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Arjun Sharma

Arjun Sharma

2 total reviews

I work at a boutique investment firm, where my role combines the precision of financial analysis with the creativity needed to identify unique opportunities for our clients. Our firm focuses on delivering tailored solutions, so my day-to-day involves deep dives into niche markets, building customized investment strategies, and fostering close relationships with our clients to truly understand their goals.

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Frequently Asked Questions

What if they don't show up?

Calls will be scheduled based on the availability provided by the networker. If something comes up and they're unable to attend, they will reach out to you to reschedule within 7 days of the original meeting. If they don't, please reach out to the networker and cc: whoyouknow@gmail.com.

If they don't show up for the rescheduled call, please reach out to whoyouknow@gmail.com and we will allow you to book another call.

What if I need to reschedule?

We totally understand things come up! You are able to reschedule the call once, but must give the networker at least 2 hours notice. If you do not show to the rescheduled call, you will have to rebook next month or leverage another monthly credit.

What am I allowed to ask?

You are able to ask anything you want, so long as it's career related! The meeting agenda will include several guiding questions, but don’t hesitate to improvise and showcase your unique perspective.

How long do I have to chat with the Networker?

You have a total of 15 minutes from the time the networker joins the call.

Customer Reviews

Based on 2 reviews
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J
Jonah Mabey
Felt like a convo with a friend <3

They were incredibly easy to talk to, and our conversation felt so natural and uplifting—it was like free therapy!

A
Anonymous
Arjun was BEYOND helpful

Here's a sample review you could write:

I am immensely grateful for Arjun taking the time to connect me with their peers at Wealth Simple. Their willingness to leverage their network on my behalf was truly generous and instrumental in opening doors. Thanks to their introduction, I now have an interview and I’m incredibly excited about the possibilities ahead.