Mutual Funds
Invest in diversified mutual fund portfolios tailored to your risk appetite and financial goals with expert guidance every step of the way.
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Trusted Mutual Fund Distributor Since 2008
Invest Smart,
Secure Your Future
Trusted financial guidance since 2008 — mutual funds, life insurance, health insurance, and retirement planning tailored to your goals.
Contact NowAbout Us
Building Wealth & Protecting Futures Since 2008
Mr. Seetaram Sharma, founder of Sankalpashree Wealth, has been a trusted Mutual Fund Distributor in Ujjain for over 18 years. As a certified LIC agent and Member of the Zonal Manager's Club for Agents, he specialises in mutual funds, life insurance, health insurance, retirement planning, and comprehensive.
LIC Agent – Since 2008
Mutual Fund Distributor
Retirement Planning Expert
aboutFeature4
Mr. Seetaram Sharma
Founder & Mutual Fund Distributor, Ujjain
Why Choose Us
Trusted Guidance for Smart Decisions
With 18+ years of hands-on experience, we provide personalised financial solutions that align with your life goals — from wealth creation to family protection.
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Expert Financial Guidance
Decades of experience in mutual funds, LIC insurance, and investment planning help us deliver advice that is truly in your best interest.
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Complete Insurance Coverage
From life and health to general and accident insurance, we help you protect what matters most with the right coverage at the best price.
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Personalised Financial Planning
Every client gets a customised plan — whether you are saving for education, retirement, a home, or a dream vacation.
18+
Years of Consulting
1400+
Happy Clients
10+
Services Offered
2000+
Plans Guided
100%
Client Satisfaction
Our Services
Professional Services We Offer
From mutual funds to insurance, we offer end-to-end financial services to help every individual achieve their financial goals.
Retirement Planning
Build a robust retirement corpus with structured SIP plans and annuity-linked strategies so you retire with complete financial independence.
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Life Insurance
Secure your family's future with the right life insurance policy — term, endowment, or ULIP — from India's leading insurers including LIC.
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Health Insurance
Protect yourself and your family from rising medical costs with comprehensive health insurance plans and wide network hospital coverage.
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General Insurance
Safeguard your valuable assets — vehicle, home, and more — with the right general insurance plan at the most competitive premiums.
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Testimonials
Hear From Our Clients
Real stories from real clients who have trusted us with their financial future.
Mr. Seetaram Sharma helped me plan my retirement at 40. His guidance on SIPs and insurance has completely transformed my financial life. I feel secure knowing my family is protected.
Rajesh Patidar
Retired Engineer, Ujjain
I was confused about mutual funds and LIC policies. Seetaram ji explained everything clearly and helped me choose the right plan for my children's education. Highly recommended!
Priya Malhotra
Teacher, Ujjain
Thanks to Sankalpashree Wealth, I have been doing SIP for 5 years now. My portfolio has grown steadily and I now feel confident about my financial future. Excellent service and transparent advice.
Amit Sharma
Business Owner, Ujjain
Frequently Asked Questions
Find answers to the most common questions about our financial services.
You can start a SIP with as little as ₹500 per month. There is no maximum limit. The earlier you start, the more you benefit from the power of compounding.
LIC is a government-backed insurer with a strong claim settlement record. Both LIC and private insurers offer good policies. We help you compare and choose based on your specific needs.
The right fund depends on your risk appetite, investment horizon, and financial goals. We assess your profile and recommend the most suitable funds — equity, debt, or hybrid.
Term insurance provides pure death benefit at low cost for a fixed period. Whole life insurance covers you for life and includes a savings component. We help you decide which fits your goal.
The earlier, the better — ideally in your 20s or 30s. Starting early allows you to accumulate a large retirement corpus through disciplined SIP investments over a longer period.
Yes. Investments in ELSS mutual funds, LIC premiums, PPF, and health insurance qualify for tax deductions under Section 80C and 80D of the Income Tax Act.
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