Sharma Finserve

8100118820 / 9830118820

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    • Home
    • Services
      • Financial Planning
      • Investment Planning
      • Free Demat Account
      • INSURANCE POLICY
    • Career
    • FPI Services
    • Expression of Interest

8100118820 / 9830118820

Sharma Finserve
  • Home
  • Services
    • Financial Planning
    • Investment Planning
    • Free Demat Account
    • INSURANCE POLICY
  • Career
  • FPI Services
  • Expression of Interest

Welcome

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!


We "THINK" for "YOU"


"BHARAT" has huge Potential

Don't Miss this Opportunity Friends

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About Us

Planning Futures

 

Welcome to Sharma Finserve!

Founded in 2012, Sharma Finserve is a trusted name in the financial services industry, dedicated to providing expert guidance and innovative solutions to meet your financial needs. Our trade name is registered and owned by Agwani Securities Consultant Private Limited, ensuring a strong foundation built on integrity and professionalism.

Under the leadership of our Director, Mr. Prakash Sharma, who has been in the financial sector since 1998, we have cultivated a reputation for excellence and reliability. With his rich experience, Mr. Sharma is committed to helping individuals and businesses navigate the complexities of finance with confidence.

At Sharma Finserve, we offer a comprehensive range of services, including:


  • Stock Broking: Expert advice and trading services to help you make informed investment decisions.
  • Mutual Funds: Access to a variety of mutual fund options tailored to your risk profile and investment goals.
  • Insurance: Customized insurance solutions to protect your assets and secure your future.
  • Home Loan : Assistance in procuring Home Loan at lowest interest rates and best service.
  • Financial Planning: Personalized financial strategies designed to help you achieve your long-term objectives.


Our dedicated team works closely with you to understand your goals and craft customized strategies that drive success.

Thank you for considering Sharma Finserve as your financial partner. We look forward to helping you achieve your financial aspirations!

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.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.


It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.


You should meet with us to review your plans every five years, or before any major life transition. 


You can fill your Expression of Interest here https://forms.gle/UBNJjuxPA3jPoHTX6


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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

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Sharma Finserve

18, Giri Babu Lane, Anupam Chambers, Kolkata, Pin Code 700012 , West Bengal, INDIA

Whatsapp 8100118820 / 9830118820 Call for Appointment : (033) 22362321 Email : sharmafinserve1@gmail.com (Business Name/Trade Name/Trade Mark - SHARMA FINSERVE is registered and owned by Agwani Securities Consultant Private Limited.)

Hours

Open today

10:30 am – 08:00 pm

Monday - Friday: 10.30am - 8pm

Saturday - Sunday: By appointment



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