Aditya Sharma

Wealth Advisor at Prime Folios Pvt. Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN

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5.0

/5.0
/ Based on 2 ratings
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Nehal Shrivastwa

Thanks for helping me understand money and investing. I’m so glad to have you as my trusted financial advisor.

Shashank Kumar

You’re a wonderful advisor! Thank you for providing detailed information about the stocks I’m interested in. You’ve helped me greatly, and I appreciate your help in understanding the stock market.

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Credentials

  • Analyzing and Visualizing Data with Microsoft Power BI
    TechTip24
    Jul, 2023
    - Nov, 2024
  • NISM Certifications VA
    National Institute of Securities Markets (NISM)
    Sep, 2022
    - Nov, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Sep 2023 - Present

    • Wealth Advisor
      • Sep 2023 - Present

Education

  • American Academy of financial management India
    Chartered wealth Manager, Wealth management
  • RKDF UNIVERSITY
    Bachelor of Laws - LLB, Tax Law/Taxation
    2019 - 2022
  • The Institute of Chartered Accountants of India
    CA-Inter, Tax Law/Taxation
  • Delhi University
    Bachelor of Commerce - BCom, Business/Commerce, General
    2017 - 2019
  • Central Board of Secondary Education
    12, Business/Commerce, General
    2015 - 2017

Community

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