Balkrishn Bagaria


Have you ever found yourself in a situation where your income keeps increasing, but your bank balance remains stagnant? Do you have the desire to save and invest, but are unsure of how to get started or which avenues to pursue? Are you looking to retire early but have no idea how to plan for it? These are all questions that may have plagued you since you started earning. After spending several years working in the finance industry, I decided to take on a new challenge and pursue a career as an independent financial advisor. While working at Barclays Bank as an equity division analyst, my career was on an upward trajectory, and I could have continued climbing the corporate ladder. However, I felt that there was more I could do to help people achieve their financial goals.

With my background in finance, including CA, CS, and CFA certifications, I have a wealth of knowledge when it comes to financial planning and investment strategies. I am well-equipped to transform your savings into goal-oriented wealth, and I take great pride in making your dreams a reality.

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Nandini Agarwal
Thanks to Sharpe Financials, my one stop place for my portfolio management. Very special thanks to Balkrishn Bagaria, for active support in managing my profile and give timely guidance to build my portfolio, his knowledge and customer service helped me a lot.Looking forward to have a long term relationship with Sharp Financials.
Shashi Shekhar Singh
His knowledge about the financial market & approach toward the uncertainty of the market made me rely on Balkrishn (Sharpe Financials) with my funds for long term financial goals.
Subham Kanoi
Having known Balkrishn personally for more than 10 years, I can tell you one thing. This guy eats, drinks and sleeps finance! In the vast cosmos that finance is, Balkrishn will definitely be your GPS!
Dr. Navraj Chhetri
Practising Medical Officer
The fact that you have given this opportunity of saving money, for people like Me who had no idea about investment and had a basic minimum salary. It feels good nowadays to know I have some savings. Thank you
CA Mahesh Hansraj Solanki
AVP at Apex Groups
Sharpe financial help us to imitgate the future risk, by letting us know the benefits of saving today n invest in our future.
Subham Fogla
CA, IIM Ranchi
Sharpe Financials is proving to be a correct choice for me as far as financial planning is concerned. Regular updates and customer support from their end with a proactive approach to help me plan out my finances basis my needs and wants, gives me a sense of security and fulfilment.
Aakash Damani
Brand Manager Purpos Planet
Sharpe Financials approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Balkrishn had always made an effort to get to know me and so the service I received felt really personal. I spend the majority of my time planning for various other things, but pay little or no attention to my own finances. Sharpe Financials has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense after connecting with Sharpe Financials.
CA Mohit Jain
AVP At Barclays Investment Bank
I had a retirement plan target in mind, but I wasn't sure how to achieve it. That's when I came across Sharpe Financials, and it helped me make my retirement plan feasible. With Balkrishn’s help, I was able to create a customised investment plan that aligned with my risk tolerance and investment objectives.
Sharpe Financials have been a blessing in these last few months. A welcoming part of adulting is the financial independence but as it goes the power comes with great responsibilities and unfortunately our education system does not prepare us for the basics of finance management. This is where the company steps in to ease you of the burden. In Balkrishn words, "focus on doing what interests you and capitalising off it instead of struggling with the management of your finances.
Gourav Kapoor
CEO At Skaly
Mr Balkrishn is very dedicated and serious with his work towards his clients which is the best thing about sharpe financials.

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