OUR TEAM

Hemant Sharma
Our Founder

Hemant is an Engineer and Management graduate from IBS Mumbai. He is also CFP ( certified financial planner) from Financial planning and standard board of India.

Prior to staring his own venture CORE FINANCIAL SERVICES Hemant has worked with Banks like ICICI Bank Ltd as wealth Manager for nearly 3.5 years and with Axis Bank for nearly a year. During the working tenure he has equipped himself with skills of financial planning, wealth management, portfolio management and learned a lot in aspects of client relationship and client servicing.

The idea of CFS has been conceptualized by Hemant as” one stop financial Solution under one roof “and he believes that with the help of proper financial planning and unbiased quality advice we can bring a very important change in individual life.

 

Aditya Dadheech
Associate

Aditya is an associate member of the Institute of Chartered Accountants of India have over 7 years of professional experience in the field of corporate & international taxation, business advisory and auditing. He has gained immense knowledge in tax advisory and compliance, FEMA matters, financial accounting and capital structuring.
Prior work experience:
.Ernst & Young
.KPMG Lower Gulf
.NM Raiji & Co
Professional qualifications:
.Chartered Accountant and Company Secretary
.LLB

Aditi Sharma
Associate

Aditi is a fellow member of the Institute of Chartered Accountants of India. She has over 9 years of experience and gained extensive knowledge working as an internal auditors for companies, governmental PSUs. In her previous experience, Aditi has led bank branch audits for PNB and is well positioned to lead government assignments, bank audits, stock audits, statutory audits etc. Aditi is based out of Jaipur.

Prior work experience:
.Partner – DSK & Co
.NM Raiji & Co
Professional qualifications:
.Chartered Accountant
.Masters in Commerce
ICAI certification courses :
.Concurrent Audit of Banks (‘CCCA’)

Ruksar Ansari

Ruksar is experienced in portfolio management and financial planning providing financial support to the clients, prepare financial plans and check their accuracy, respond to prospective customer queries about financial planning accounting and bookkeeping, financial MIS & admin and income tax return filings.
Prior work experience:
.
Ak Dadheech & Co.
Academic qualifications:
.
Commerce Graduate
.
Operation managemant

Swati Sharma

Swati is experienced in statutory audits, income tax audits, GST audits, income tax & GST compliance, TDS returns and accounting advisory.
Prior work experience:
.
Dadheech Sathish & Kapoor
Academic qualifications:
.
Commerce Graduate
.
Commerce Post Graduate
.
Pursuing ICWA
.
Pursuing Chartered Accountancy

Yamini Singh

Yamini Singh is an experienced Relationship Manager in Insurance and finance sector having solid understanding of policies and products, be able to provide mentorship, excellent interpersonal skills and helps in contributing to meeting sales targets, keeping up-to-date with industry developments and solve customer queries.
Prior work experience:
.
Mantrafintech Pvt. Ltd.
.Teleperformance
Professional qualifications:
.
Commerce Graduate
.
Masters in Commerce

Dilip Singh Tanwar

Dilip is experienced in evaluating credit worthiness by processing loan applications and documentation within specified limits, determining all applicable ratios and metrics and set up debt payment plans, interviewing applicants to determine financial eligibility and feasibility of granting loans.
Prior work experience:
.
IIFL Pvt. LTD.
Professional qualifications:
.
Commerce Graduate
.
Masters in Commerce

ABOUT OUR TEAM

Hemant is an Engineer and Management graduate from IBS Mumbai. He is also CFP ( certified financial planner) from Financial planning and standard board of India.

Editor's Rating:
4.9