10+ Years of Trusted Financial Expertise
Helping families and businesses make confident financial decisions through insurance, investments, and long-term planning solutions.
10+
Years Experience
1000+
Happy Clients
CFP
Certified Planner
IRDAI
Licensed Advisor
Our Services
Personalised insurance and financial solutions designed around your goals.
Health Insurance Planning
Comprehensive protection for individuals and families with plans tailored to every life stage.
- ✔ Individual Health Plans
- ✔ Family Floater Policies
- ✔ Senior Citizen Coverage
- ✔ Cancer Cover Policy
- ✔ Cardiac care Policy
- ✔ Portability Facility Available
Financial Planning
Strategic planning to help you protect your future while building long-term financial security.
- ✔ Retirement Planning
- ✔ Child Education Goals
- ✔ Wealth Creation
Mutual Fund Investments
Build disciplined investment habits with customised mutual fund strategies.
- ✔ SIP Planning
- ✔ Goal-Based Investing
- ✔ Portfolio Review
Corporate & Group Insurance
Protect your workforce with customised employee health and business insurance solutions.
- ✔ Group Mediclaim
- ✔ Employee Benefits
- ✔ SME Solutions
General Insurance
Safeguard your valuable assets and everyday needs with comprehensive coverage options.
- ✔ Motor Insurance
- ✔ Home Insurance
- ✔ Travel Insurance
Trusted by Families & Professionals
Real feedback from clients who have experienced personalised financial guidance and dedicated support.
Hear From Our Happy Clients
Watch what our clients have to say about their experience, trust, and journey with us.
Client Feedback
Health Insurance Client
Experience, Recognition & Trust
A glimpse into the certifications, claim achievements, and dedicated team behind Soni Insurance & Investments.
Achievements & Certifications
Professional qualifications, certifications, and recognitions earned through years of commitment to financial planning, insurance advisory, and client-focused service.
Claim Settlements 2025–26
A strong track record of successful claim assistance and customer support, helping clients navigate medical and insurance claims with confidence.
Our Team & Office
Meet the dedicated team behind Soni Insurance & Investments, committed to delivering personalized guidance and long-term financial security.
Ready to Secure Your Financial Future?
Whether you need Health Insurance, Mutual Fund Planning, Retirement Solutions, or Expert Claim Assistance, Payal Soni can help you make informed financial decisions with confidence.
Book a Free Consultation
A Trusted Financial Partner on ThriveHer Network
Soni Insurance & Investments proudly collaborates with ThriveHer Network as a verified annual member. Led by Certified Financial Planner (CFP) Payal Soni, the firm is recognized for delivering trusted insurance, investment, and financial planning solutions with integrity and professionalism. Through this association, Soni Insurance & Investments reflects ThriveHer Network’s commitment to empowering women-led businesses, fostering financial awareness, and creating long-term value through ethical advisory services and client-focused financial solutions.