About Us

Mr. Neeraj sharma is the Founder and Managing Director of  Wealth Management. having over 10 years of rich experience in financial industry. 

PROFESSIONAL EXPERIENCE:

Since 2015

Founder & Managing Director,  Wealth Management company.

Efficiently and successfully handled the financial portfolio of hundreds of High Net worth clients and in a short span of time has made Wealth Management company. become a preferred name to reckon when it comes to taking assistance from an expert to handle individual financial portfolio.

Skills:

• Wealth Creation & Management Advisor.
• Sound Knowledge of Mutual Fund, Life Insurance, General Insurance, Equity & Debt market.                                                             
• Expertise in Corporate and Individual Portfolio Management.

Significant Achievements :

Has received numerous awards year on year for outstanding and consistent business from various financial institutions.

Awards conferred upon by associate companies

• Reliance Mutual Fund - Gold Partner.2018
• L & T Mutual Fund - Top of the Loyalty Program.
• IDFC Mutual fund passport program 2018                                                             
• ICICI MF - Valuable Contributor Award.    
• Axis mutual fund 2017
• Tata Mutaul fund Certificate of Commitment 2017.           
•  

• QUALIFICATIONS:

• IRDA certification from Insurance Institute of India.

• Successfully cleared AMFI exam and became a member of Association of Mutual Funds of India.

• PGPM / MBA from FOSTIIMA Business School New Delhi

• Completed graduation in CommerceB (computer application) from G.S. College of commerce & Economic Jabalpur Madhya Pradesh

• DEEPAK VERMA  Managing Partner

• About
•   He is an Ex-banker with more than 13+ years of experience in leading Private Sector Banks. Equipped with the knowledge of the entire financial ecosystem having a detailed understanding of various financial and investment instruments.       
•  

• Experience

  Worked with leading private sector banks like Axis Bank, Kotak Mahindra Bank, RBL Bank as Investment and Wealth Manager. Have managed HNI relationships and their investment portfolio. Helping clients in building their wealth portfolio after proper Risk profiling for achieving the objectives. Assisting clients in tax planning with wise selection of the most appropriate and relevant investment product.

  Education

  PGDM (Finance & International Business) - IMM, Delhi

  Chartered Financial Analyst (CFA) - ICFAI

  SP Composite Certified - IRDA

  NISM Series V-A: Mutual Fund Distributor CPE Certified - AMFI

                                                                              

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.