Toral Somaiya

Toral Somaiya Email and Phone Number

Founder, WealthWin Services @ WealthWin Services
Ahmedabad, GJ, IN
Toral Somaiya's Location
Ahmedabad, Gujarat, India, India
Toral Somaiya's Contact Details

Toral Somaiya work email

Toral Somaiya personal email

About Toral Somaiya

Hi, I am Toral Somaiya. I am an Investment and Insurance Advisor by profession and a Certified Financial Planner by passion. I have the knack for interpreting and expertise in analysing numbers to find the most optimum solution for my clients such that they achieve there financial goals with high predictability. In these 10 years of my career, I have helped more than 100 families in creating pathways for financial freedom for themselves. After finishing my Bachelor in Commerce, I pursued a Master of Business Administration-specialising in Finance and also Certified Financial Planning exam which strengthened my expertise in personal finance. I have worked as a Faculty for Finance and the Head of Faculty at HL College for Professional Education and later at The Knowledge Academy as a visiting Faculty for CFP students.I conduct workshops at various companies for their employees on Personal Financial Planning. Till now I have delivered more than 20 workshops in various top companies touching 1000 people.Out of my passion to make a difference in society, I am associated with an an NGO named 'Making a Difference' as a member of the Advisory Committee. If you want to talk more about planning for your dreams or arranging workshop in your company on Financial Well Being, feel free to connect to me at toral_somaiya@yahoo.com.

Toral Somaiya's Current Company Details
WealthWin Services

Wealthwin Services

View
Founder, WealthWin Services
Ahmedabad, GJ, IN
Website:
thewealthwin.com
Employees:
1
Toral Somaiya Work Experience Details
  • Wealthwin Services
    Founder, Wealthwin Services
    Wealthwin Services
    Ahmedabad, Gj, In
  • Wealthwin Services
    Founder, Wealthwin Services
    Wealthwin Services Apr 2022 - Present
    Ahmedabad, Gujarat, India
    WealthGenie Financial Services is now registered and trademarked as WealthWin Services.-Helping successful but busy individuals achieve their goals by optimising their Investment and Insurance Portfolio. - Created pathways to Financial Freedom for 200+ families. The process involves various stages like cash flow management, Insurance need analysis including Life and Health and choosing the right Investments as per their risk profile.
  • Wealthgenie Financial Services
    Founder, Wealthgenie Services
    Wealthgenie Financial Services Sep 2016 - Apr 2022
    Ahmedabad, Gujarat, India
    -Helping successful but busy individuals achieve their goals by optimising their Investment and Insurance Portfolio. - Created pathways to Financial Freedom for 200+ families. The process involves various stages like cash flow management, Insurance need analysis including Life and Health and choosing the right Investments as per their risk profile.
  • Freelance
    Public Speaker
    Freelance Mar 2016 - Present
    Ahmedabad, Gujarat, India
    - Led Financial Well-Being Workshops at corporates to train 500+ employees in managing their money effectively.These workshops included various aspects of personal finance like Investment, Insurance, Retirement Planning, Tax Planning and one to one sessions on Financial Planning.
  • Kaivalya Academy
    Visiting Professor
    Kaivalya Academy May 2016 - Mar 2018
    Ahmedabad, Gujarat, India
    - Trained 150+ CFP students in analysing and designing Insurance Portfolio for Clients. It included detailed study of Life Insurance, Health Insurance and General Insurance.
  • Knowledge Academy
    Visiting Professor
    Knowledge Academy May 2014 - Aug 2016
    Ahmedabad Area, India
    - Taught 100+ CFP Students in Risk Analysis and Insurance Planning. It included all the streams of Insurance like Life insurance, Health Insurance and General Insurance.
  • H.L.College For Professional Education
    Professor For Finance
    H.L.College For Professional Education Aug 2011 - Sep 2012
    Ahmedabad Area, India
    - Trained 200+ students of Under graduate and Post graduate level Diploma Courses in Financial management subjects. - Organised Industrial Visits and Guest lectures of experts for industry exposure.

Toral Somaiya Skills

Teaching Finance Related Subjects Preparing Subjects To Be Taught Take Exams Overall Grooming Of The Students Plan For The Industrial Visits Finance Subjects Strategic Financial Planning Teaching Portfolio Management Mutual Funds Insurance Investments Financial Advisory Wealth Management Investment Advisory Accounting Financial Planning Financial Analysis Team Management Business Strategy Personal Financial Planning Teaching Finance Related Topics Management Conducting Workshops On Financial Awareness Investment Advisor

Toral Somaiya Education Details

  • Financial Planning Standards Board, India
    Financial Planning Standards Board, India
    Financial Planning
  • Landmark
    Graduate Of Team, Management And Leadership Program
  • Nagpur University
    Finance & Marketing
  • G.S College Of Commerce, Nagpur
    G.S College Of Commerce, Nagpur
    B.Com

Frequently Asked Questions about Toral Somaiya

What company does Toral Somaiya work for?

Toral Somaiya works for Wealthwin Services

What is Toral Somaiya's role at the current company?

Toral Somaiya's current role is Founder, WealthWin Services.

What is Toral Somaiya's email address?

Toral Somaiya's email address is to****@****hoo.com

What schools did Toral Somaiya attend?

Toral Somaiya attended Financial Planning Standards Board, India, Landmark, Nagpur University, G.s College Of Commerce, Nagpur.

What are some of Toral Somaiya's interests?

Toral Somaiya has interest in Teaching, Yoga, Financial And Investment Advise, Personal Coaching.

What skills is Toral Somaiya known for?

Toral Somaiya has skills like Teaching Finance Related Subjects, Preparing Subjects To Be Taught, Take Exams, Overall Grooming Of The Students, Plan For The Industrial Visits, Finance, Subjects, Strategic Financial Planning, Teaching, Portfolio Management, Mutual Funds, Insurance.

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