About

An independent financial practice in Nagpur and Mumbai.

Suresh Kumar Sharma has been an AMFI-registered mutual fund distributor since 15 November 2017. He works independently with individuals and families to help them plan for and reach their financial goals, with particular depth in the National Pension System, retirement planning, tax-efficient investing, and insurance — term cover to protect a family, and health cover. He starts by understanding each investor's goals and tolerance for risk through proper risk profiling, and only then suggests a plan aligned with those goals. Every plan is followed up once a year, to review how the investments are progressing and keep the plan in step with the investor's changing goals and needs.

The practice covers five areas — goal planning, wealth management, retirement planning, the National Pension System and insurance — for approximately 100 investors. Life insurance is provided through SBI Life Insurance Co. Ltd., health insurance through HDFC ERGO General Insurance Co. Ltd. and ManipalCigna Health Insurance Co. Ltd., and NPS through HDFC Pension. Insurance is operated under a separate registration from the mutual fund distribution business.