Updated:
Somani Investments
Somani Investments is an AMFI certified Mutual Fund Distributor and a qualified Insurance Advisor, Retirement Advisor and Certified Financial Planner.
Overview
Somani Investments is an AMFI certified Mutual Fund Distributor and a qualified Insurance Advisor, Retirement Advisor and Certified Financial Planner. The firm offers personalised financial planning and wealth management services, with a focus on designing, implementation and review. It provides clients individual login facilities to view their dashboard and emphasises transparency and long-term client relationships.
General information
Firm type
Generalist
Year founded
1983
Location
Region
Asia
Country
India
City
Mumbai
Corporate office
13th Floor, Mehta Mahal, 15 Mathew Road, Opera House, Mumbai, Maharashtra 400004, India
Additional offices
Kampala, Uganda
Principals
Utsav Somani
Ankit Somani
Sector focus
Frequently asked questions
Which sectors does Somani Investments explicitly avoid?
The firm's public materials do not list exclusionary sectors. The visible portfolio spans financial services distribution, commercial real estate in Mumbai and Kampala, and marine tourism and safety operations along India's western coastline. No negative screens — whether ESG, sectoral, or geographic — are publicly documented.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: