pankajkumar sharma
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Investing Made Simple, Results Made Real

About Us

Welcome to Perficient Financial Services
Comprehensive.....Independent....Competent... Take control of your money and your life.
We all need to be in control of our money, but too often - money controls us. This can happen when we have no clear idea of what we want from our life, and no real plan to help us achieve it.

about-finbiz

25+

Years

Of experience in Financial service

Tailored Services. Smarter Returns

Our Services

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Portfolio Guidance

Investing is not a one-time activity — it’s an ongoing journey. As markets change, goals...

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Insurance Services

Insurance policies are designed to safeguard different aspects of your life — from your income...

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Tax Optimization

Is Your Tax Planning Aligned with Your Financial Goals? Many investors make the mistake...

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Digital Investment

The world has gone digital — and so has investing. Gone are the days of long forms...

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Goal-based Investment

Every financial journey begins with a dream — a new home, your child’s education, a comfortable...

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Investor Education

We believe that an informed investor is a confident investor. Our mission is not just to help...

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Let’s discuss how we can help make your business better

Boost Your Business Today

Strategy is the key to success

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Customer Support

We stand by you at every step, ensuring clarity, confidence, and seamless service in your financial journey.

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Tailored Plan

Your goals are unique — so are our strategies, designed to fit your needs and aspirations perfectly.

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Research-Based Decision Making

Every recommendation is backed by in-depth analysis, market insights, and proven expertise

Get your investment aligned to your Goal

Financial Calculators

SIP Wealth creation

Child Education

Dream Home Plan

Retirement Plan

Child Marriage

Dream Vacation Plan

Our Testimonials

Client’s Feedbacks

“Appreciate your way of explaining and satisfying the customer. You have made me learn the basics of investment thanks a lot and best wishes for your future.”

“I really like JSK's low risk investment strategies. I was able to easily understand mutual funds and then investing became easier.”

““I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.””

“Simply amazing if we talk about your services and advisory of JSK Consulting. The way you are explaining the things is great and definitely it helps us to know about financial planning and we are very much clear what should we do for Financial Freedom….thanks for being in our Life.”

- Vivek Chaturvedi
- Vivek Chaturvedi
– Entrepreneur

“Great Knowledge on Subject line…… Outstanding Services with with best efforts makes you guys many steps ahead from others.”

- Raj Narayan Sharma
- Raj Narayan Sharma
–Advocates and Tax Consultant

“Your advisory creates value in our life. Searching ends for a financial consultant after you….”

“Master in Business…….best services along with friendly advise one can found here. Strongly Recommends any one.”

- Vivek Chaturvedi
- Vivek Chaturvedi
– Entrepreneur
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Experts You Can Rely On. Advice You Can Trust

Professionals Team

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