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Sohail Saleem Sharief | H S Finserv | BengaluruSohail Saleem Sharief | H S Finserv | Bengaluru

Sohail Saleem Sharief

H S Finserv•Bengaluru,KA
1114, 5th A Cross Triveni Main Road Yeshwanthpur,
Bengaluru, KA, 560022
1114, 5th A Cross Triveni Main Road Yeshwanthpur, Bengaluru, KA, 560022
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About

Sohail is a seasoned financial services professional with over a decade of experience in the industry. As a Qualified Personal Financial Professional (Certified by Network FP) and Certified Financial Planner (Certified by FPSB), he leverages his extensive expertise to help clients navigate the complexities of financial planning and investment. H S Finserv, founded with the mission to simplify financial decision-making for clients, is a distinguished financial service provider with significant expertise in the Indian capital markets. We strongly believe in continuously empowering clients to make well-informed investment decisions. At H S Finserv, we are committed to providing personalized financial services tailored to each client's unique needs. Our approach ensures that clients have a clear understanding of their investments and make steady progress towards achieving their financial goals.

Practice at a glance

12
Years of Experience
100
Families Served
₹15
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

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Plan Retirement
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 Sohail Saleem Sharief.

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