About Us
With over 20 years of experience in financial services, I began my journey with ICICI Securities
Wealth Management as a Branch Manager, where I developed a strong foundation in wealth
management. I then contributed my expertise at Kotak Bank in the wealth division, followed by a
role at Tata Capital, further enhancing my understanding of financial solutions.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
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
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
"I have been working with NAVEEN SHARMA for my financial planning and investment needs last 15 years, and I couldn't be more satisfied. Their deep knowledge, strategic insights, and personalized approach have helped me make informed financial decisions with confidence. With a keen understanding of market trends and a commitment to long-term wealth creation.
SHIV KUMAR SUNDAREASAN
VICE PRESIDENT (JINDAL STEEL)
Thanks to their guidance, I have been able to make informed investment choices, manage risks effectively, and achieve consistent financial growth. I highly recommend their services to anyone looking for a trusted and reliable financial advisor."
LALIT VERMA
RT. IAS OFFICER LUCKNOW
"I have had the privilege of working with Naveen Sharma for my financial planning and investment needs, and I must say their expertise and professionalism are truly commendable. With a deep understanding of financial markets and a personalized approach, they have guided me through crucial investment decisions, ensuring my portfolio is well-structured for long-term growth.
M.S.CHADHA –
CHAIRMEN & M.D OF RITCO GROUP