Welcome To Sopte Wealth
We as Sopte Wealth incorporated in the year 2008; and at present having more than 900+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning.
We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
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Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
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Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
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Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Mr. Anand S. SopteChief Investment Advisor
Mr. Anand Sopte is the Chief Investment Advisor for Sopte Wealth & Founding member; he has over 30+ years of rich experience in Insurance. Mr. Anand also has 15+ years of experience in investment. His passion towards suggesting Right Investment and Securing the Wealth is what makes him a knowledgeable advisor. He is known for his deep understanding of the distribution practices and its challenges.
Mr. Yatin SopteRelationship Manager
Mr. Yatin Sopte is the second generation of Sopte Wealth. A postgraduate by qualification having corporate experience of around 2 years handling portfolio management, customer services in the organisation. Mr. Yatin will guide you to achieve all your financial goals keeping
Ms. Aparna SutarOperational Manager
Ms. Aparna Sutar is the Operational Manager for Sopte Wealth. She has over 5+ years of rich experience in Customer support & Back-end Operations in Sopte Wealth and takes care of all operational activities. An Bsc by education and has a consistent track record in successfully handling operation processes, identifying process gaps and automation opportunities.
