Urvil Khakhar

Urvil Khakhar

Sharath is not your typical Financial Planner and a Product Manager who’s greedy (because of commission) about selling financial products without validating the customer’s need of it. He has a higher purpose towards ensuring financial discipline in his clients’ life. He’s a financial coach, educator and leaves the financial decision of investment on to you. The education he provides is so relatable and contextual and I feel it is the most important and crucial part of managing finances and ensuring peace of mind.

Internal Audit | Corporate Governance | Enterprise Risk Management | Internal Controls | High Performing | A People Person | Mentor

Sharath
5
2021-07-02T09:21:26+00:00

Internal Audit | Corporate Governance | Enterprise Risk Management | Internal Controls | High Performing | A People Person | Mentor

Sharath is not your typical Financial Planner and a Product Manager who’s greedy (because of commission) about selling financial products without validating the customer’s need of it. He has a higher purpose towards ensuring financial discipline in his clients’ life. He’s a financial coach, educator and leaves the financial decision of investment on to you. The education he provides is so relatable and contextual and I feel it is the most important and crucial part of managing finances and ensuring peace of mind.
Urvil Khakhar
Scroll to top