R

Ravi Dutt Sharma

Co-Founder

Delhi, India12 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-founded a successful financial planning startup.
  • Achieved a 100 Crores valuation milestone.
  • Built and led a high-performing financial planning team.
Stackforce AI infers this person is a Fintech leader with expertise in financial planning and team management.

Contact

Skills

Core Skills

LeadershipManagementFinancial AdvisorySalesBusiness Process ImprovementCustomer ServicePersonal Financial Planning

Other Skills

Business AnalysisBusiness DevelopmentCRMCustomer ExperienceFinancial AnalysisFinancial ServicesInsuranceInvestmentsLead GenerationMicrosoft OfficePerformance ManagementPortfolio ManagementProduct DevelopmentRelationship ManagementSales Management

About

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.

Experience

Fincart financial planners

4 roles

Director & Co- founder

Promoted

Apr 2022Present · 3 yrs 11 mos

  • As a part of Fincart, I helped in building a B2C business for this company.
  • I take care of the existing team skillsets and enhancement to make them more productive.
  • Concurrent with Business Development from scratch.
Sales ManagementLeadershipManagement

Vice President

Promoted

Apr 2021May 2022 · 1 yr 1 mo

  • I have helped to achieve a big milestone for our company to cross 100 Crores Valuation.
  • Cross Verticals Coordination, Business processes, and Team Building are my major forte.
SalesProduct DevelopmentFinancial Advisory

Assitant Vice President

Promoted

Apr 2017Apr 2021 · 4 yrs

  • Built a financial planning team for the future of Fincart.
  • From choosing the right set of people to building the right set of people, it took a lot of time.
  • The depth of their understanding can be tested by giving them small roles and responsibilities.
SalesBusiness Process ImprovementManagement

Lead, Financial Planning Team

Jun 2013Mar 2017 · 3 yrs 9 mos

  • I started my journey as a financial planner where I used to acquire new sets of clients & helped them to grow their money potentially.
  • As time passed, I reviewed their portfolios and made changes that might hinder the growth of their portfolio, which prevented people from reaching their goals.
SalesCustomer ServicePersonal Financial Planning

Education

Indian Institute of Financial Planning

MBA — Finance

Jan 2012Jan 2014

Indian Institute of Financial Planning

Post Graduate Diploma — Financial Planning and Wealth Management

Jan 2012Jan 2013

Jiwaji University

B.Com

Jan 2008Jan 2011

Miss Hill Higher Secondary School, Gwalior

12th Board — Science

Jan 2006Jan 2008

Miss Hill Higher Secondary School, Gwalior

10th Board

Jan 2006Present

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