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Dutt Sharma | Dutt Diwakar Sharma | MumbaiDutt Sharma | Dutt Diwakar Sharma | Mumbai

Dutt Sharma

Dutt Diwakar Sharma•Mumbai
9/3 Talmakiwadi, Javji Dadaji Marg,,
Mumbai, 400007
9/3 Talmakiwadi, Javji Dadaji Marg,, Mumbai, 400007
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About

I am a Retired Electronic Engineer, having worked at TIFR and Motorola, had a Business providing Services for all Electronic Equipments, post retirement, I took to Financial Planning for myself and my friends. Having pursued Industry Certifications from AAFM as well as NISM for compliance as well as Knowledge, like to be UP TO DATE in my industry. My biggest achievement is not AUM but SMILES on the faces of all my clients .. they have trusted me with their hard-earned money, giving me this opportunity to cater to their needs. I enjoy helping my clients achieve their dreams and fulfill their aspirations.

Practice at a glance

20
Years of Experience
100
Families Served
₹70
Crores Managed

Practice Details

Min Monthly Investment:₹25,000
Min Lumpsum Investment:₹2,00,000
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Gujarati, Kannada, English

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-38131

IRDAI Licensed Insurance Agent (General)

702-2270629

IRDAI Licensed Insurance Agent (Life)

702-2270629

APMI Registered PMS Distributor

APRN-00212

SIF Distributor (AMFI)

ARN-38131

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 38 – Life Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification

Can help you to

Invest for Goals
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
SIF
Gift City

Complimentary Services

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

Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Financial Wellbeing Workshop