About Sharpe Financials

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.

So, share your financial aspirations with us, and let us take on the responsibility of helping you achieve them. Together, we can turn your financial dreams into a reality!

With over 8 years of experience in the financial services industry, Balkrishn Bagaria, the founder of our company, is well-equipped to handle all your financial planning needs. After completing his education at St. Xavier's College in Kolkata and earning certifications in CA, CS, and CFA, he began his professional journey as an analyst at Barclays Investment Bank. It was during his two years there that he realized the importance of financial literacy, as many people were investing based solely on recommendations from friends and family, without any research or professional guidance. Most importantly, people were not creating financial plans to ensure they had enough money for retirement or their children's education.

Recognizing the lack of goal-based investment strategies in the industry, Balkrishn decided to become a financial planner and help people manage their finances while also promoting financial literacy. Starting from zero in October 2021 with just cafes and co-working spaces as his office, he has now grown his business to include a full team managing the finances of over 200 clients from various backgrounds, including doctors, engineers, corporate professionals, businessmen, and more.