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Suresh Sharma

Suresh Sharma

Certified Financial Planner

Expert: Financial Planning for Max Returns

Krishnakant Sharma

Krishnakant Sharma

Certified Financial Planner

Expert: Financial Planning for Max Returns

Get the Best Returns on Investment

Suresh Sharma

 

Introduction

Suresh Sharma has experience of over 12 years with a broad base of clients. He is a CFA, Certified Financial Planner from FPSB, accredited by AMFI (Mandatory in order to legally recommend Mutual Funds) and IRDA . His list of clients includes CXOs, Directors, IAS & IFS. He runs a full-service consultancy firm SSFP and uses less and often used financial instruments from all exchanges to maximise returns. Suresh Sharma advises not just where to invest but also when to liquidate to time the market right. He has worked closely with fund managers during his stint with ICICI Prudential Mutual Fund and Aditya Birla Sun Life Mutual Fund learning insights that he uses now to serve clients

Suresh Sharma

Entrepreneurship

Started his financial advisory firm Suresh Sharma Planners half a decade back assisting low to hight income group investors and corporates 

Education

  • Post Graduate Diploma in Finance from Welingkar Institute of Management Development and Research, Mumbai

  • Certified Financial Planner by FPSB India

Corporate Associations

  • Aditya Birla Sunlife Mutual Funds

  • ICICI Prudential Mutual Funds

Consultation & Fee

Fee: Free for a 30mins call on Zoom App

Set up a call with to understand why it is important to use the services of a financial advisor and also on ways to maximise returns on investment

Get the Best Returns on Investment

Krishna K Sharma

 

Introduction

Krishna K Sharma is a Certified Financial Planner, CM from the Financial Planning Board of India and accredited by IRDA and AMFI. He has over 15 years of experience consulting clients with small to large portfolios. His strength lies in optimising the client's investments through diversification. He runs a finance and investment consultancy by the name Finsight Financial Planners with a staff strength of over 17 employees. Before starting the venture he consulted HNIs at HDFC Bank, Kotak Mahindra Bank, Aditya Birla Sunlife Mutual Fund, and ICICI Prudential Life Insurance. 

Krishnakant Sharma

Entrepreneurship

Started his financial advisory firm Finsight Financial Planners almost 7 years back assisting low to high-income group investors and corporates. He has strong base of clients in Gurgaon, Delhi, Jaipur and Ajmer

Corporate Association

  • HDFC Bank Ltd HNI Banking Services

  • Aditya Birla Sunlife Mutual Funds

  • Kotal Mahinda Bank

  • ICICI Prudential Life Insurance

Core Competency

  • Develop sound plans and budgets for clients

  • Tweak plans as per market changes and client needs

  • Spread risk across multiple instruments. Use commonly used options and the less used ones

  • PMS, Bond, Liquid, Gold (ETF) & FMP

  • At HDFC Bank, managed a portfolio of 32.5 crores in which have demonstrated operational & sales excellence to

  • Grew the portfolio by 35% in 9 months from 24 crores to 32.5 crores

Consultation & Fee

Fee: Free for a 30mins call on Zoom App

Set up a call with to understand why it is important to use the services of a financial advisor and also on ways to maximise returns on investment