Sanjay Verma is a SEBI-registered investment advisor with 14 years of experience in financial planning, mutual funds and portfolio management. He has helped over 800 families achieve financial independence through disciplined investing.

Services

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Financial Planning

Goal-based financial plans covering retirement, children's education and home purchase.

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Mutual Fund Advisory

Research-driven mutual fund selection and portfolio rebalancing for long-term wealth creation.

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Tax Planning

Year-round tax-saving strategies using ELSS, NPS, insurance and HRA optimisation.

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Insurance Review

Life and health insurance needs analysis — right coverage at the right premium.

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Business Hours

  • Sunday: Closed
  • Monday: Closed
  • Tuesday: Closed
  • Wednesday: Closed
  • Thursday: Closed
  • Friday: Closed
  • Saturday: Closed

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