Ajay Sharma

Professional Bio

I am a Certified Financial Planner (CFP) with over 20 years of experience in the financial services industry. Based in Dharamshala, I specialize in providing comprehensive wealth management solutions to individuals and families.

My areas of expertise include:

  • Mutual Funds
  • Portfolio Management Services (PMS)
  • Fixed-Income Bonds
  • Alternative Investment Funds (AIF)
  • Specialized Investment Funds (SIF)

I am committed to helping investors build structured, goal-based portfolios with a focus on long-term wealth creation, risk management, and disciplined financial planning.

Recognition

MSP TRAINED MEMBER
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Leadership Team Leadership Team

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