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Manish Sharma | ProsperYatiS | UdaipurManish Sharma | ProsperYatiS | Udaipur

Manish Sharma

ProsperYatiS•Udaipur,RJ
15 C, Banking Street, Madhuban,
Udaipur, RJ, 313001
15 C, Banking Street, Madhuban, Udaipur, RJ, 313001
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About

Two decades in markets, now focused on quiet, disciplined wealth management for discerning clients ProsperYatiS - Estd June 2024

Practice at a glance

20
Years of Experience
21
Families Served
₹30
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:NRI / OCI, Senior Citizens / Retirees, HNI Families, Doctors
Language Spoken:Hindi, Marwadi, English

Qualification Completed

NISM PG Programs

PGDM (Finance / Investments)

NISM PG Programs

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-47400

APMI Registered PMS Distributor

APRN01662

Education

Formal Education

Post Graduate Degree (Any Field), BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Plan Retirement
Financial Freedom

Can help you buy / invest in

Fixed Deposits & Bonds
Mutual Funds
NPS & Govt Schemes
PMS

Complimentary Services

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

Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint
Financial Wellbeing Workshop