We Help You Achieve Financial Freedom by making disciplined investments.
3500+ Financially secured clients and counting…
Welcome To Sharma Consultants
We are a leading financial services company based out of Thane, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world. Sharma Consultants offers a diverse range of insurance, wealth, and asset management solutions to help every Indian in their journey towards creating a financially healthier life.
As our commitment to being your financial planner, we provide:
- Financial Planning and Guidance
- Tax Planning
- Life Insurance products for every life stage
- Investment products for individuals, families, and companies
- Health-Focused products
Happy & Wealthier Clients & Counting Everyday
Passive Income
Generated
Countries (Our clients Global Presence)
Financial Literacy & Money Management Workshops Conducted Offline & Online
Committed To Customer Service
We Create Wealthier and Brighter Future
Amit Sharma is the Founder and CEO of Sharma Consultants dealing In Investments, Insurance and Finance. He started of as an Independent Insurance Consultant in the year 2018 and is has grown the company exponentially by qualifying as Youngest IFA (Independent Financial Advisor ) in Thane District who has Qualified as a COT-USA Club Member 2022 & MDRT-USA Club Member since 2019.
Being a people’s person, Amit loves understanding his client’s behaviour, thought process and life deeply to craft their finances with great accuracy. He also coaches young individuals to live an EMI Free Life & Have a Passive Income while they are young to enjoy the cash flow early
Amit Sharma
Founder, CEO
Our Services
What we Do
Consultations and Workshops for a financially fit future
1-1 Personalized Consultations
We apply scientific financial methods to see the current & future valuations of the corpus needed as per your financial goals & then design a unique way to achieve those goals with precision.
Online Consultations
Online Consultations are a great way to evaluate your existing portfolio wrt to your finances & make reports for the same, just a Zoom call away now
Portfolio Management
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Expert Workshops
Financial Planning workshop & webinars are the most effective ways for Employees , Businessmen & Corporate Houses to actually learn to plan their Finances with scientific methods rather than just learning from others & in today’s era of digital services.
Happy Stories Creating Wealthier Beings for Healthy Lifestyle !
Address
Office No.1 , Ground Floor , Thakur House Chs Uthalsar Naka , Next to Shivkrupa Snacks &, behind Gajanan Snacks, Thane, Maharashtra 400601
Phone
098218 10076
amitpsharma88@gmail.com
Book Your Appointment
New to Investments
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