Vikas Sharma | Goalchi Capital Solutions Llp

About

"Hey everyone, I am a first-generation purpose-driven entrepreneur with over 19 years of experience in the financial services, personal finance and advisory space. I am a Certified Financial Planner, MBA – Finance, and a PG in Financial Planning

Practice at a glance

19

Years of Experience

450

Families Served

₹350

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

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

Retirement Readiness Check