About us

Our duties

Our Mission
Our mission is simply to help you reach your Financial Goals. We work hard to understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This includes financial planning, Insurance planning, goal based investment planning, tax planning as well as portfolio management, We provide you financial services while maintaining the highest standards of integrity, utmost care and professionalism -
• To assist you in reaching your life goals.
• To make ourself trusted source of knowledge and leadership to you, our clients.
Our Philosophy
“We believe in providing our professional services with integrity and objectivity. Our goal is to develop deep, long-lasting professional relationships with our clients,and make them achieve their Financial Goals achievement through proper financial planning.”

About us

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.

See testimonials

Meet Our Team

We are a young and dynamic team working towards serving the people to solve their financial problems.

Pankaj Soni
Financial Planner & Advisor

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
Tax and Legal Advisor

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
Tax and Legal Advisor

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.

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