sharwan kumar - Mutual Fund Advisor in Kalyanpur, Kanpur Nagar

sharwan kumar - Mutual Fund Distributors

Member since Jul 24, 2025

9069425002

sharwan02@yahoo.com

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About Me

I am a certified Mutual Fund Distributor dedicated to helping individuals and families achieve their financial goals through smart and systematic investment planning. With a client-first approach, I offer guidance on suitable mutual fund schemes based on each investor’s risk profile, investment horizon, and financial objectives. My aim is to simplify investing, promote disciplined savings through SIPs, and support long-term wealth creation. Whether you're planning for retirement, children's education, or building assets, I’m here to guide you at every step of your investment journey.

About Work Experience

I am a certified Mutual Fund Distributor with [ 17 ] years of experience in the financial services industry. Over the years, I have helped numerous clients plan and manage their investments with confidence and clarity. My services include personalized portfolio recommendations, SIP planning, goal-based investing, and regular portfolio reviews. I believe in building long-term relationships based on trust, transparency, and consistent performance. With in-depth knowledge of mutual fund products and market trends, I aim to simplify investing for individuals, families, and small businesses—helping them achieve their financial goals effectively.

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