Arun Sharma

Arun Sharma Email and Phone Number

Senior Financial Advisor at Capital FinPlan Co. @ Capital FinPlan Co.
Arun Sharma's Location
Mumbai, Maharashtra, India, India
About Arun Sharma

I help busy professionals and families align their money with their life through fee-only, fiduciary financial planning.I CAN HELP YOU:✔ORGANIZE your financial life, allowing you to make better decisions✔REDUCE financial stress, letting you enjoy life, not worry about it✔PROTECT what’s important to you and your family✔BUILD a plan for your money that reflects your unique values, goals and dreams✔RECLAIM valuable time to spend with family & friends, instead of crunching numbers✔ACHIEVE your goals and dreams through personalized, comprehensive advice✔LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life changeHOW I DO IT DIFFERENTLY: I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. I am a fiduciary, obligated to act in your best interest at all times, and practice full disclosure. Using technology, you have 24/7 access to your plan, saving you time and money.HOW I GET PAID: Services are delivered via a transparent, fee-only service model. I get paid based on the advice I provide, not how much product you buy.

Arun Sharma's Current Company Details
Capital FinPlan Co.

Capital Finplan Co.

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Senior Financial Advisor at Capital FinPlan Co.
Arun Sharma Work Experience Details
  • Capital Finplan Co.
    Personal Financial Advisor
    Capital Finplan Co. Jul 2018 - Present
  • Expat Wealth Advisory
    Financial Advisor
    Expat Wealth Advisory Jun 2015 - Jan 2018
    Singapore
  • Donepull
    Internal Audit Trainee
    Donepull Jun 2012 - Aug 2013
    Mumbai, Maharashtra, India

Arun Sharma Education Details

Frequently Asked Questions about Arun Sharma

What company does Arun Sharma work for?

Arun Sharma works for Capital Finplan Co.

What is Arun Sharma's role at the current company?

Arun Sharma's current role is Senior Financial Advisor at Capital FinPlan Co..

What schools did Arun Sharma attend?

Arun Sharma attended Singapore Management University, Symbiosis Institute Of Business Management, Pune.

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