Salma Sony

Registered Investment Advisor

Service Location

Vadodara

Professional Licenses

SEBI RIA

#INA000017222

FPSB

#60832 / IN150372

Fee Only Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address

B-401, Fortune Sky City Apartment, Dahej Bypass Road, Opp Bawa Rehan Dargah, Near Khwaja Township, Bharuch - 392001, Vadodara, Gujarat.

Website

https://salmasony.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About 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.

Back to All Advisors