Smart Finserve is the brain child of its Proprietor, Mr.Sashin Dinesh Haria. Being into the activity of Portfolio Management of Clients since 2012, a passionate learner, Mr. Sashin got the CERTIFIED FINANCIAL PLANNERCM Certification in the year 2013. His passion to work in the finance industry and the immense satisfaction that he derives by practicing such a noble profession drives him to excel at his work. Apart from CFPCM, Mr.Sashin holds Diploma in Marketing Management.
Constant Research in the various asset classes and relating such research to individual clients perspectives is what he tries to derive at, persistently. Also, the satisfaction of helping people achieve their financial goals in life, works as the driving force for him.
Given today’s dynamic financial complexities, managing one’s own Personal Finance requires expert knowledge and continuous guidance from a professional financial expert and Sashin tries to update himself regularly to stay in the shoe of an expert.
Practice at a glance
10
Years of Experience
142
Families Served
₹96
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Organize Financials
Buy a Home
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Sashin Haria.