Leadership
Meet the Founder
Prakhar Soni
A visionary leader with over 15 years of experience in investment management, Prakhar founded PI DELTA with the mission to provide sophisticated wealth management solutions to clients. His expertise in quantitative analysis and deep understanding of global markets has helped numerous clients achieve their financial aspirations.
Credentials
Qualifications & Expertise
A strong foundation of education, certifications, and real-world experience in financial markets
CFA® Charterholder
Awarded by the CFA Institute (USA), the CFA charter is the gold standard in investment analysis and portfolio management. Fewer than 20% of candidates who begin the program earn the charter. Verifiable at cfainstitute.org.
FRM (Financial Risk Manager)
Awarded by GARP (Global Association of Risk Professionals). The FRM designation covers market risk, credit risk, operational risk, and risk management in investment management. Verifiable at garp.org.
CIPM (Certificate in Investment Performance Measurement)
Awarded by the CFA Institute. The CIPM program focuses on investment performance evaluation, attribution analysis, and the GIPS standards. Verifiable at cfainstitute.org.
NISM Certified
Certified under NISM Series X-A and X-B (Investment Adviser) as required by SEBI for all registered investment advisers in India. SEBI Registration: INA000020721.
Our Approach
Investment Philosophy
The core principles that guide our investment approach and client relationships
Client-First Approach
Every investment decision is made with the client's best interests at heart, ensuring clear alignment with their goals.
Research-Driven Investing
Decisions are based on thorough research, quantitative analysis, and deep understanding of market dynamics.
Long-term Wealth Creation
Focus on sustainable wealth creation rather than short-term gains, building portfolios that withstand market volatility.
Transparency & Integrity
Maintaining the highest standards of transparency in all dealings, with clear communication and honest advice.
"My journey in finance has taught me that successful investing is not about timing the market, but about time in the market with the right asset allocation strategy. At PI DELTA, we build long-term relationships rooted in honesty, work through the complexity of real financial lives, and measure success by whether our clients are genuinely better off."
Prakhar Soni
Founder & Chief Investment Officer, PI DELTA
Looking Ahead
Vision for the Future
As we look ahead, our vision extends beyond traditional wealth management. We aim to leverage technology and innovation to make rigorous, evidence-based financial planning accessible to professionals and families who need it most, while maintaining our commitment to personalised service.
Our goal is to establish PI DELTA as the most trusted name in independent financial planning for Indian professionals and families, wherever they are, setting new standards for transparency, performance, and client satisfaction.
Join Our JourneyGet Started
Ready to work with an adviser who puts your interests first?
Schedule a conversation with Prakhar and see if PI DELTA is the right fit for where you are.