Somnath Advisory - Plan Today, Prosper Tomorrow | Financial Planning & Investment Guidance

About Us

Welcome to Somnath Advisory, your trusted partner in financial planning and investment guidance. We provide simple, transparent, and personalized financial solutions that help you grow, protect, and manage your wealth with confidence.

Who We Are

Somnath Advisory is a client-centric financial advisory firm committed to providing personalized wealth management, investment planning, tax-saving solutions, and long-term financial guidance. We help individuals, families, and businesses make informed financial decisions with clarity and confidence.

Our Objective

Our objective is not just to recommend products, but to understand your goals, risk profile, and financial priorities, and then design a plan that aligns with your life journey. We focus on creating sustainable financial strategies that support growth, stability, and future security.

Our Commitment

With a professional and ethical approach, we ensure that every client receives transparent, unbiased, and well-researched advisory guidance. Our approach is based on trust, clarity, and long-term value creation.

Meet Our Founder

Somnath Bera - Founder of Somnath Advisory

Somnath Bera — Leading with Vision and Integrity

Mr. Somnath Bera, the Founder of Somnath Advisory, brings years of expertise in financial planning and investment advisory. With a deep commitment to client success and ethical practices, his leadership has helped countless individuals and families achieve their financial goals.

Driven by a passion for financial literacy and empowerment, Somnath Bera established Somnath Advisory with a mission to make professional financial guidance accessible, transparent, and personalized for everyone.

Whether you are planning for your future, saving for your children, or looking to build a stable financial portfolio, Somnath Bera and his team guide you with the right strategies suitable for your goals.

What We Do

We offer a comprehensive range of financial planning and advisory services

Investment & Wealth Management

Strategic investment planning to grow and protect your wealth for long-term financial success.

Mutual Funds & SIP Portfolio Planning

Customized portfolio strategies designed to match your risk profile and financial goals.

Retirement & Pension Planning

Secure your golden years with comprehensive retirement and pension planning solutions.

Life, Health & Term Insurance Planning

Protect your family and loved ones with the right insurance coverage and planning.

Tax-Saving & Income Optimization

Smart tax-saving strategies and income optimization to maximize your returns legally.

Future Goal Planning

Education, marriage, home purchase, and emergency corpus planning for your life milestones.

Our Approach

At Somnath Advisory, we believe that every individual's financial situation is unique. Our advisory process is based on four core principles:

Understanding Needs

We listen and understand your financial goals and challenges to create a solid foundation for your plan.

Strategic Planning

We create customized financial strategies tailored to your unique requirements and life situation.

Guided Implementation

We assist in selecting suitable investment and insurance options that align with your strategy.

Ongoing Support

We monitor, review, and realign plans to keep your goals on track throughout your journey.

Our Philosophy

We stand on the foundation of core values that guide everything we do. We believe that financial planning is not a one-time activity. It is a continuous journey, and we walk with you at every step to ensure stability and growth.

Trust

Transparency

Commitment

Long-Term Relationship

Why Choose Us

Your financial success is our responsibility, and we are dedicated to helping you achieve financial independence with confidence and peace of mind.

Personalized Financial Plans

Customized strategies designed specifically for your unique goals and situation.

Transparent Advisory & Zero Hidden Charges

Complete clarity in all our recommendations with no surprise fees.

Long-Term Portfolio Monitoring & Support

Continuous tracking and adjustment of your investments for optimal performance.

Client Satisfaction is Our Priority

Your success and satisfaction drive everything we do at Somnath Advisory.

Our Partner Services

We collaborate with leading insurance and investment partners to bring you the best financial products

Insurance Partners

CARE HEALTH INSURANCE

Comprehensive health coverage solutions

HDFC LIFE

Life insurance and investment plans

SHRIRAM LIFE INSURANCE

Reliable life insurance solutions

BAJAJ LIFE

Innovative insurance products

HDFC Life Premium Plans

HDFC LIFE Sanchay Plus

Non-linked, non-participating savings plan

HDFC LIFE Sanchay Legacy

Guaranteed income for future security

HDFC LIFE Sanchay Per Advantage

Regular income plan for steady returns

Term Plan Click to Protect

Online term insurance with instant coverage

HDFC LIFE SAGA PLAN

Retirement planning solution

Get in Touch

For consultation or to start your financial planning journey, contact us today.

Call Us

8013608155

Email Us

somnathbera3095@gmail.com

Visit Us

Schedule an appointment for personalized consultation

Plan Today, Prosper Tomorrow