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Route to Success

Valuable Information for smooth Mutual Fund redemption experience !

Process Note on change of bank cases due to banks merger

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SC Directs Distribution Of 9122 Crores To Unit Holders Under Franklin Templeton’s 6 Mutual Fund Schemes

Changes in Nav applicability rules effective 1st Feb 2021

Testimonials

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Former DG, NSG

Mr J N Choudhary, IPS (retd)

Mr Vivek Sharma has been handling my financial portfolio for the past 5 years. His commitment to ensuring the best service to clients, quick response to fluid market conditions, regular and honest feedback and integrity in his dealings are admirable. As retired government officers with limited funds, we feel fortunate to have him look after our interests.

J.N. Choudhary, IPS, Former Director General of Police , NSG

Mr Anoop Joshi

Mr Vivek Sharma is an honest and trustworthy person who, with his sound knowledge, vast experience and impeccable career record has managed our finances meticulously and very diligently. We as a family are truly grateful for his financial services and sound advice.

Mr Yash Mahajan, Chartered Accountant

In the present time every person is fully occupied in his regular routine job and every system is so complex that one can not spare enough time to understand the best growing and secured financial investments, therefore there is always a need to rely on a person who has good knowledge of the market as well as financial investments and who can also advise, maintain and manage the investment portfolio in the best & secured manner. Mr Vivek Sharma is the person whom you can rely for managing your portfolio as I know him from the past 15 years. I am a Chartered Accountant still I get good up to date information & knowledge of financial assets investment from him. – C.A Yash Mahajan.