Partner Profile – Mr. Shiv Sharma
Our Leader
Mr. Shiv Sharma – Partner, Fortunemantra
Over the decades, I’ve seen markets rise and fall, policies evolve, and technologies redefine the way we invest. Yet through it all, one truth has remained constant: financial awareness is the cornerstone of financial freedom. I have dedicated my life’s work to spreading that awareness and guiding clients toward building secure, sustainable wealth through informed decisions and disciplined planning.
At Fortunemantra, I bring not just experience but a vision—a vision of a financially awakened India, where every household understands the power of knowledge and every investor sees a clear path toward prosperity. I believe we are standing at the edge of a financial revolution, one that values education over speculation and empowerment over dependence.
My journey has been about more than numbers—it has been about people, possibilities, and purpose. Through mutual funds, insurance, NPS, Demat and Trading services, as well as IPO and Pre-IPO investment opportunities, I have strived to create not just portfolios but lifelong partnerships built on trust and understanding.
I see myself not merely as an advisor but as a guide—someone who walks with clients through every stage of their financial journey. And as part of Fortunemantra, I aim to continue this mission: to illuminate the path toward a future where smart investing becomes instinctive and financial independence is within everyone’s reach.
Key Highlights
- ✅ Qualification: MBA (Finance)
- ✅ Experience: 30+ years in Financial Services and Investment Advisory
- ✅ Organization Established: 2016
- ✅ Expertise: Mutual Funds, Insurance, NPS, Demat & Trading, IPO & Pre-IPO Investments, Wealth Management
- ✅ Vision: To lead a financial revolution driven by knowledge, trust, and empowerment