✅ Financial Services Offered by Sharma Finserve 1. Stock Broking Services • Equity trading • Derivatives trading (F&O) • Commodity Trading 2. Research & Investment Advisory • Fundamental & technical research reports • Long-term portfolio recommendations • Swing trading & short-term calls • Custom stock investment strategies 3. Portfolio Review & Management • Portfolio health check-up • Rebalancing and restructuring plans • Wealth-building strategies • “Concentrated Portfolio” plan (with upfront fee, annual fee, and performance bonus) 4. Assured Return Investment Plans • Target-based investments (e.g., 2x in 2–4 years or 3x in 5–7 years) • Refundable fee model if targets not achieved • Performance bonus on exceeding benchmarks ( No Guaranteed Return) 5. Mutual Fund Investment Advisory • Goal-based MF planning • SIP and lump-sum planning • Tax-saving ELSS suggestions 6. Insurance Planning • Term insurance advisory • Health insurance solutions • Family floater and corporate policies 7. Tax-Saving Product Advisory • 80C investment options • Tax-saving insurance and ELSS • Retirement-linked tax planning 8. Pension & Retirement Planning • NPS advisory • Annuity and pension plans • Post-retirement income planning 9. Farmland Investment Opportunities • Curated options in Madhya Pradesh and Maharashtra • Due diligence and legal guidance • Site visits and agricultural potential analysis 10. Real Estate Investment Advisory • Pre-launch residential and commercial properties in: • Ahmedabad • Gandhinagar • GIFT City • Dholera Smart City • Retail and pre-leased commercial properties • Vastu-compliant residential units • RERA registration and compliant dealings 11. NRI Investment Support • Portfolio setup and management for NRIs • Real estate and farmland options • Tax and compliance support 12. Financial Coaching & Planning Services (Upcoming)