( Founder )
SK Financial Services was incorporated in the year 2014 by Sheetal Khanna. She is a certified Mutual Fund’s distributor recognized by AMFI (Association of Mutual Fund of India) and certified Insurance Consultant by IRDA (Insurance Regulatory Development Authority). In order to suggest various investment avenues as per clients need and wants.
Sheetal Khanna has over 14 years experience in the financial Services Industry. She has worked with knowing Financial Services related companies for a span of 9 years. Then She decided to start her own venture to serve the individuals for the unbiased advise, which is sometime not possible, when you are an employee of some company.
She has a very deep understanding of the distribution practices and its challenges. She make clients understand with a very simple and jargon free language. And she takes the challenges to make every individual understand that how to use the various investment avenues to fulfill their desired goals.
Sheetal Khanna firmly believes that no two clients are alike & hence take into account their unique situation and risk tolerance to provide recommendations that are truly personalized. In order to provide World Class technology, the widest range of services to our clients and to enhance our strength we have made strategic alliances with some of the Best Financial Service Providers in the Country.
She has been completed successfully 4 years in her own venture. Now She is handling with her team over 350 satisfied clients across the state, country and globe.
Vision & Values
Our Vision : To be the Respected and trusted Financial Planner and investment advisor.