About Us

We are a group of independent financial service professionals who work with our clients to help them take control of their finances. We focus on each client’s individual needs and situations and strive to provide suitable financial solutions to our clients based on their time horizon and risk tolerance.

Mission:

Educate 1 Million Families Per Year

Upon entry into the real world, many people lack the knowledge and experience needed to efficiently carry out personal finances and as a result, many families are left behind. To combat this and achieve our vision of “No Family Left Behind”, our team at Sohni Financial Services hopes to assist every family in learning the basics of personal finances. With this, we hope that one day we can reach our goal of educating 1 million families in money management

Vision:

No Family Left Behind

In an increasingly large economy, it is becoming more and more difficult for families to keep up with their respective financial needs. We created Sohni Financial Services to lend a helping hand, so families don’t have to worry. With professional consultations from our team of experts, we can make the most out of your money through financial planning.

Mission: Educate 1 Million Families Per Year

Upon entry into the real world, many people lack the knowledge and experience needed to efficiently carry out personal finances and as a result, many families are left behind. To combat this and achieve our vision of "No Family Left Behind", our team at Uptick Financial Services hopes to assist every family in learning the basics of personal finances. With this, we hope that one day we can reach our goal of educating 1 million families in money management

Vision: No Family Left Behind

In an increasingly large economy, it is becoming more and more difficult for families to keep up with their respective financial needs. We created Uptick Financial Services to lend a helping hand, so families don't have to worry. With professional consultations from our team of experts, we can make the most out of your money through financial planning.

Nidhi Sohni

An engineer by education, Nidhi Sohni has always been entrepreneurial. From her early teens, she has successfully ventured in agricultural, food, fashion and retail industries…

Devan Sohni

Devan Sohni is an engineer by background but now owns and operates a successful financial services agency. Devan has 18 years of corporate background working…

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Contact Us

33 Nostrand Rd Hillsborough NJ 08844 (973) -262-0609 devan@sohni.us

Devan Sohni Nidhi Sohni

Devan Sohni is an engineer by background but now owns and operates a successful financial services agency. Devan has 18 years of corporate background working for a fortune 50 company, where he handled corporate roles with increasing responsibility.

He wanted to create a legacy for his family and was always in a quest to find opportunities to generate passive cash flow. The finance domain appealed to him as the finance industry is one of the largest and oldest industries in the world. Pursuing the mission to educate more and more families financially, Prashant achieved his dream by creating Sohni Financial Services. in his late 30s.

Through “Sohni Financial Services", Devan is following his grand vision of “ People cross our Paths so that we can give to them not take" by helping more and more families learn the basics of personal finances and make a positive difference for families.

An engineer by education, Nidhi Sohni has always been entrepreneurial. From her early teens, she has successfully ventured in agricultural, food, fashion and retail industries in a variety of business ventures. As a co-founder of Sohni Financial Services, Nidhi adds tremendous value to the company with her business leadership skills.

Along with her husband Devan Sohni, Nidhi has been successful in helping families understand and implement basics of finances and safeguard their financial future. Together this couple continues to empower many other professional couples like themselves and continue to add value in people’s lives.

Even after being a busy mother of three, Nidhi always finds time to keep the team together and maintain a cohesive bond between the agencies.

TESTIMONIALS

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