. Thanks for all your support, because that it only that keeps us going.

SohamFP 2nd birthday

Photo credit: Matt Mcgee

I will also like to announce that after working for 9+ years in corporate world, I have finally said bye bye and held God’s little finger to take the plunge by coming full time into my business. From my first post that I just wrote a couple of years back to educate my friends on tax savings, to 120+ posts as of today, I feel we have come some way but there is long long way to go!

But at the same time, there is also a realisation that there is a higher energy/ intelligence that rules us – as it was said in movie Anand – hum sab rang manch ki katputliya hai:). I will definitely share my story on entrepreneurship shortly on the blog.

During the middle of 2013, my sister also has started assisting me by way of routine activities that free up my time for thinking and researching for post ideas. So, whatever consistency we have been able to manage since past few months, whole credit goes to her for that.

Also, you will be aware that SEBI released its Investment Advisor regulations in 2013 which gives the financial planners two choices – to remain in product distribution, or give fee-only advice without any product selling. We reflected on our business and where we can add value and finally came to a conclusion that we will operate as fee-only advisor.

Hence, we have surrendered our mutual fund license and have applied as an “Investment Advisor” to SEBI. We are awaiting approval and due to that, have temporarily suspended our paid services. Once we get an approval, we will notify you and will look forward to serving you.

These couple of months are a moment of silent reflection for us – on how we can create “impact” in reader’s lives, how can we improve our quality of posts, how we can reach more and more people and create financial awareness in them, how we can design our paid services so that it actually reaches the middle class families who need them the most – in this regard,  your suggestions/ comments/ feedback will be really really helpful and we will request you to please share the same.

Also, the blog and the business exists because of YOU – the readers! If you are not there, the business cannot run for a second. Hence, to commemorate our second birthday and as a gift for your continued support, we are launching a 400+ PAGE FREE E-BOOK which represents our  hard work of 3 years in researching and writing the blog.

You can download the e-book by registering on our website here.

By registering, apart from getting the 400+ pages of extremely useful content to plan your financial life, you will also get our monthly newsletter on latest updates on personal finance as well as new post updates by e-mail.

We hope you like our gift – do share your feedback in “comments” section below, you can also e-mail us at

Thank you again, we are fortunate to create a small impact in society and serving you through this medium. We look forward to your continued support in times to come.

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Abhinav Gulechha

SEBI RIA and Principal Financial Planner at M/s Soham Financial Planners
Abhinav is a SEBI Registered Investment Advisor (RIA) and the Principal Financial Planner at, where he provides fee-only financial planning advice and mentoring to help families plan and organise their financial life and move confidently in direction of their life’s most important goals. By qualification, he is a Certified Financial Planner (CFPCM) and a Chartered Accountant (ACA), and has a 9+ years of industry experience. He regularly writes on his website as well as in reputed journals /industry magazines, and also serves as visiting faculty at a couple of FPSB India’s authorised education providers in Mumbai. He is also a member of The Financial Planners’ Guild, India (FPGI), an association of Practicing Certified Financial Planners.

{ 10 comments… read them below or add one }

Rakesh January 13, 2014 at 4:00 pm

Hi Abhinav,

Heartiest Congo for completing this milestone!! Wish you successful journey ahead… :)

I checked the link and I cannot download the e-book… I have already subscribed to your updates but unfortunately I cannot download that book.

Please check.



Abhinav January 14, 2014 at 3:24 pm

Dear Rakesh

Thanks a lot for your best wishes. As a registered subscriber to our website. you must have received the download link on your e-mail sometime back. Please check, in case of any issues, do let us know.


Hari January 13, 2014 at 4:47 pm

Hi Abhinav,
Heartiest Congrats to you and the team on this occasion of successful 2nd year.


Abhinav January 14, 2014 at 3:22 pm

Dear Mr. Hari

Many thanks for your best wishes and continued support.


Avinash Natekar January 14, 2014 at 11:12 am

Many congrats on reaching the milestone and gud luck ahead… Couldn’t download ebook from ‘here’ link ..


Abhinav January 14, 2014 at 3:24 pm

Dear Avinash

Many many thanks. I guess you would have received the link in the welcome e-mail. In case still not downloaded, let me know.


marina subrahmanyeswara rao January 14, 2014 at 1:59 pm


I downloaded the e-book.

By going through the contents, I felt it is a comprehensive one as far as Personal finance is concerned.

Hat’s off 2 Ur hard work.

May God bless U.


Abhinav January 14, 2014 at 3:31 pm

Thanks a lot for your appreciation. We value your readership and feedback on the e-book so that we can improve the future editions.


Manikaran Singal January 20, 2014 at 5:01 pm

Hi Abhinav
First of all accept my belated wishes for your blog’s b’day. You know there’s lot many things common between us. Though i have not written any post this time but i also share my blog’s b’day with yours and this was second ( as yours). I am also waiting for my IA license as i wanted to go with “Fee only” model. Infact IA regulations does not give me any other option;)
I didn’t know that you were working earlier, i thought you were in practice only.
All the best for your endeavors.


Abhinav Gulechha January 20, 2014 at 6:27 pm

Dear Manikaran

Thanks a lot for your good wishes. Really nice to know of this co-incidence. Please accept my best wishes to you and your blog too.
Yes, to anyone who wants to learn personal finance and stay updated on latest things, is an excellent source to do so.
Great to know about IA license, so we are on the same path – the road less travelled:)….Also I saw your blog and we have one thing more in common – the theme i.e. Thesis:)
Yes I was working earlier as have a family to support but somehow realised that to create a real impact, I will have to come full time…trusting God for the best to happen..
All the very best to you and lets stay in touch. Thanks again.


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