About Me
Vikas Sharma is the Co-Founder & CEO of ‘Goalchi Capital Solutions LLP’, & The Logical Advisor. Vikas specialises in Financial Planning, Life Planning & Wealth Management and has deep understanding of both Equity & Debt Markets. He is an MBA - Finance and also qualified CFP (Certified Financial Planner). His post-graduation in financial Planning adds on to his Investment skills. Over the course of his career, Vikas has served as a committed advocate of ethical principles in the financial industry.
About Work Experience
He has worked with leading Asset Management Company and has mentored 1500+ IFAs and Relationship Managers across different cities in India. He has helped more than 10000+ Investors across India to get educated in the field of Personal Finance through his Financial Wellness programs. His training programs have been re-moulding financial advisors & Investor behaviour and have led IFAs & Investors to prosper and lead a better life.
Vikas has been aggressively coaching and transforming financial advisors across various parts of India. His consultative approach has helped advisors and put them on a path to success.
Vikas also shares his views on financial planning and other personal finance-related subjects in various newspapers/ magazines.
Experience & Qualification
Qualification
CFP & MBA- FINANCE
Experience as an Advisor
15 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Will Writing Services
Fixed Deposits