Sunil Sonawane - Vsh Financial Services
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Sunil Sonawane

VSH Financial Services

Retirement Adviser

Service Location
Mumbai
Professional Licenses
PRFDA
#RAN00001094I
Commission Based Financial Advisor
May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address
C-201, Greenfield Tower Society, St. Anthony Street, Santa Cruz (East) S.O. Mumbai - 400055, Maharashtra.
Website
https://sonawanevsh.com/

Client Focus & Services

Best suited for

Pre-retirees planning their exit from the workforce and recent retirees managing their retirement income. Individuals approaching retirement age (55+) who need help with retirement income strategies, Social Security optimization, and ensuring their savings last throughout retirement.

Problems solved

Retirement income planning, Social Security optimization, required minimum distributions, retirement budget creation, longevity risk management, pension decisions, healthcare cost planning, withdrawal strategy optimization, inflation protection, tax-efficient retirement distributions.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Sunil Sonawane

Sunil M. Sonawane is a retirement adviser registered with the Pension Fund Regulatory and Development Authority (PFRDA), India. With a strong academic foundation that includes a Bachelor of Engineering and an MBA in Finance, he brings analytical rigour and structured thinking to every client engagement. His technical grounding and financial expertise enable him to navigate the complexities of retirement planning with clarity and precision.

Over the years, he has focused on guiding individuals toward building secure and sustainable retirement pathways. His advisory approach emphasises disciplined planning, prudent product selection, and a deep understanding of long-term financial needs. By aligning retirement goals with appropriate strategies, he ensures that clients are equipped to enjoy financial independence in their later years.

Sunil is recognised for his commitment to ethical, well-researched, and client-focused advisory practices. His mission is to simplify retirement planning and empower individuals to make informed decisions that safeguard their future.

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