The journey which began in 2001 with “LIC OF INDIA”, culminated in the establishment of SOMARU SECURITIES & ADVISORS While servicing the insurance needs of clients, we felt the need to offer our investors a basket of other products, which would help diversify their portfolio and create long term wealth for them. With this aim, we ventured into AMFI registered mutual fund distributorship and direct trading of equities via INDIA INFOLINE LTD.

“SOMARU offers services for Mutual Funds, Share Broking, Fixed Deposits, Portfolio Management Services (PMS), Life Insurance, Health Insurance , and General Insurance.

We recognize that every individual is different and so, everyone’s financial goals are also different. It has been our privilege to serve a wide range of clients from Middle Class to HNIs, from Salaried people to Professionals to Business Class, from Minors to Senior Citizens. Our research based investment in equities and mutual funds can be individualized to serve the customized needs of clients.

The Company investment objectives are to generate current income and long-term capital appreciation.

Investment Strategy

• Wealth creating in long term
• Regular Tax Free income flow
• Efficient tax planning for today ensuring future return on investment
• Pension plan with combination of growth and security
• Life goals and life event oriented investment (education, marriage, travel, retirement etc.)
• High return investment and trading as per risk appetite of client

Core Values

• Always keep investor’s interests as prime directive
• Commitment for service before and after investment
• Inspire confidence by providing education, information, clarification and unbiased advice

Recent Achievement
“SPECIAL JURY AWARD AT THE “THE FINANCIAL ADVISORS FORUM ON CNBC TV 18 (2017).