VIKAS SHARMA - Mutual Fund Advisor in Dwarka Sector 12, Delhi

VIKAS SHARMA - Mutual Fund Distributors

Member since Jul 30, 2020

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

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
VIKAS

116, MAHABHADRAKALI CGHS LTD., PLOT NO.6, SECTOR-1,
Dwarka Sector 12,
Delhi,
Delhi, 110075

LICENSE

  Mutual Fund - ARN No. 114121 - Validity - 01-01-2050

  Certified Financial Planner (CFP) - FPSBI No. 16796 - Validity - 31-12-2050

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