Sandeep Sharma | NextGen Professional Services

About

I began my career as a tech consultant in the telecom and IT sectors, gaining strong experience in sales and client management. Working closely with people helped me understand their challenges, aspirations, and the importance of practical, goal-oriented solutions. Over time, my interest in personal finance grew into a true passion for helping individuals make informed financial decisions.

Practice at a glance

25

Years of Experience

119

Families Served

₹12.5

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹1,00,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, HNI Families, Doctors, Salaried Executives

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN - 281538

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

PMS

SIF

Complimentary Services

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

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