Hi ! I'm Sonali.

Sonali Belhekar is a MDRT Financial Advisor for Insurance and Investments. She started her firm Wellworth invest in 2012 with a mission to help her clients achieve their financial goals with accurate retirement and goal-based planning. She has overall 15+ years of work experience spanning across financial
advisory, training, HR, and accounts and has served more than 2000+ happy and satisfied clients. She specializes in NRIs and HNIs Investments and claims settlements. Her key to success is dedication, determination, strong domain knowledge, and effective networking skills.
Sonali and her team promptly resolve customer queries, complaints, and constantly educate their clients pre and post-sales. She has excellent pro-active communication and interpersonal skills. upholds a strong sense of confidentiality and integrity. She is highly organized, flexible, and has an eye to detail.
She develops customized investment strategies based on clients’ preferences, risk profile, current economic climate, and investment options to best serve clients’ needs to maintain regular client relations through in-person meetings and electronic communications.