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Satish Soman is a veteran technology entrepreneur and executive leader with decades of experience building, scaling, and leading high-impact technology companies. He holds a Bachelor’s degree in Electrical Engineering from the Indian Institute of Technology (I.I.T.), Bombay, one of the world’s most prestigious Engineering institutions and a Master’s degree in Computer Engineering from Syracuse University
He is an accomplished innovator with 16 awarded patents spanning advanced technologies and systems design. Satish has co-founded multiple successful start-ups, including a venture achieving a billion-dollar ($1B) exit. He has demonstrated the ability to translate innovation into large-scale commercial success.
Throughout his career, he has held executive management and C-suite leadership positions across both public and private high-tech companies, He has driven strategy, product innovation, operational excellence, and sustainable growth. His leadership combines deep technical expertise with a strong business vision, enabling organizations to build robust, future-ready solutions.
Satish Soman developed Simultaneous Portfolio Overlay Strategies because he found that most existing market products only focused on a single financial goal while compromising on others. His goal was to create a solution that could simultaneously address all his core portfolio requirements, including:
Growth
Income
Safety
Consistency
Tax Efficiency
Liquidity
Soman Advisors offers these Overlay Strategies, providing balanced investment solutions.

How We Help
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"Soman Advisory provided me with valuable tax advice that saved me money. Their team is knowledgeable and dedicated to client satisfaction."
Disclaimer and important information
The strategies listed are for Illustration and Education purposes only
There is no explicit or implicit guarantee of future performance of these strategies
All investments involve risk of loss of Principal
These strategies rely on Options instruments which are derivative products and have their own risks
Contact Soman Advisors for further discussion of these strategies
Soman Advisors, LLC is a California-registered investment adviser. Information is for educational purposes only and does not constitute investment advice.
All investments involve risk, including loss of principal. Options and derivatives strategies involve additional risks and may not be suitable for all investors.
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