About Us
Parinita Sharma
Wealth Manager
Thank you for visiting our website.
🌟 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.
Digital cardServices
We are authorized Personal Financial Planner and Wealth manager.
We Provides Customized Investment and Insurance services to the peoples for achieving their long term goals, medium term goals and short term goals.
We connected many families to secured their life in various term like Retirement Planning, Child’s Education / Marriage Planning, Protection of life from uncertain Events etc.
Our Services:
- Wealth & Portfolio Management
- Insurance Consultancy Services
- Health Insurance
- Financial Need Base Planning
- Child Education Planning
- Retirement & Pension Planning
- Corporate Tax Planning
- Income Replacement Planning
- Loan & Liability Planning
Other Services:
- New LIC Policy
- Name / Nominee Change
- Address Change
- Death Claim
- Policy Revival
- Loan on LIC Policy
- Policy Surrender
Business Insurance
Business Countinuation
Partnership Insurance
Employer Employee Scheme
Group Term & Health Insurance
Non-Attachable Trust
Pension Planning For Directors ∓ Employees
Mutual Funds
Secondary Market Instrument
Debenture & Gold Bond
Updation & Change of kyc details in any AMC
Call To Action
If You have any query, please connect with our team. We are here to help you.
Email: support@parinitasharma.com
Testimonials
What they are saying about us
Devreen Bhakta
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
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
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.
Plans
Happy Clients
Service Provided
Hours Of Support
Professional Staff
Contact
Do You Have Any Question About Your Financial Planning? or Investment or Mutual Fund. Feel Free to Contact Our Support Team. We are Happy to Help You
Location:
16, Hare Street, Kolkata-700001
Email:
support@parinitasharma.com
hello@parinitasharma.com
Call:
+91-7003729563
Whatsapp:
+91-7003729563
