SONAL LUTHRA (DIRECTOR OF SS WEALTH)
- AUM as of now: 9.1 crores (as of 28th July 2023)
- Client base: 70+ families
- Office Location: Kandivali East, Mumbai, India
Sonal Luthra’s story is a testament to the power of perseverance and passion. Despite facing numerous challenges along the way, she never gave up on her dream of becoming a family’s financial expert, just like her father.
Mrs. Sonal’s father, Ved Prakash Gulati, was a source of inspiration for her. He was an engineer by profession but had a deep passion for personal finance. After retiring, he dedicated himself to spreading financial literacy among the people around him. He conducted workshops to educate people on how to plan for their retirement, invest their money wisely, and cultivate healthy saving habits. He even published a book, “Money Management and You” to help spread financial literacy. His mission was to help people understand the value of money and create wealth for the future.
However, even with a systematic diary of investments, Sonal’s family faced significant difficulties after her father’s passing. They had to navigate through different agents and financial institutions to understand where their father had invested his money. It was this experience that drove Sonal to become a financial advisor herself so that she could help other families avoid the same issues.
Despite facing numerous obstacles, Mrs. Sonal never lost sight of her goal. As a mother of two, it wasn’t easy for her to pursue her mission. However, with her determination and unwavering commitment, she was able to become a Certified Financial Planner and Mutual Funds Distributor. Her degrees in Commerce (M.Com) and Management Accounting (CMA) also helped her grasp the intricacies of finance and investments.
Mrs. Sonal’s mission is to educate and empower people with financial literacy. With the help of her mentor, Sparrow’s Sprout, she has been able to achieve her goals. Sparrow’s Sprout has been an instrumental force in Sonal Luthra’s journey towards becoming a family’s financial expert. Sparrow’s Sprout has been a valuable business coach for Sonal Luthra, helping her to connect with clients, build relationships, and provide personalized financial advice and services.
Her clients appreciate the personalized services she offers, which are tailored to their unique needs. She has helped over 70 families manage their finances and achieve their financial goals.
Sonal Luthra’s commitment to her clients and her passion for financial literacy has led her to open her own office, SS Wealth, in the bustling area of Kandivali East in Mumbai. Her new office is a testament to her dedication to her mission of educating and empowering individuals and families about personal finance.
Sonal Luthra’s success story wouldn’t be complete without mentioning the unwavering support of her loving husband. Through every challenge and obstacle, he has been her rock, providing her with the emotional and practical support she needed to pursue her dreams. His belief in her abilities and his encouragement have been instrumental in helping her achieve her goals.
Mrs. Sonal’s journey has been one of dedication, hard work, and a deep desire to make a positive impact on people’s lives. Her success is also due in no small part to the support and guidance of her husband, who has been a constant source of encouragement and motivation throughout her journey. Together with the team at Sparrow’s Sprout, Mrs. Sonal has been able to connect with clients on a deeper level, helping them to build a better financial future for themselves and their families.
Through her new office, SS Wealth, Mrs. Sonal continues to make a difference in the lives of her clients, providing personalized financial advice and guidance to help them achieve their goals. Her vast knowledge of the financial industry combined with her personal approach to client relationships makes her an ideal choice for anyone looking for expert guidance in managing their finances.
Whether you are a young professional just starting your career or an established family looking to secure your financial future, Sonal Luthra is the perfect advisor to help you achieve your goals. She is committed to providing her clients with the best possible service and support, and her new office is designed to offer a warm and welcoming environment for all who visit.
Mrs. Sonal’s story is an inspiration to anyone who dreams of making a positive difference in the world. Despite facing numerous obstacles, she never gave up on her mission to help families manage their finances and achieve their financial goals. With her unwavering commitment and passion, she has become a family’s financial expert, providing guidance and support to families as they navigate the complex world of personal finance.
With the help of Sparrow’s Sprout, Sonal Luthra has been able to connect with clients in a more effective way. Sparrow’s Sprout’s mission of educating and empowering individuals aligns perfectly with Mrs. Sonal’s goal of helping people manage their personal finances.
If you are looking for expert financial advice, you should definitely visit Sonal Luthra at SS Wealth, Kandivali East. With her passion and expertise, she can help you plan for a better financial future. And if you are a financial advisor looking to learn from the best, Sparrow’s Sprout is the place to be.
