Bhavesh Sharma

White Castle Financial Services•Jodhpur,RJ

Plot No. 615 B, 11th a road, Near Jain Temple, Sardarpura, Jodhpur,

Jodhpur, RJ, 342001

Plot No. 615 B, 11th a road, Near Jain Temple, Sardarpura, Jodhpur, Jodhpur, RJ, 342001

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About

Mr. Bhavesh Sharma is the Founder of White Castle Financial Services. Rich experience over 23 Years in Financial Service Industry. He is a MBA (Finance) from a reputed Institute and holds various other degrees related to Financial Planning & Wealth Management. He has worked with leading Asset Management Companies & Banks. He has been instrumental in setting up the businesses in the companies where he worked for. The objective to start his own business is to provide a very professional & transparent solutions to the financial problems of his clients. The Firm aims to be the most ethical, trusted, professional, system oriented & preferred financial planning institution.

Practice at a glance

Years of Experience

250

Families Served

₹130

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce, BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM X-B – Investment Adviser Level 2, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

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 Bhavesh Sharma.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check