Your Trusted
Financial Partner
SEBI Approved Investment Advisor with 30+ years of corporate and investing experience helping individuals and businesses achieve financial freedom through expert guidance.
Why Choose SharmaNavneet.com?
Professional credentials and experience you can trust
SEBI Approved
Registered Investment Advisor with SEBI compliance and regulatory oversight
30+ Years Experience
Extensive experience in banking, risk management, and wealth creation
Comprehensive Planning
End-to-end financial planning tailored to your goals and risk appetite
Corporate Experience
21 years with top corporates: HDFC Bank, Standard Chartered, Vodafone
Professional Experience
HDFC Bank
Senior Banking Professional
Multiple Years
Extensive experience in retail banking, customer relations, and financial products.
Standard Chartered Bank
Senior Banking Professional
Multiple Years
Specialized in risk management, asset financing, and premium banking services.
Vodafone India (Now Vodafone Idea)
Banking & Risk Management
Multiple Years
Led business process operations and customer service excellence initiatives.
About Navneet Sharma
SEBI Approved Investment Advisor with over 30 years of comprehensive experience
SharmaNavneet.com is founded by Navneet Sharma, a SEBI Approved Investment Advisor with an impressive track record in the financial services industry. Our mission is to guide individuals, HUFs, firms, and companies in effective financial planning tailored to their goals and risk appetite.
Navneet Sharma is an MBA graduate with over 30 years of comprehensive work experience spanning banking, risk management, asset financing, BPO/customer services, investing, and wealth creation. This extensive experience provides a unique perspective on financial markets and investment strategies.
Of these 30 years, 21 years have been dedicated to working with India’s top corporates, including prestigious institutions like HDFC Bank, Standard Chartered Bank, and Vodafone India (now Vodafone Idea).
Professional Credentials
MBA Graduate
Advanced business education with focus on finance and management
SEBI Approved
Licensed Investment Advisor registered with SEBI
30+ Years Total Experience
Three decades of comprehensive financial industry experience out of which 21 years with India's top financial institutions
Our Mission
Helping all Indian households and small businesses to become financially free and feel safe, by investing and allocating their resources wisely in a risk-adjusted manner.
Our Objectives
Three core objectives that drive everything we do
Meet Financial Goals
Enable customers to meet their short term and long term financial goals through comprehensive financial planning.
Prudent Investment Planning​
Do prudent investment planning using the principles of asset allocation, diversification and risk management, thereby taking only the minimum risk required to meet their goals.
Effective Execution​
Implementing through qualified investment advice and effective execution support on equity, derivatives, commodities (Gold and Silver) and mutual funds.
Our Philosophy
The business will be built on the principles of providing customers with comprehensive investing as well as financial planning advice strictly based upon the goals of the customers and after considering the risk profile of the customers.
Our Services
Comprehensive financial planning and investment advisory services
Comprehensive Financial Planning
Complete analysis of your existing investments, insurance coverage, and retirement planning with detailed goal-based recommendations.
- Detailed analysis of existing investments
- Insurance coverage assessment
- Retirement planning strategy
- Future financial goals analysis
- Investment readjustment recommendations
Investment Advisory Services
Expert guidance on investments in Mutual Funds, Stocks, and Commodities based on your objectives and risk profile.
- Mutual Fund recommendations
- Stock market guidance
- Commodity investments (Gold & Silver)
- Risk-based portfolio construction
- Regular portfolio monitoring
Competitive & Transparent Pricing
Our pricing is competitive and prudent, strictly based on SEBI guidelines. Detailed pricing will be shared once you show active interest in our services.
Contact Us
Ready to start your financial journey? Get in touch with us today.
Send us a Message
Get in Touch
Email Us
Contact us for email details
Call Us
Contact us for phone details
Location
Serving clients across India
Response Time
We respond within 24 hours
- Why Choose Us?
- SEBI Approved Investment Advisor
- 30+ Years of Industry Experience
- Personalized Financial Planning
- Risk-Adjusted Investment Strategies
- Transparent & Competitive Pricing
Ready to Start Your Financial Journey?
Get personalized financial advice from a SEBI-approved investment advisor with over 30 years of experience.
Investor Charter
Your rights and responsibilities as our valued investor
Charter Document
Complete investor charter document with all rights, responsibilities, and procedures.
SEBI Registration
Registration Number: INA000012345 (Sample)
Important Disclosures
All mandatory disclosures and risk warnings for investors.
Complaints & Grievances
We are committed to resolving your concerns promptly and fairly
24
Total Complaints
All time
8
Current Financial Year
FY 2024-25 (Apr'24 - Mar'25)
22
Resolved
91.7% resolution rate
2
Pending
Under investigation
Lodge a Complaint
Call Us
+91-9811022220
Mon-Fri: 9:00 AM - 6:00 PM
Email Us
wecare@navneetsharma.com
Response within 24 hours
Written Complaint
Download complaint form
Submit via email or post
Complaint Process
Submit your complaint through any of our channels
Receive acknowledgment within 24 hours
Investigation and resolution within 30 days
Escalation to SEBI if unresolved
Last Compliance Audit
Regular compliance audits ensure we meet all regulatory requirements
Audit Date
March 15, 2024
Audit Result
COMPLIANT
Audit Report
Audit Date
March 15, 2024
Our last compliance audit was conducted by an independent SEBI-approved auditor and confirmed our adherence to all regulatory requirements and best practices.
Contact Information
Multiple ways to reach us for your convenience
Primary Contact
+91-9811022220
Mon-Fri: 9 AM - 6 PM
Email Support
wecare@navneetsharma.com
24-hour response
Service Areas
Pan India Coverage
Remote & In-person
Business Hours
9:00 AM - 6:00 PM
Monday to Friday
Send us a Message
Get Started Today
Free Consultation
Initial discussion about your financial goals
Risk Assessment
Comprehensive evaluation of your risk profile
Customized Plan
Tailored financial strategy for your goals
Implementation
Expert execution and ongoing support
Ready to secure your financial future?
SharmaNavneet.com
SEBI Approved Investment Advisor helping individuals and businesses achieve financial freedom through comprehensive financial planning and investment advice
Over 30+ years of experience in banking, risk management, and wealth creation.
Quick Links
Contact Info
- Contact us for details
- +919811022220
- India