Ms. Sonam Agarwal

Ms. Sonam Agarwal

Shubhika Investments Pvt Ltd

Wealth Management

BNI Member since 2022

Professional Details

Wealth Management

Shubhika Investments Pvt Ltd

Director

10+ Years

3 Years

HNI Power Team

About Me

I specialize in wealth management services for businesses in Jaipur and surrounding areas. With extensive experience in my field, I help clients find the perfect solutions that align with their business objectives and growth plans.

We pride ourselves on transparency, quality service, and building long-term relationships with our clients. My extensive network and deep market knowledge ensure that every client receives personalized service and the best possible outcomes.

Services Offered

Wealth Management consulting
Wealth Management services
Wealth Management solutions
Wealth Management support
Documentation support
Project assistance

Target Referrals

Companies seeking wealth management services
Businesses looking for wealth management opportunities
Businesses requiring wealth management solutions
Companies looking to expand their wealth management needs

Testimonials & Thank You Notes

"Great experience working with Agarwal on our project ₹€“ highly professional and went above and beyond to ensure we found exactly what we needed. The expertise is exceptional!"
Client
Client Company
Client
"Agarwal's referral for our project was spot-on. The understanding of client needs and ability to match the right solutions is remarkable. A true BNI professional!"
BNI Member
BNI Member
BNI Tathastu Member - Wealth Management
"Working with Agarwal has been a pleasure. The transparency in dealings and commitment to client satisfaction sets them apart in the wealth management industry."
BNI Member
BNI Member
BNI Tathastu Member - Wealth Management

BNI Achievements & Contributions

127
Referrals Given
89
Referrals Received
2.3 Cr
Business Passed
Gold Club Member (brought 6+ members to BNI)
Chapter President 2024-2025
Excellence in Networking Award 2023
Power Team Leader - HNI Division

Contact Information

Call
+91 9782211393
WhatsApp
Chat directly
Email
shubhikainvestments@gmail.com
Website
Visit company site
LinkedIn
Professional profile

Book a 1-2-1 Meeting

Schedule a personal meeting to discuss potential collaborations

Available Mon-Fri, 9 AM - 6 PM

Quick Stats

Response Time < 2 hours
Projects Completed 150+
Client Satisfaction
4.9/5
Years in BNI 3 Years

Ready to Connect?

Get in touch to discuss your wealth management needs or potential collaboration opportunities

Response guaranteed within 2 hours during business hours