About Us
Investment Secure by Sanjeev Sharma is a trusted financial advisory service provider based in India, specializing in helping individuals and families secure their financial future through a wide array of investment solutions. With a focus on long-term wealth creation and financial planning..
Contact Info
- #2889, Sector 47-C, Chandigarh-160047, India
- +91 97803 09720
- sanjeev04572@gmail.com
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Talk to Us: +91 97803 09720 / sanjeev04572@gmail.com
Founder’s Message
By Sanjeev Sharma, Founder – Investment Secure
At Investment Secure, our mission is simple — to empower individuals and families to take control of their financial future with confidence and clarity. Over the years, I’ve witnessed how smart financial planning can transform lives, and it’s this belief that drives everything we do.
We understand that every client’s needs are unique, and so are their dreams. That’s why we focus on personalized investment strategies — from trusted LIC policies to tailored Mutual Fund portfolios and SIPs — all designed to align with your long-term goals.
Our commitment is not just to provide investment solutions, but to build lasting relationships based on trust, transparency, and sound advice. At Investment Secure, we’re not just managing money — we’re helping you build a secure tomorrow.
25
years Experience
Handling tough Financial tasks
Giving Futures to your Investment
not Just Promise, a result delivered
Giving wings to financial dreams
About Us
Welcome to
Welcome to
Investment Secure
Investment Secure by Sanjeev Sharma is a trusted financial advisory service provider based in India, specializing in helping individuals and families secure their financial future through a wide array of investment solutions. With a focus on long-term wealth creation and financial planning.
- Life Insurance
- Mutual Fund Investments
- SIP
- Health Insurance
We don’t just save your money—we save your time, too.
How we works
We Plan for your Growth
Appointment
We begin with a personal meeting or call to understand your background, financial goals.
01
Know Client Needs
Through careful listening and guided questions, we identify your short-term and long-term needs.
02
Market Research
Our team analyzes current financial products, market trends, and investment opportunities.
03
Start Investing with Smart Ideas. Appointment
Why Choose Us
Reason for Choose
Reason01
Industry Knowledge
We bring years of experience and deep understanding of insurance, mutual funds, SIPs..
Reason02
Trusted Partnerships
We collaborate with top institutions like LIC, leading banks, NBFCs, and mutual fund companies....
Reason03
Transparent
We believe in doing business the right way—no hidden charges, no confusing jargon, and no pushy sales.
Reason04
Goal-Oriented
Whether it’s saving for your child’s education, planning your retirement, or growing your wealth.
Reason05
Time Savings
No need to research endlessly; we bring the right options directly to you. Fast documentation..
About Us
Extensive Knowledge.
Extensive Knowledge.
Trusted Expertise.
25
Years
Experience in
Investment's
- Strong Product Understanding
- Market-Driven Insights
- Customized Recommendations
- Problem-Solving Approach
- Wide Institutional Knowledge
India Based Consulting Firm
At Investment Secure by Sanjeev Sharma, we bring extensive knowledge of India’s dynamic financial landscape, backed by years of experience and continuous learning.
Our deep understanding of market trends, insurance products, investment instruments, and banking solutions empowers us to recommend the most suitable and strategic options for every client.
What Sets Our Knowledge Apart:
Your Financial Partner for Life.
Finest Consulting
Company
2000
Award Winning Investment Advisor
With years of experience in financial services, Sanjeev Sharma is a trusted Investment Advisor dedicated to helping individuals, families, and professionals plan and grow their financial future.
SIP
Power of SIP
Money Per month(₹)
Interest Rate(%)
Year(s)
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Avg.Rating 4.8/5
Based on 2,500 Client
Reviews.
Testimonials
Clients about our Service
"Sanjeev Sharma guided me through my first mutual fund and LIC investments with so much clarity. I never felt overwhelmed. Highly recommended!"
Ravneet Singh
Professional, trustworthy, and always available for advice. My portfolio has grown steadily, and I feel confident about my retirement plan now.
Manish Goyal
The best part is how personalized everything is. Sanjeev ji really understood my needs and gave me a proper roadmap. Very satisfied!
Arun Malik
Partners
Our Partners
Investment Secure by Sanjeev Sharma is a trusted financial advisory service provider based in India...
