Topline | Somil Gogri

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Somil Gogri

Research Analyst & Financial Planner at House of Alpha

Intro Book

Financial planning expert with CFP certification.

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Location

Thane, Maharashtra, India, IN

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$75.0

Hourly Rate

How This Rate is Calculated

Okay, so Somil has a CFP certification, which is a well-known and respected credential in the financial planning industry. He also has experience as a Financial Planner and a Mutual Fund Advisor, which suggests he has a strong understanding of financial markets and products. However, his experience is mostly in India, and the demand for financial planners in the US may be different. Considering his education and experience, I would estimate his hourly rate to be around $75, which is a relatively low rate compared to other financial professionals in the US. This is because his experience is mostly in India, and the cost of living and market conditions are different. Nevertheless, this is just an estimate, and his actual rate may vary based on his specific skills, experience, and location.

Bio

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Topline AI

Somil Gogri is a financial professional with experience as a Research Analyst & Financial Planner, Financial Planner, and Mutual Fund Advisor. He holds a CFP certification and a Bachelor of Commerce degree from SK Somaiya College.

Experience

House of Alpha
- Research Analyst & Financial Planner
  - Oct 2021 - Present
Plan2Prosper
- Thane
- Financial Planner
  - Dec 2019 - Oct 2021
  - Thane
  - Bringing clarity in the minds of clients as to where they stand in pursuit of their financial goals by putting together their financial plan.- Reviewing clients Financial & Investment Plan and ensuring to suggest if any timely actions are needed.- Ensuring that the client have all their Insurances cover by preparing an Insurance Audit Report.- Staying in constant touch with client for ensuring their actionables are completed.- Responding to clients for their queries on various aspects of their Financial Plan and Investments.
Sundaram Business Services
- Mutual Fund Advisor
  - Aug 2019 - Nov 2019
  - Advising Mutual Funds to people based on their goals for investment if any, their needs, their investment horizon, their risk apettite, their understanding about Mutual Funds, etc.- Making some people understand what Mutual Fund exactly is and how they can invest their savings in MFs.

Education

2017 - 2019

FPSB India
CFP (Certified Financial Planner)

2017 - 2019
2016 - 2019

SK Somaiya College
Bachelor of Commerce - BCom, Financial Markets

2016 - 2019

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Somil Gogri

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100 Credits For FREE

$75.0

Hourly Rate