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Amit Pradeep  Sharma  | Sharma Consultants  | ThaneAmit Pradeep  Sharma  | Sharma Consultants  | Thane

Amit Pradeep Sharma

Sharma Consultants •Thane
Office no.1 , Thakur House , Uthalsar Naka , Behind Gajanan Snacks.,
Thane, 400601
Office no.1 , Thakur House , Uthalsar Naka , Behind Gajanan Snacks., Thane, 400601
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About

I am a passionate investor, networker, speaker, Tabla player, father, and the youngest recipient of the Court of the Table Award (MDRT Global USA) in Thane District (2022). I lead Sharma Consultants, a leading financial planning advisory firm in Thane, Maharashtra, India. With a background in software development at Infosys and sales management at QAPSL, I transitioned to become a Qualified Personal Finance Professional (QPFP) Inspired by my mother's investing success, I achieved financial freedom before 35. Since 2018, I’ve been Praticising Financial Planning , advising 3500+ HNIs, UHNIs, doctors, C-suite professionals, and government officers in India and abroad. Our goal at Sharma Consultants is to empower 100,000 millennials to achieve financial freedom by 45. If you're a business owner or corporate employee, let's connect and craft your personalized financial plan. Reach me at +91-9821810076.

Practice at a glance

7
Years of Experience
1000
Families Served
₹45
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Amit .

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint