Pankhuri Sharma from IG Wealth Management

Pankhuri Sharma

IG Wealth Management

About Us

Helping you Empower your Financial Future.
At IG Wealth Management, I help synchronize every aspect of your financial life. With the help of an IG Living Plan and my team of experts, we look at your whole financial picture and organize all the pieces of your financial puzzle to work in harmony with each other.

We do this by synchronizing the six dimensions of your financial well being: Cash Flow, Retirement Planning, Investments, Risk management, tax/estate planning and Net Worth.

How We Got Started

I was born into a family of bankers and serious budgeters. Since childhood, I have been taught to manage my own finances, take control of my money, plan ahead for the future. Financial well being has always been at the fore front of every decision in life. My financial behaviour was and is always backed by thorough analysis and planning. Next thing I knew, this was second nature, a habit. This habit became my passion, and passion became my career. This is where I belong!!

Products & Services
I help clients maximize the potential of their money with the help of a robust financial plan which aims at synchronizing all aspects of money ie i...
Recommendations Given (17)
"Mark is very passionate about his work. He will take the time to understand his clients needs and..." Read more "Mark is very passionate about his work. He will take the time to understand his clients needs and makes recommendations accordingly. "
"Mark is really passionate about his work. He has the inherent skill to help you recognize your..." Read more "Mark is really passionate about his work. He has the inherent skill to help you recognize your abilities and push boundaries. "
Recent Activity

Pankhuri from IG Wealth Management Answered this on June 27, 2019
I come from a family of Bankers, both parents had their Masters in their respective fields, and advocated living a well disciplined life to help build strong foundation to success. I was taught the process and discipline of money management ever since I was a child. I have been managing my own... (more) I come from a family of Bankers, both parents had their Masters in their respective fields, and advocated living a well disciplined life to help build strong foundation to success. I was taught the process and discipline of money management ever since I was a child. I have been managing my own budget, cash flow , SMART goals, setting action plan, execution plan and regular review ever since I have known Money!! And this mindset gave me desirable results. So, I turned my lifestyle into my career. I hope pass on my knowledge and experience that I have gained in the last 10 years in the financial industry, to help young entrepreneurs, professionals, nearing retirement in improving their financial well being.

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!

Team