Parinita Sharma

Parinita Sharma

Parinita Sharma

Wealth Manager

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About Me

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🌟 Meet Your Trusted Wealth Manager – Parinita Sharma 🌟

Hello!

I’m Parinita Sharma, a Wealth Manager with 12+ years of experience in helping individuals and families build, grow, and secure their financial future through smart and practical financial planning.

I specialize in:

✅ Goal-based Investment Planning

✅ Mutual Funds | Insurance | Retirement Planning

✅ Tax-efficient Wealth Creation

✅ Child Education & Marriage Planning

✅ Risk Management & Emergency Planning.

Why Choose Me?

🔹 12 Years of Experience – I've successfully guided 1000+ families towards financial freedom.

🔹 Personalized Approach – No one-size-fits-all. I create plans tailored only for you.

🔹 Trusted Advisor, Not a Seller – I focus on what’s right for you, not just what sells.

🔹 One Point Contact – From investment to insurance, everything under one roof.

🔹 Client-first Philosophy – Your peace of mind and long-term growth are my top priorities.

Let’s take the first step towards stress-free wealth building.

📞 Connect today & experience the difference.

Company Details

🌟 My Vision as a Wealth Manager 🌟

"To empower every individual and family to achieve financial freedom with confidence and clarity — by providing honest advice, personalized planning, and lifelong support.
My goal is to make financial planning simple, meaningful, and accessible, so that wealth is not just created, but also protected, nurtured, and passed on with purpose.

Solution We Offer

💼 My Financial Planning Services 💼

🔹 Comprehensive Financial Planning
– Goal-based planning for every stage of life: education, marriage, home, retirement.

🔹 Mutual Fund Investment Advisory
– SIPs, lump sum, portfolio diversification & risk-based asset allocation.

🔹 Insurance Solutions
– Life Insurance, Health Insurance, Term Plans, Child Plans, Critical Illness & ULIPs.

🔹 Retirement Planning
– Pension plans, retirement corpus building & income generation strategies.

🔹 Tax Planning
– Smart investments to save taxes legally under Section 80C, 10(10D), 80D, etc.

🔹 Child Education & Marriage Planning
– Long-term financial strategies for your child’s future.

🔹 Emergency Fund Planning
– Ensuring liquidity & safety during life’s uncertainties.

🔹 Wealth Protection & Transfer
– Legacy planning, nomination reviews & estate planning guidance.

🔹 Portfolio Review & Rebalancing
– Regular checkups and strategy updates based on market changes and life goals.

Testimonials

🗣️ Devreen Bhakta, Government Employee – Delhi

I’ve been working with Parinita Sharma for the past few years for my financial planning. As a government employee, I needed someone trustworthy who understands long-term stability and safe investments. Parinita not only helped me build a solid portfolio through SIPs and insurance but also explained everything in a very simple way. Her honest advice and commitment to service truly stand out. I highly recommend her to anyone looking for genuine financial guidance.

Dr. Timir Majumdar, Physician – Kolkata

Being a medical professional, I hardly had the time to manage my finances. Parinita made financial planning completely stress-free for me. She explained complex investment and insurance concepts in simple terms and created a plan tailored to my needs and responsibilities. Her follow-ups are timely, and her advice is always in my best interest. I now feel financially organized and secure, thanks to her expert guidance.

🗣️ Sunand Mohta, Businessman – Kolkata

As a businessman, I always looked for someone who understands both risk and stability in financial planning. Parinita Sharma proved to be that person. She gave me practical advice, helped me diversify my investments, and secured my family with the right insurance solutions — all while keeping my business goals in mind. Her professionalism, honest suggestions, and proactive service have earned my full trust. I highly recommend her to every business owner who wants to plan smartly for the future.

🗣️ Anuradha Mishra, Teacher – Kolkata

As a teacher, I always believed in planning, but when it came to my finances, I was confused about where to start. Parinita guided me with patience and clarity. She helped me understand SIPs, insurance, and how to secure my future step-by-step. Her support feels more like a trusted friend than a financial advisor. I’m truly grateful for her honest and consistent service.

CS Nupur Mimani Mehta, Company Secretary – Kolkata

In my profession, I value clarity, compliance, and credibility — and that’s exactly what I found in Parinita Sharma’s financial guidance. Her understanding of both short-term needs and long-term wealth creation is truly commendable. She offers well-researched solutions, explains every option in simple terms, and always keeps client interest above everything. I trust her not just as a wealth manager, but as a long-term financial partner. Highly recommended for professionals who want smart, ethical, and effective planning.

CA Mayur, Chartered Accountant – Bangalore

As a Chartered Accountant, I’m particular about numbers, returns, and compliance. What impressed me about Parinita Sharma is her deep understanding of financial products, tax efficiency, and risk management. She doesn’t just sell products — she builds strategies. Her advice is data-backed, client-centric, and perfectly aligned with long-term wealth goals. I confidently recommend her to fellow professionals and clients in Bangalore who are looking for a trustworthy and knowledgeable financial advisor.

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