- Consulting
- Home
- Consulting
Expert Advice. Smarter Decisions
“ When it comes to your money, land, or future—get the right guidance before taking the next step.”
At Sharma Finserve, we go beyond buying and selling. We consulting services are designed to empower you with expert insights, strategic planning, and clear guidance—whether you’re investing in real estate, securing loans, or planning long-term financial growth.
Our Consulting Services
CFP Guidance
Personal Finance (CFP Guidance)
"Get one-on-one advice from Certified Financial Planners (CFP) to align your income, savings, spending, and investments with your life goals."
- • Budgeting & cash flow management
- • Risk management & insurance planning
- • Financial goal setting and tracking
Retirement
Retirement Planning
"Plan your golden years with peace of mind. Whether you're 25 or 55, it's never too early—or too late—to start."
- • NPS, Pension Plans, Retirement Mutual Funds
- • Future corpus estimation
- • Tax-efficient withdrawal strategy
Insurance
Insurance Consultant
"Not sure how much insurance you need? We help you choose the right coverage at the best premium—without the jargon."
- • Life, Health, Term & ULIPs
- • Risk analysis & insurance audit
- • Claim support & annual review
Portfolio
Portfolio Review (NISM-Certified Research Analyst)
"Already investing? Let us audit your portfolio and optimize it for better returns and reduced risk."
- • Diversification analysis
- • Fund and stock performance review
- • Risk-reward optimization strategy
Why Choose Us
Decades of experience in real estate and financial services
Unbiased advice tailored to your needs—not commissions
Data-driven insights & market intelligence
One-on-one consultation with certified experts
Trusted by NRIs, HNIs, professionals & first-time investors
100% confidentiality and ethical advisory
Reports in simple language—no jargon or noise
Access to multiple top insurance companies
Who Can Apply For Consultancy Services
1
Salaried professionals
2
Business owners
3
NRIs looking to invest in India
4
Young earners wanting a head start
5
Anyone who wants to grow and protect their wealth
6
Retirees and senior citizens
Frequently Asked Questions
Unlike agents tied to one company, we offer plans from multiple insurers and suggest what’s best for your situation, not what earns a commission. Our advice is completely transparent and personalized.
We offer a free first consultation to understand your needs. Based on your goals, we may suggest customized advisory packages—always with full transparency.
Yes, we help verify property documents, RERA registrations, and legal aspects before you invest, to ensure your purchase is safe and compliant.
Not at all. We make everything simple and visual, so you understand where your money is going—and how it can grow.
Yes. Your personal and financial data is 100% confidential and used only for your planning purposes.
Yes, we offer retirement planning for NRIs who want to build wealth in India or retire here. We also help with repatriation and taxation
We provide human expertise, not automated suggestions. Your portfolio is reviewed manually by a certified analyst based on your specific goals, age, and financial situation.
