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
Financial Planning
Goal-based financial plans covering retirement, children's education and home purchase.
Mutual Fund Advisory
Research-driven mutual fund selection and portfolio rebalancing for long-term wealth creation.
Tax Planning
Year-round tax-saving strategies using ELSS, NPS, insurance and HRA optimisation.
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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