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Why Should You Listen to Me?
Because...
I have helped 500+ high-income professionals take control of their money.
I have worked with business owners, executives, doctors, and professionals who struggle to grow wealth despite earning well.
I’ve seen people make the same money mistakes over and over again – and I know exactly how to fix them.
The Truth About Taxes – What They Don’t Want You to Know
The Right Way to Invest – Building a High-Growth Portfolio
I’ve seen it all…
People who overpay taxes while the rich pay less – legally.
People who work hard but never feel financially free.
People who save but never see real growth.
People who invest blindly and regret later.
People who overpay taxes while the rich pay less – legally.
I’m here to change that.
I have spent 15+ years mastering financial planning, tax optimization, and wealth-building strategies. I’ve helped countless professionals legally save lakhs, build passive income, and secure their financial future.
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My Clients Speak!
(Real stories from professionals who transformed their finances!)
I came to know about Sharath through a close friend of mine and Sharath has been handling his personal finances for almost 4 years now. Though I have become Sharath's client recently, I have known his expertise in the field for 4 years now. So what made me sign up for his services after so long. I had 2 major problems wrt my personal finances. 1) All my investments so far were targeted only in real-estate sector 2) My investments had no linkage to my future expenses. Both these issues started concerning me quite a bit recently, so I decided to explore his services.
Ramkumar Madhavan
Engineering Director at Intel Corporation
I have done some kind of Financial planning since I got out of college. However that was mainly saving money and depositing in a bank, getting a fixed deposit done and be happy (sorry I am a bit old school). Around 2004 I started working with a reputed bank in India to help invest money in various schemes. I was the lucrative NRI that time and a bit naive when it came to financial planning. Unfortunately I was duped in making some wrong investments and lost heavily. My trust was eroded and I was back in saving my money the old fashioned way.
Vishal Gupta
General Manager, Co-Founder, Motivational Speaker, Executive Coach, Change Maker
Sharath, my money man. The first time we met in person - he changed my perspectives on making my money work for me. I have always considered myself wise with my money but through our constant engagements and conversations we have seen how I can make my investments work better. My portfolio has become more diverse and dynamic since Sharath has been part of my investment decisions. I recommend him highly to anyone who wants to make his money work for him vs. work for the money. Wishing you the best always Sharath.
Abdul Nasir Shaikh
CEO - Lexicon Group of Institutes
Sharath is not your typical Financial Planner and a Product Manager who’s greedy (because of commission) about selling financial products without validating the customer’s need of it. He has a higher purpose towards ensuring financial discipline in his clients’ life. He’s a financial coach, educator and leaves the financial decision of investment on to you. The education he provides is so relatable and contextual and I feel it is the most important and crucial part of managing finances and ensuring peace of mind.
Urvil Khakhar
Internal Audit | Corporate Governance | Enterprise Risk Management | Internal Controls | High Performing | A People Person | Mentor
I met Sharath through a colleague of mine about 4 years ago. By that time I have had more than a fair share of misfires with financial advices and had no idea how to manage money. 2 things stuck to me about Sharath during the first interaction - he was not there to sell any product, and second he stressed on 'me loving my money'. Sharath's approach is that of a guardian and a coach - he stresses on me understanding what I need to do more than doing it itself. So that I am on the same page with him why I am making certain investments.
Dipanjan Dutta
Vice President Of Engineering at Radisys Corporation
Well, the road to betterment starts with the realization -- ‘I Don’t Know’, ‘I need help’! It was exactly this story a couple of years back that my wife and I debated on Best tools for Investment. Since both of us thought we knew it all and with personal and family experience to back our beliefs discussed on options and realized that neither had concrete proof to prove our points and decided to seek expert help. With luck by our side, we discovered ‘Sharath Mascarenhas’ with our first workshop. I still remember my reluctance on believing if somebody could break my belief system however this is exactly what happened.
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