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Mr. Gaurav Sharma

Mr. Gaurav Sharma

Creating lifelong fortunes, Mr. Gaurav Sharma is a 2nd generation Financial Planner at Fortune Investments. With a passion for helping individuals and families achieve their financial aspirations, Mr. Sharma brings a wealth of expertise to the table.

Holding an MBA from Delhi, Mr. Sharma is also a Vedic Mathematics scholar and has an International Wealth Management course credited to his name. His academic background, combined with practical experience, allows him to craft innovative and effective financial strategies.

Drawing on 18 years of experience and a deep understanding of the intricacies of finance, Mr. Sharma is committed to delivering personalized and strategic financial solutions. He has helped more than 1,500 clients achieve their financial goals, guiding them through investments, retirement planning, tax optimization, and wealth management.

Beyond his professional expertise, Mr. Sharma is a passionate financial content creator and enjoys hobbies that enrich both in his personal and professional life. His approach is underscored by a commitment to staying updated with market trends and regulations, ensuring that his guidance is always informed and relevant.
Above all, Mr. Sharma places a premium on building trusted relationships, focusing on clear communication and client education.

Service industries

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Investment

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Insurance

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Taxation

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Certification

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Finance-Calculators

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Contents

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ONE STOP SOLUTION FOR ALL YOUR FINANCIAL REQUIREMENTS.

We here at CFS work with the basic rule that : client is not just a client but it's a part of our CFS family.

We design well planned complete portfolio as per the requirement and needs ( it includes looking after the risk taking appetite, time horizon, age, and many other factors) and discuss it with you.

We here at CFS are 24*7available to serve you.

CFS has till date secured (insured)over 100 families and created wealth for over 200 families.

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Blogs

Here's what our clients say about us

Real reviews from some of our customers
Nikhil Shrivastava
Gaurav ji is a very matured person with extensive knowledge in his field. I've been associated with him for the last 4yrs and he's prompt and reponds Well.
Abhyuday Joshi
I've been associated with Fortune Investments for some time now. And honestly the services has been top notched. Thankyou for managing our portfolio.
Akshay Sharma
Thank you fortune Investments for managing my & my families portfolio. Solid response from the owner Gaurav ji. And we're very satisfied with the overall experience.