Toral Somaiya Email and Phone Number
Toral Somaiya work email
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Toral Somaiya personal email
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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.
Wealthwin Services
View- Website:
- thewealthwin.com
- Employees:
- 1
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Founder, Wealthwin ServicesWealthwin ServicesAhmedabad, Gj, In -
Founder, Wealthwin ServicesWealthwin Services Apr 2022 - PresentAhmedabad, Gujarat, IndiaWealthGenie 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. -
Founder, Wealthgenie ServicesWealthgenie Financial Services Sep 2016 - Apr 2022Ahmedabad, 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. -
Public SpeakerFreelance Mar 2016 - PresentAhmedabad, 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.
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Visiting ProfessorKaivalya Academy May 2016 - Mar 2018Ahmedabad, 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.
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Visiting ProfessorKnowledge Academy May 2014 - Aug 2016Ahmedabad 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.
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Professor For FinanceH.L.College For Professional Education Aug 2011 - Sep 2012Ahmedabad 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
Toral Somaiya Education Details
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Financial Planning Standards Board, IndiaFinancial Planning -
Finance & Marketing -
G.S College Of Commerce, NagpurB.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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