Asheesh Sharma CFP, AIII

I am Asheesh Sharma, Director of Azalea The Financial Potter Pvt. Ltd. and a Certified Financial Planner (CFP) since 2017. With 20+ years of experience in financial services, I help individuals, families, doctors, corporates, and small businesses build goal-based financial plans. I have served 500+ clients with personalized, transparent, and disciplined financial guidance. My qualifications include Licentiate (2015), Associate (2016), and a Specialized Diploma in Health Insurance (2016) from the Insurance Institute of India. At Azalea The Financial Potter , I focus on long-term planning, risk management, and client-first solutions aligned with regulatory guidelines.