Punit Sharma Email & Phone Number

As the Managing Director of Evia Wealth , I am passionate about transforming the wealth management experience for our clients. With over 16+ years of experience in banking , finance and investment, I have dedicated my career to helping individuals and families achieve their financial aspirations through personalized guidance and strategic planning.My journey in the financial industry began with a deep commitment to understanding the complexities of wealth management. I’ve worked with diverse clients, from young professionals to seasoned investors, helping them navigate the intricacies of investing, retirement planning, and wealth preservation. I believe that every client deserves a tailored approach that aligns with their unique goals and values.At Evia Wealth, my mission is to foster a culture of trust and transparency. I prioritize building strong, lasting relationships with my clients, ensuring they feel informed and empowered in their financial decisions. I take pride in using a holistic approach that considers not just investment strategies but also the broader picture of financial well-being.I am dedicated to staying ahead of industry trends and continually expanding my knowledge to provide the best possible service. I believe in the importance of education, and I strive to empower my clients with the insights and tools they need to make informed choices.Outside of work, I enjoy following field sports, which I believe enriches my perspective and approach towards wealth management. I am committed to making a positive impact not only in the lives of my clients but also in the communities we serve.At Evia, we are more than just a wealth management firm; we are your partners in building a secure financial future. I look forward to the opportunity to work together and help you achieve your financial dreams.

Listed skills include Banking, Customer Service, Microsoft Office, Retail Banking, and 11 others.