— About
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 a life insurer and financial planner, we provide:
- Financial planning and guidance
- Life insurance products for every life stage
- Investment products for individuals, families, and companies
- Health-focused products
- Exceptional client-servicing
About Amit,
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
Focussed
Empathetic
Passionate
Team Player
I am available for
— 01
One-on-One Counseling
Rs. 2500 - 15000 Depends on portfolio
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.
Having a one-to-one consultation is an opportunity for me for an in-depth discussion in relation to your current Expenses, Budgeting, Emergency Funds, Existing Investments, Entertainment Budget, Loan Liability, Financial Future Goals.
— 02
Online Consultations
Rs. 2500 - 15000 Depends on portfolio
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
These reports are indicative that whether the corpus you need for your financial targets are achievable if not we reshuffle the assets. While your busy schedules dont permit you time to visit our office we have a provision to consult and advice you online in the present digital age
— 03
Workshops & Webinars
Rs. 5000 per 60 min workshop
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 i.e. The DIY Method as it will never have a guide who can review & monitor whether your decisions are correct or not.
Our Success is solely due to our customers who have placed trust in us.
- Youngest IFA (Independent Financial Advisor ) in Thane District who has Qualified as a COT-USA Club Member 2022 & MDRT-USA Club Member since 2019.
- Ranked amongst Top 100 Health Advisors in entire Mumbai with Star Health & Allied Insurance Company Ltd & 100% Claim Settlement Ratio till date since Inception.
- Zonal Manger Club Member with Star Health Insurance
- Member for LIAA (LIFE INSURANCE ASSOCIATION OF AGENTS)
- Attended Management Development Program (MDP) @ MDI Gurgaon as the Youngest MDRT qualifier in Feb 2020
- Participated & Attended Various National Level Workshops in India for Financial Planning Skill Enhancement.
Glimpse of my Journey
Received my Champions Trophy for Best Advisor’s Performance in Thane Zone in July 2018
Current ACP Mr. Ramrao Somvanshi Of Thane Police Being Signed up for his Investments & Health Insurance of his Entire Family.
Current ACP Mr. Ramrao Somvanshi Of Thane Police Being Signed up for his Investments & Health Insurance of his Entire Family.
