M/s Shri Money Managers is a Satna(M.P.) based financial services firm which helps you understand your financial objectives and make appropriate plans to realize them.We offer financial planning, investment options and investment monitoring. Risk Management is the center piece of any financial advice and without any compromise, we ensure on educating our client of the Risks involved in a certain approach they choose.
Meet Our Team
We are a young and dynamic team working towards serving the people to solve their financial problems.
Pankaj Soni, CFP is the founder of Shri Money Managers & has an experience of more than 5 years in the financial industry. He is a CERTIFIED FINANCIAL PLANNER (CFPCM) from FPSB India and Post-Graduate Diploma in Financial Management (PGDFM) from IGNOU. He also has many certifications like NCFM’s Investment analysis and Portfolio Management Module and NISM V-A : Mutual Fund Distributors Certification etc. He advises in the field of personal Financial planning like Investment Planning, Retirement Planning, Insurance planning and Tax planning.
Vivek Soni has a rich experience of more than 10 years in the field of Taxation and Legal advisory.He did his M.A. LLB from APS University, Rewa (m.p). He advises to businesses and individuals on their all kind of tax related issues all kinds like Sales and Service Tax, Income Tax and Legal issues as well.
Arun Agrawal has also a good experience of more than 7 years in the field of Taxation and Legal advisory. He did his B.Com LLB from APS University, Rewa(m.p). He also advises to businesses and individuals on their all kind of tax and Legal Issues.