Welcome
Invest with Confidence
Helping you plan a bright future!
We "THINK" for "YOU"
"BHARAT" has huge Potential
Don't Miss this Opportunity Friends
About Us
Planning Futures
We are "First Generation" in this business. After years of hardships and deep practical experience our founder Mr. Prakash Sharma , a Certified Financial Planner (2014) from Kolkata manages to develop this financial services business. Trust , Honesty and Commitment are the back bone of our organization. Being long associated with Stock Market he is also working as research analyst , consultant and trainer/mentor.
Sharma Finserve academy has trained many students and still mentor them from time to time. We do organise free webinar on weekends to spread our knowledge among learners. Life is too short to know everything in our field. Keep learning and reading more on this subject.
Our Journey started in the year 1998 in Kolkata. We presently provide the following services :
Stock Broking Services
(Free Demat account and Research Support)
Foreign Portfolio Investment in INDIA
(Come and Invest in INDIAN Equities for Long Term)
Investment Consultancy
Mutual Funds Advisory (SIP ,Tax Saving & Goal based investing)
Complete FINANCIAL PLANNING by (Certified Financial Planner)
Life Insurance & Health Insurance
Real Estate Assistance
Trainings related to Stock Markets & Mutual Funds
We work with Corporate to make their employees financially more aware and empowered.
To book meeting please drop a message on 8100118820 or mail us sharmafinserve1@gmail.com
Sharma Finserve have helped create programs and portfolios to meet long-term financial goals. Our clients list includes professionals , business owners , salaried , students & minors etc.
Have questions about investments, insurance , mutual funds , taxes, retirement, and/or estate planning , investing in stocks etc. ? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.