About Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focus on Customer Satisfaction:
We equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills:
We have over 9 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and that's the reason we are in this business. Nothing excites us more then helping our clients achieve their financial goals and dreams in life with our support.

Technology :
We use the technology to offer you with best services featuring :

1. Online access to your investment details.

2. Resourceful reports that help you evaluate the health of your portfolio.

3. Mobile app integrated report, For the client always on move.

We as a Partner firm incorporated in the year 2016 and at present having 250 satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are AMFI (Association of Mutual Fund of India)certified, Mutual Fund and Insurance consultants recognized by the NSE (National Stock Exchange). We offer comprehensive financial advisory services, we use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Sales Team:

	Mr. Ram Krishana Sharma
	Mr. Ram Krishna Sharma is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for investment advisory and portfolio management.


	Mr. Tej Kumar Sharma
	Mr. Tej Kumar Sharma is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for investment advisory and portfolio management.

Management:

	Mr. Girdhari Sharma
	Mr. Girdhari Sharma is the Chief Advisor for Sanvi Financial Solution. One of the oldest in the team, he has over 9 years of rich experience in the financial services industry. An MBA by education, he is known for his deep understanding of the distribution practices and its challenges.