Ananya Sharma | MMO Financial Services Pvt Ltd

About

I am dedicated to empowering clients through personalized financial planning and strategic investment in various investment products . My focus is on crafting bespoke investment plans, managing portfolios, and educating clients on financial concepts to help them achieve their financial goals. I build long-term relationships based on trust, transparency, and mutual respect, ensuring optimal financial growth and stability for each client. I am passionate about continuous improvement and staying informed about industry trends to provide cutting-edge financial solutions.

Practice at a glance

3

Years of Experience

300

Families Served

₹150

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Formal Education

BBA – Bachelor of Business Administration

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

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Ananya Sharma.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check