Salma Sony

Salma Sony is a SEBI-registered Investment Adviser and an FPSB-registered Certified Financial Planner with 15+ years of experience in the financial services industry. She specializes in delivering 360-degree, structured, fee-only financial planning, working collaboratively with individuals to simplify personal finance through goal-based planning and disciplined execution. Her approach consistently helps clients increase savings, invest intelligently, and work toward a debt-free and financially secure future.

Her process begins with understanding a client’s spending patterns, building an adequate emergency fund, and guiding them toward living a credit-free life by closing loans and reducing dependency on debt. She then develops a comprehensive financial plan that prioritizes long-term goals while ensuring present-day comfort, with a particular focus on confident retirement planning and overall financial well-being. Each recommendation she provides is tailored to a client’s unique circumstances and guided by a philosophy that places their interests above all else.

With more than 500 clients across 17 countries, Salma has built a reputation for integrity, empathy, and clarity in financial guidance. Through structured planning and ongoing support, she empowers individuals to take control of their finances and move toward a secure, fulfilling financial future.