Ravi Dutt Sharma — Co-Founder
As the Co-founder and director at Fincart, I believe that "Financial planning is about more than just numbers; it's about realizing dreams." In my 12 years of experience in the finance sector, I have realized that the world of finance is rather misunderstood. People are scared to take the first step to success and, thus, we at Fincart work with the intention of educating, empowering, and enabling people to make informed investments. We help people get access to sound and profitable investments using processes and human intelligence. We share industry insights, educate our audience on various financial topics, and provide relatable anecdotes to help everyone plan their financial goals and make fruitful investments. Choosing to work at Fincart straight out of college was not an easy decision. There were many doubts and naysayers. I had the option to join an established advisory firm or take a chance on a start-up with a partner who believed in our vision. Looking back, I am glad I took the difficult route and joined Fincart. The experience of working for a start-up has been incredibly enriching. Despite the challenges, if I had to do it all over again, I would still choose the start-up grind. The risk I took paid off, and my learning at Fincart extended far beyond financial planning and investment advisory services. I was promoted to Assistant Vice President and today operate as the director and co-founder making me an instrumental part in developing various business processes, strategies, and information systems. My core values drive me to work harder and encourage my team to work with integrity and passion, helping our clients achieve their goals. I invite you to explore our services at Fincart and see how we can help you realize your financial dreams.
Stackforce AI infers this person is a Fintech leader with expertise in financial planning and team management.
Location: Delhi, India
Experience: 12 yrs 9 mos
Skills
- Leadership
- Management
- Financial Advisory
- Sales
- Business Process Improvement
- Customer Service
- Personal Financial Planning
Career Highlights
- Co-founded a successful financial planning startup.
- Achieved a 100 Crores valuation milestone.
- Built and led a high-performing financial planning team.
Work Experience
Fincart Financial Planners
Director & Co- founder (3 yrs 11 mos)
Vice President (1 yr 1 mo)
Assitant Vice President (4 yrs)
Lead, Financial Planning Team (3 yrs 9 mos)
Education
MBA at Indian Institute of Financial Planning
Post Graduate Diploma at Indian Institute of Financial Planning
B.Com at Jiwaji University
12th Board at Miss Hill Higher Secondary School, Gwalior
10th Board at Miss Hill Higher Secondary School, Gwalior