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Rohit VermaOnlineSEBI Registered

Priya Sharma

4.8(124 reviews)
Top Rated

SEBI Registered Investment Advisor

Mutual FundsSIPsTax PlanningRetirement
8+ years experience
Hindi, English
₹1,200/session

Helping individuals build long-term wealth with simple and effective strategies. Focused on your goals, not just products.

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SEBI Registration No.

INA000012345

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Languages

Hindi, English

Location

Bhopal, MP

Response Time

Usually responds in 2–5 mins

About Priya Sharma

I am a SEBI-registered investment advisor with 8+ years of experience in wealth management and financial planning. I specialize in mutual funds, SIPs, tax planning and retirement strategies. My goal is to help you make informed financial decisions and achieve long-term security.

Professional Qualifications

NISM Certified

Equity, Mutual Funds

SEBI Registered

Investment Advisor

Certified Financial

Planner (CFP)

B.Com

(Accounting & Finance)

Consultation Topics

Expert advice across key areas of your financial journey.

Reviews (124)

Rohit Verma

Rohit Verma

2 weeks ago

"Very professional and explained things in simple words. Highly recommended!"

Neha Kapoor

Neha Kapoor

1 month ago

"Excellent guidance on mutual funds. Helped me plan for my retirement."

Amit Joshi

Amit Joshi

2 months ago

"Great experience. Quick response and valuable insights."

Rating Breakdown

4.8
(124 ratings)
Communication
4.9
Knowledge
4.8
Professionalism
4.7
Value for Money
4.9
Overall Experience
4.8

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