A relationship-led advisor who invests in you before the markets
Saloni Sharma pairs institutional-grade research with mindful coaching so you stay consistent. Expect clarity on every recommendation, transparent communication, and a partner who anticipates your next move.
Credentials
- • 9+ years across private wealth & banking
- • SEBI-registered partner network
- • Focused on Indian professionals & families
Clients trust Saloni for
- • Behavioural nudges during volatile cycles
- • Transparent fee & performance updates
- • Strategic asset allocation playbooks
Wealth management that keeps you grounded when markets aren’t
Saloni’s methodology is built around consistent risk management and behavioural discipline. Every check-in is designed to remove noise, align strategy, and keep your portfolio compounding.
— Saloni Sharma
Empathy-led discovery
The journey begins with understanding the context – family dynamics, career plans, liquidity needs, and the emotional triggers that can derail decisions.
Evidence-powered recommendations
Portfolio moves are backed by institutional-grade research, scenario analysis, and transparent documentation you can revisit anytime.
Partnership beyond investments
Saloni acts as your sounding board for life and money choices – aligning insurance, estate planning, tax moves, and funding major milestones.
The principles clients experience in every interaction
These fundamentals keep investors grounded, prepared, and confident – regardless of the market cycle.
Awareness First
We focus on explaining every step clearly—no stock tips, just education and confidence-building.
Transparent Guidance
Track progress, paperwork, and timelines with regular updates and complete visibility.
PAN India Support
Wherever you invest from, get app walkthroughs, demos, and follow-ups tailored to your needs.
Transparent economics
Fee structures and incentives are disclosed upfront. You always know the ‘why’ behind every decision and what it costs.
Execution accountability
Saloni tracks progress, follows up on action items, and ensures portfolio adjustments are executed without drift.
Education-first guidance
Expect crisp explainers and visual dashboards so decisions are made with conviction, not pressure.
Let’s co-create your wealth blueprint
Share your current strategy, upcoming decisions, or financial concerns. Saloni will review and recommend the best way to get started.
Book an introduction call