Company Profile

Know About Us

  • Sonali Belhekar is a MDRT Financial Advisor for Insurance and Investments
  • She started her firm Wellworth Invest in 2012 with mission to help her clients achieve their financial goals with accurate retirement and goal based planning.
  • Has served more than 2500+ happy and satisfied clients
  • Specialize in NRIs and HNIs investments and Claim Settlements
  • Her expertise help her clients take financial decisions at right time, in right product and in right manner
  • Her key to Success is dedication, determination, strong domain knowledge and effective networking skills

Work Experience

Has overall 15+ years of work experience spanning across Financial Advisory, Training, HR and Accounts
  • Sonali and her team promptly resolves customer queries, complaints and constantly educate their clients pre and post sales.
  • Has excellent pro-active communication and interpersonal skills
  • Upholds a strong sense of confidentiality and integrity
  • Is highly organized, flexible and has an eye to detail
  • Develops customized investment strategy based on clients’ preference, risk profile , current economic climate and investments options to best serve clients' needs
  • Maintain regular client relations through in-person meetings and electronic communications


  • 3 Times MDRT in a row which a benchmark of excellence in financial industry for business performance
  • Have attended MDRT business conference of MDRT at Los Angeles, USA in June 2018
  • Chairperson at Saturday Global Trust for PCMC Chapter
  • Served as Vice President of BNI Mavericks Chapter


  • GEMS of Pune Pratham awarded by LIC
  • Bima Ratna awarded by LIC
  • SBI Gold ETF launch at SBI Aundh Branch at Sonali’s hands
  • Mahawinner of IPL Cricket Contest and interaction with Indian Cricket Team
Fun Facts

Facts For Choosing Us

Happy Clients
Team Members
We Provides Best Advice For You

About Me


  • Master of Commerce from Pune University
  • Human Resource Management Diploma (Symbiosis, Pune)
  • Diploma in Customs and Central Excise (National Institute of Export Management)


  • A Training Program for MDRT Agents of LIC of India (MDI Gurgaon)
  • Certificate in Computerised Financial Planning (Yashwant Rao Chavan Institute, Pune)
  • Basic and Advance Course from for Insurance Professionals (Indian Institute of Excellence, Mumbai)
  • Insurance Fundamental Course (Indian Institute of Excellence, Mumbai)
  • Income Tax Planning Program (SIMACES International Interdisciplinary Learning Centre)

Sonali Belhekar

CEO & Founder

LIC Certifications

  • Divisional Club Member
  • Shatakvir Advisor
  • Crorepati Advisor