Abstract luxury financial background with gold and black geometric patterns
SEBI Registered RIA
CFA® charterholder
FRM Certified
NISM Certified
CIPM Certified
15+ Years Experience

SEBI Registered Investment Adviser · INA000020721Build Wealth with Evidence

Personalized, Goal‑Based Financial Solutions for Modern Indians—from Wealth Building to Retirement and Business Success.

Our Edge

Why Choose PI DELTA?

Four things that make independent, evidence-based advice genuinely different

SEBI Registered Excellence

Fully compliant with regulatory standards (INA000020721), ensuring your investments are in safe, professional hands with complete transparency. Verify on SEBI

Personalized Strategies

Your financial plan is built around your actual life not a template. Whether you're optimising ESOPs, building a retirement corpus, funding a child's education, or deciding what to do with a salary increment, the plan fits you.

Partnership, Not Transactions

We're still involved after the investment is made monitoring, rebalancing, reviewing. The relationship deepens over time rather than ending at the point of sale.

Proven Expertise

CFA® charterholder, CIPM, FRM, and NISM-certified bringing institutional-grade analytical rigour to personal financial planning for professionals and families.

The Person Behind PI DELTA

Guided by Expertise. Driven by Integrity.

Prakhar Soni — Founder & CIO, PI DELTA

Prakhar Soni

Founder & Chief Investment Officer, PI DELTA

CFA® charterholderCIPMFRMNISM Certified

A visionary leader with over 15 years of experience in investment management, Prakhar founded PI DELTA with a mission to provide sophisticated, unbiased wealth management solutions. His expertise in quantitative analysis and deep understanding of global markets guides every client relationship.

"Successful investing is not about timing the market, but about time in the market with the right asset allocation strategy."

Meet Prakhar

Our Process

Simple. Transparent. Effective.

01

Initial Consultation

We start by understanding your complete financial picture income, assets, liabilities, goals, risk tolerance, and the life stage you're in. No assumptions, no templates.

02

Strategy Development

A plan built around your specific goals whether that's managing ESOPs, building a retirement corpus, funding education, or growing long-term wealth systematically.

03

Implementation

Systematic, low-cost execution with careful monitoring. We track what matters and flag what needs your attention.

04

Ongoing Management

Annual reviews, rebalancing when markets drift, and check-ins at life events because your plan should evolve as your life does.

Client Stories

Client Testimonials

Real outcomes for professionals and families who chose to plan with clarity.

"Prakhar's guidance gave me the clarity and confidence to invest in India while living abroad. Their expertise and transparency made managing my finances simple and stress-free."

Rohit Gupta

Rohit Gupta

Software Architect, USA

"Thanks to Prakhar, my portfolio is stronger and more resilient than ever. Their deep market knowledge and proactive approach helped me meet both my personal and professional goals."

Prashant Duggal

Prashant Duggal

HR

"Prakhar kept me calm during emotional market phases through guided, structured investing. His integrity and honesty stand out most. During an 18% correction, my portfolio remained resilient. Their work builds financial confidence and discipline, not just returns."

Lakshay Arora

Lakshay Arora

Banker

Get Started

Ready to bring clarity to your financial life?

Whether you're a professional with a growing portfolio, a family managing competing priorities, or an NRI seeking conflict-free advice from India we're built for exactly this.

Schedule Your Consultation

Note: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.