Certified Financial Planner (CFP) & FS, CS, MDI, PG
Parinita Sharma is a SEBI Registered Investment Advisor, a Certified Financial Planner & a Qualified Personal Finance Professional.
She is a member of Team Advey. Team Advey is associated member of LIC of India with 100 Professional partners. From last 30 year we are assisting 50,000 families to fulfil their Financial Dream in guaranteed way.
At present we are managing the Risk cover of more than Rs.6000 Crore. We are providing need base Solution through financial planning.
Our organization is made up of young, expert, and dynamic team members, who are ready to provide efficient services.Digital card
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.
We Cater to:
- 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
- New LIC Policy
- Name / Nominee Change
- Address Change
- Death Claim
- Policy Revival
- Loan on LIC Policy
- Policy Surrender
Employer Employee Scheme
Group Term & Health Insurance
Pension Planning For Directors & Employees
Tax Free Pension Planning
Early Age Pension Planning
Child Education Planning
Child Career Startup Planning
Daughter Marriage Planning
Family Health Protection
All Services related to LIC
Life Time Income Funds
Secondary Market Instrument
Debenture & Gold Bond
Updation & Change of kyc details in any AMC
What they are saying about us
CS Ambika Sharma
She is a Corporate Professional and i wanna really acknowledge Parinita for helping me in planning my Financial portfolio and the way she gives clarity on Personal financial planning of an individual is extremely result oriented and i have personally experienced this. Thank you Parinita for everything!
The service and investment advice provide by Parinita Sharma is extraordinary. I like their confident and customer friendly attitude with a door step service approach.
She is a very Trustworthy, Knowledgeable & Professional. She is not only a Certified Financial Planner but also she is a very helpful, Honest about Personal Finance..
Hours Of Support
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
16, Hare Street, Kolkata-700001