We Represent Customer, Not the Company..

Better Solutions For Your Financial Needs.. We are the Team of Professional, Certified Financial Planner.

About Us


Parinita Sharma

Certified Financial Planner (CFP) & FS, CS, MDI, PG

Parinita Sharma is a SEBI Registered Investment Advisor, a Certified Financial Planner & a Qualified Personal Finance Professional.

She is a member of Team Advey. Team Advey is associated member of LIC of India with 100 Professional partners. From last 30 year we are assisting 50,000 families to fulfil their Financial Dream in guaranteed way.

At present we are managing the Risk cover of more than Rs.6000 Crore. We are providing need base Solution through financial planning.

Our organization is made up of young, expert, and dynamic team members, who are ready to provide efficient services.

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We are authorized Personal Financial Planner and Wealth manager.

We Provides Customized Investment and Insurance services to the peoples for achieving their long term goals, medium term goals and short term goals.

We connected many families to secured their life in various term like Retirement Planning, Child’s Education / Marriage Planning, Protection of life from uncertain Events etc.

Our Services:

  • Wealth & Portfolio Management
  • Insurance Consultancy Services
  • Health Insurance
  • Financial Need Base Planning
  • Child Education Planning
  • Retirement & Pension Planning
  • Corporate Tax Planning
  • Income Replacement Planning
  • Loan & Liability Planning

Other Services:

  • New LIC Policy
  • Name / Nominee Change
  • Address Change
  • Death Claim
  • Policy Revival
  • Loan on LIC Policy
  • Policy Surrender

Business Insurance

Business Countinuation

Partnership Insurance

Employer Employee Scheme

Group Term & Health Insurance

Non-Attachable Trust

Pension Planning For Directors ∓ Employees

Retirement Plan

Retirement Planning

Tax Free Pension Planning

Early Age Pension Planning

Child Education

Child Education Planning

Child Career Startup Planning

Daughter Marriage Planning

Health Insurance

Family Health Protection

Cancer Cover


Critical illness

Life Insurance

All Services related to LIC

Life Time Income Funds

Mutual Funds

Secondary Market Instrument

Debenture & Gold Bond

Updation & Change of kyc details in any AMC

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If You have any query, please connect with our team. We are here to help you.

Email: support@parinitasharma.com


Yagakshema Pride of India 2022

Yagakshema Pride of India 2022

At Grand Oberoi

At Grand Oberoi

Womens Day Camp

Womens Day Camp



At HHI Seminar

At HHI Seminar





Yagakshema Pride of India 2022

Yagakshema Pride of India 2022


What they are saying about us

CS Ambika Sharma

CS Ambika Sharma

She is a Corporate Professional and i wanna really acknowledge Parinita for helping me in planning my Financial portfolio and the way she gives clarity on Personal financial planning of an individual is extremely result oriented and i have personally experienced this. Thank you Parinita for everything!

Valued Customer

Valued Customer

The service and investment advice provide by Parinita Sharma is extraordinary. I like their confident and customer friendly attitude with a door step service approach.

Srikant Mahto

Srikant Mahto

She is a very Trustworthy, Knowledgeable & Professional. She is not only a Certified Financial Planner but also she is a very helpful, Honest about Personal Finance..


Happy Clients


Service Provided


Hours Of Support


Professional Staff


Do You Have Any Question About Your Financial Planning? or Investment or Mutual Fund. Feel Free to Contact Our Support Team. We are Happy to Help You


16, Hare Street, Kolkata-700001