Sharma Wealth Management Management Team
Contact top employees from
Sharma Wealth Management
Summary
At Sharma Wealth Management, our focus is to serve high net worth individuals, professional, business owners, professional corporations and their families in areas of tax planning, investment planning...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
FINANCIAL PLANNING, RETIREMENT PLANNING, INSURANCE, LIVING BENEFITS AND EMPLOYEE BENEFITS, Business Succession Planning, Investment Planning, Retirement Planning, Education Planning, Tax Planning
Founded
2002
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Sharma Wealth Management shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years22% for 3–4 years33% for 5–7 years11% have over 11 years of service at Sharma Wealth ManagementContact top employees from
Sharma Wealth Management
Naresh Sharma
President, Financial Planner
Ashok Agarwal
Associate Director
Pranshu Saini
Associate
CS Apoorva Sharma
Assistant Manager
Inderpreet Singh
Investment Funds Advisor
Ashok Agarwal
Associate Director
Renu Rampal Sharma
Mutual Funds Advisor