I am

Parikshit Sharma

A professional by occupation, a Freelancer Financial Advisor by aspiration…

Aboute me, Parikshit Sharma

About Me

I’d like to have my introduction as a seasoned professional with strong business acumen. A resulted-oriented professional held various high accountability leadership positions with highly respected organizations ranging from Global Banks to consulting to outsourcing services. Earned a decent experience through delivering cross-domain, cross-functional projects spanning across the geographies.

Have been successfully advising and managing clients Investment, Protection, and Wealth portfolios. Carry a strong client advocacy record while helped clients with claims settlements while critical illnesses. A decent history of delivering outstanding returns in the debt and equity mutual funds portfolios.

Academics:

  • Executive MBA from IIMC,
  • MBA – IT,
  • NCFM,
  • ITIL® 2011,
  • PRINCE2® and
  • CSM® certified.

Accreditation:

  • IRDA
  • National Stocks Exchange (NSE) &
  • SEBI accredited professional.

Specialties:

  • Digital Marketing,
  • Global Investment Services,
  • Financial and Retirement Planning,
  • Life/Health/Investment solutions,
  • Financial Education provider,
  • Career Coaching.
Confused while making a right Investment and/or Career decision?

Looking for an Expert Advisor?

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Brands I am Proudly Associated with!

I am associated with the brands in the capacity of an advisor or registered as a licensee.

About me, Care Health Insurance

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PUBLICATIONS

3

ARTICLES

8

COMPANIES

6

AWARDS

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