Hi ! I'm Sonali.
Every Person has his success story in the process and journey of the career working as advisor. personalityis moulded in multi-fold way and it is beautiful process of connecting people addressing their needs,building trust and becoming a role model in the society.it takes lots of patience and consistency to reach this level.
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.
WHAT I CAN DO
Loan against property
Senior Citizens Corpus Planning
Insurance Consultant & Financial Planner
financial industry for business performance
Angeles, USA in June 2018
Bima Ratna awarded by LIC
Testimonials & Featured Clients
Sonali mam was very knowledgeable in what she does. Sonali told us about what exactly we needed and helped us in choosing right. I wish Sonali all the best. A through professional and very polite and easy to go. All the be
Excellent service and highly professional team.
I feel Very nice experience with wellworth. I really thanks to Sonali madam & Abhay sir who guided me for investment. Also thanks to all staff members, they are very attentive towards customer, good & polite communication.
9371464129 / 9765419265
Monday – Sunday : 10 AM – 6 PM
PRIVIA’ Business Centre, Office
No. A16/A17,Plot No. 1,Sector 6,
Next to PCMC New RTO Office,
Moshi-Pradhikaran – 412105