Shalu Sharma

Shalu Sharma Email and Phone Number

Financial Strategist @ Continental International Group
dubai, dubai, united arab emirates
Shalu Sharma's Location
Dubai, United Arab Emirates, United Arab Emirates
Shalu Sharma's Contact Details

Shalu Sharma personal email

About Shalu Sharma

With over two decades of expertise in financial services, Shalu Sharma is a dedicated professional committed to guiding High Net-Worth Individuals (HNIs) on their financial journey. Her journey of excellence has been shaped by a longstanding association with The Continental Group, where she’s passionately honed critical skills and technical knowhow. With a Master's degree in International Business from Delhi University and certification as a Financial Advisor from the Chartered Insurance Institute of London, Shalu brings a wealth of academic rigor to her practice. Her unwavering commitment to excellence is underscored by her membership in the prestigious Million Dollar Round Table (MDRT) conference for 11 continuous years and the Court of the Table (COT) for 6 years. In all her years of practice, she's been a constant presence in the financial journeys of many esteemed clients, offering unwavering support and a reliable partnership. With an expertise built on the foundation of truly understanding the intricate financial needs of her clients. Her commitment extends beyond transactions for she believes that her work is all about building lifetime relationships and ensuring that they achieve their goals with resilience and stability. Shalu's mission is rooted in making a meaningful contribution to people's lives. Backed by a comprehensive team of Lawyers and Financial Planners, she is dedicated to helping business owners celebrate the different life stages with the dignity of financial support. Her focus on unwavering service ensures that the legacy built by her clients is protected in the present, and passed on securely, transparently, and profitably to the new generation in the future. On the personal front, Shalu has always maintained an insatiable thirst for knowledge. Passionate about reading, dancing, and music, she continues exploring a diverse range of subjects that further add to her area of expertise. In summation: Shalu helps you protect, grow, and transfer your wealth through a Roadmap to a Prosperous & Peaceful Tomorrow. Areas of Expertise:Inter-Generational PlanningPersonal & Business Wealth StructuringProtection PlanningSystematic & Lump-Sum InvestmentsHealth Insurance

Shalu Sharma's Current Company Details
Continental International Group

Continental International Group

View
Financial Strategist
dubai, dubai, united arab emirates
Website:
cfsgroup.com
Employees:
204
Shalu Sharma Work Experience Details
  • Continental International Group
    Vice President
    Continental International Group Mar 2024 - Present
    Dubai, United Arab Emirates
    I expertise in helping my clients protect, grow, and transfer their wealth through a Roadmap to a Prosperous & Peaceful Tomorrow. Areas of Expertise:Inter-Generational PlanningPersonal & Business Wealth StructuringProtection PlanningSystematic & Lump-Sum InvestmentsHealth Insurance
  • Continental Group International
    Associate Vice President
    Continental Group International Dec 2018 - Mar 2024
    Dubai, United Arab Emirates
    I advise High Net-worth Individuals on Legacy Planning and audit their current Financial plans. This includes Protection planning, Education planning, Retirement planning and Lumpsum Investments.
  • Continental Group International
    Manager Advisory
    Continental Group International Jan 2010 - Dec 2018
    I advise my clients on Financial Planning and Wealth Management. This includes Protection planning, Education planning, Retirement planning and Lumpsum Investments.
  • Continental Financial Services
    Manager - Employee Benefits
    Continental Financial Services Sep 2003 - Dec 2009
    Advising my Corporate clients on their Employee benefits requirements - Group Medical, Group pension and Group Protection plans.
  • Icici Prudential Life Insurance Company Limited
    Financial Services Consultant
    Icici Prudential Life Insurance Company Limited Oct 2002 - Mar 2003
    Bancassurance channel development & portfolio management of various corporate clients.

Shalu Sharma Skills

Portfolio Management Investments Wealth Management Financial Services Financial Planning Finance Management Crm Relationship Management Insurance Life Insurance Health Insurance Risk Management Mutual Funds Customer Relationship Management Analysis Business Analysis Business Development Business Planning Financial Advisory Negotiation

Shalu Sharma Education Details

  • The Chartered Insurance Institute – Uk
    The Chartered Insurance Institute – Uk
    3. Life Office Administration (Fa1 From Cii - Uk)
  • Delhi University
    Masters In International Business

Frequently Asked Questions about Shalu Sharma

What company does Shalu Sharma work for?

Shalu Sharma works for Continental International Group

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

Shalu Sharma's current role is Financial Strategist.

What is Shalu Sharma's email address?

Shalu Sharma's email address is sh****@****ail.com

What schools did Shalu Sharma attend?

Shalu Sharma attended The Chartered Insurance Institute – Uk, Delhi University.

What are some of Shalu Sharma's interests?

Shalu Sharma has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Human Rights, Health.

What skills is Shalu Sharma known for?

Shalu Sharma has skills like Portfolio Management, Investments, Wealth Management, Financial Services, Financial Planning, Finance, Management, Crm, Relationship Management, Insurance, Life Insurance, Health Insurance.

Who are Shalu Sharma's colleagues?

Shalu Sharma's colleagues are Avinash Chelath, Ian Featherstone, Ashok Sardana, Bhavaraju Manjusha, Aashna Garg, Anita Peter, Policy Service.

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