Our Team
Sharp wealth (Where wealth meets opportunity), as an organization have a clear objectives of providing comprehensive financial solutions tailored according to the client needs and objectives.
By using optimal wealth opportunity and tools of strategic financial planning along with suitable asset allocation and diversification our goal is to maximize the returns of our clients.
At Sharp Wealth our focus is to build client relationships on the pillars of ethics, moral values , integrity and transparency.
OUR SERVICES
MUTUAL FUNDS
PORTFOLIO MANAGEMENT SERVICES (PMS)
Mutual funds offer a way for a group of investors to effectively pool their money so they can invest in a wider variety of investment vehicles and take advantage of professional money management through the purchase of one mutual fund share.
PORTFOLIO MANAGEMENT SERVICES (PMS)
PORTFOLIO MANAGEMENT SERVICES (PMS)
Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. PMS is a systematic approach to maximise returns while minimising the risk.
ALTERNATIVE INVESTMENT FUND (AIF)
An Alternative Investment Fund (AIF) is an option for investors seeking investment avenues beyond stocks and bonds. AIFs pool money from their investors and invest it in private equity, hedge funds, real estate and other investments. In India, AIFs are regulated by SEBI and classified under different categories depending on their investment strategy.
FIXED INCOME- BONDS/NCDs/SGBs
Bonds are debt instruments, a type of fixed-income security, where an investor lends money to an issuer (like the government or a corporation) in exchange for periodic interest payments and the return of the principal amount on a future maturity date. Bonds are considered a relatively safer, lower-risk investment compared to stocks, offering predictable returns and serving as a way to raise funds for governments for infrastructure and corporations for business growth.
LAS -LOAN AGAINST SHARES/ MUTUAL FUNDS
A loan against mutual funds/shares (also known as a loan against securities) is a type of secured loan where you borrow money from a bank or financial institution by pledging your investments (mutual fund units or stocks) as collateral. Instead of selling your valuable assets to get cash, you can use their value to get funds, often at an attractive interest rate. You continue to hold ownership and earn potential returns from the pledged investments while repaying the loan.
CONCIERGE SERVICES
Our Global Concierge will provide you world class services which are tailored to your lifestyle..A concierge service provides personalized assistance with tasks, arrangements, and requests to make life easier for clients, often acting as a personal assistant to handle everything from booking travel and reservations to planning events and managing administrative duties.