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Investment Services at Sharma Finserve
At Sharma Finserve, we believe in smart investing. Smart investing is the foundation for long-term financial freedom. If you’re just starting or managing a growing portfolio, our SEBI-registered advisors will guide you with custom strategies tailored to your life goals, risk-bearing, and timeline.
We offer diversified investment solutions including mutual funds, SIPs, ULIPs, bonds, equity, insurance-linked investments, and real estate opportunities. Every plan we design is unbiased, transparent, and aligned with your financial vision—not driven by commissions.
From wealth creation and tax savings to retirement planning and passive income—Sharma Finserve is your trusted partner in every step of your investment journey.
Our Investment Offerings
Stocks (Free Demat Account)
Open a free Demat account and start trading with confidence.
- Zero-cost account setup
- Fast KYC and onboarding
- Access to live market insights
Digital Gold & Silver
Buy and store gold or silver digitally, safely, and easily.
- 100% purity guaranteed
- Small-ticket, daily investments possible
National Pension Scheme (NPS)
Secure your retirement with a government-backed pension option.
- Market-linked returns + tax benefits
- Flexible contribution
Tax Saving Mutual Funds (ELSS)
Save up to ₹1.5 lakh in taxes under Section 80C with ELSS.
- 3-year lock-in with equity growth
- Dual benefit: Tax savings + wealth creation
Regular Income Plans
Invest for consistent monthly or quarterly payouts.
- Ideal for retirees or low-risk investors
- Invest in hybrid funds or dividend-paying assets
Systematic Investment Plan (SIP)
Build wealth the disciplined way with automated monthly investments.
- Great for goal-based planning
- Start with any amount
Debt Mutual Funds
Lower-risk options for conservative or short-term investors.
- Better than savings accounts & FDs
- Liquidity + capital protection
Equity Mutual Funds
Unlock high-growth potential with professionally managed equity funds.
- Custom fund selection based on your profile
- Suitable for long-term wealth creation
Index Funds
Simple, set-and-forget investment strategy mirroring top indices.
- Low management fees
- Great for wealth building over time
Exchange Traded Funds (ETF)
Smart, low-cost investing in diversified sectors and indices.
- Ideal for passive and long-term investors
- Real-time trading like stocks
Why Invest with Sharma Finserve?
Who Can Apply For Consultancy Services
Talk to an Expert
Tell us about your financial goals, risk comfort, and timeline. Our certified advisors will guide you with the right strategy.
Choose Your Plan
Pick from a range of options—Mutual Funds, SIPs, NPS, Digital Gold, Real Estate, or Stocks—tailored to your needs.
Invest & Track
Start with as low as ₹500. Enjoy paperless onboarding, real-time tracking, and continuous expert support.
Who Can Invest With Sharma Finserve?
1
Salaried Professional
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
Basic Requirements To Start Investing
Frequently Asked Questions
You need to complete KYC, which includes submitting valid PAN details , Aadhaar Card , and address proof.
You can track your portfolio in real-time through the Sharma Finserve app or website dashboard.
Yes, standard brokerage fees apply, which Sharma Finserve keeps competitive and transparent.
Equity funds suit long-term growth, debt funds offer stability, and hybrid funds balance risk and returns.
Yes, Sharma Finserve allows easy switching between funds to rebalance your portfolio.
