Our Team

 "The only thing that money gives you is the freedom
of not having to worry about money"

Ravi Sharma

Ravi Sharma is a veteran financial advisor in the industry for almost a decade.

Ravi comes with rich experience of around a decade in Financial Industry. In his previous assignments he has worked with companies like Aditya Birla Money - Wealth Management, Future General India Life Insurance, ICICI Prudential Life Insurance etc. He also comes with experience of working in Middle East with First Gulf Bank- Wealth Management. In his stint of Wealth Management he was managing more than Millions of Assets. He has experience of training employees of various Corporate and Educational Institutions on Business Etiquettes, Email Writing, Team Management, How to Face an Interview etc…

Ravi has gained expertise working with these top MNC's

  • Aditya Birla Money- Wealth Management
  • Future General India Life Insurance
  • ICICI Prudential Life Insurance
  • First Gulf Bank- Wealth Management

"Let's no fish for you... Lets help you learn fishing"

Ravi has done his B. A. (Hons.) Business Economics from Delhi University and International Post Graduate Diploma in Life Insurance from Institute of Insurance and Risk Management, Hyderabad.

Ravi believes in philosophy of "don't fish for them, help them learn fishing", hence enabling his audience/participants to reach out to a level where they can fulfill their aspirations. Being an extrovert he mingles with his audience/participants very easily. He always believes in creating an environment which enables and prospers learning. Being an empathetic speaker he understands audience/participants needs quickly and delivers interactive session accordingly.

Aakash Sharma

Mr. Aakash Sharma is a portfolio manager focusing on real return strategies. He has 12 years of domestic & global experience of different industries and holds a bachelor’s degree in Computer Science. He has pursued Moody’s Certificate in Derivatives Market Strategies & have completed Research Analyst Certification of NISM. He has an expertise in deploying various Option strategies in dynamic market environment.

He believes that investors should consider better risk-adjusted alternatives, which offers investors the potential to earn decent returns with significantly less historical volatility. He believes in nurturing the culture where investors get familiar with various market cycles and take the decisions accordingly.

He has gained expertise working with these top MNC’s:
1. United Arab Bank (Abu Dhabi)
2. Dunia Finance (Abu Dhabi)
3. Genpact


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