About Us

Sarita Sharma

I am Sarita Sharma, I am a wealth creator and wealth protector, have an experience of 19 years in saving and insurance consultancy services, I am well placed to help you choose the best financial tools to achieve your Wealth Dream.

I specialize in personalized saving & investment strategies that create sustainable wealth through prudent risk management Schemes. My client base includes salaried, businessmen, students, professionals, housewives, government employees, and retired people.

I am indeed Sincerely endeavoring to help you to take an informed decision based on my credible research of 19 years.

Mission:

My Mission is to provide you with a 360-degree financial plan which can help you to achieve your financial goal in a timely manner.

Achievement:

My success is wholly n sole depend upon my customers who have placed their trust in me. My client base of more than 150 Families has made sure that I keep giving the best results.

Some of my achievements are:

Achiever’s trophy 2012-13

MDRT 2013 certificate

Galaxy Club Membership trophy during the year 2014-15  & 2015-16

MDRT trophy by Delhi Division-II  2016

COT  2017-18 certificate

Champion trophy 2018

MDRT (USA ) 2022 trophy

Certificate of Excellence MDRT 2022

Trophy Galaxy Club Member MDRT - COT- USA