Sumit Sharma | Shri Financial Shopee

About

Certified Financial Planner, 20+ Years of experience in Mutual Fund Industry. Started as Small Savings Advisor, Worked as Lecturer of Management, Worked in No. 1 Mutual Fund Company of India for 10 years, my passion is to achieve financial freedom for my clients through financial awareness..

Practice at a glance

22

Years of Experience

410

Families Served

₹85

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals

Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

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

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

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

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