About Amit Sharma & Digital Gyani

Transforming Financial Advisors into Trusted
“Financial Doctors” of India

I am Amit Sharma, Founder of Digital Gyani — a mission-first platform dedicated to changing the condition, confidence, and respect of financial advisors, insurance agents, and consultants across India.

If you have ever felt under-valued, under-trained, or stuck using old selling methods in a fast-changing digital world — this page is written for you.

Join the Mission

For advisors, agents & professionals who want to grow with dignity, clarity, and digital power.

Amit Sharma

Founder, Digital Gyani

On a mission to transform lakhs of advisors into skilled, ethical, and digitally empowered professionals who are respected like doctors in their community.

Location: India & serving advisors across Bharat & Nepal.

Our Origin Story

How Digital Gyani Started in 2023

Digital Gyani was founded in 2023 by Amit Sharma, in collaboration with Yogendra Malik, with one clear intention — to change how India looks at financial advisors forever.

Born from real struggles

We saw good advisors quietly leaving the industry

Amit and Yogendra spent years meeting advisors and agents across different cities. One pattern was constant — hardworking people were failing, not because they were dishonest, but because they were under-trained and under-prepared for the new digital market.

Most of them were still dependent on old methods: cold calls, product pushing, and hope. They had no clear systems, no personal brand, and no digital presence. Many started doubting themselves, their profession, and even their future.

This is where the seed of Digital Gyani was planted — not as another course, but as a movement to rebuild confidence, skill, and respect for advisors in India.

2023

The year the mission took shape

Amit Sharma & Yogendra Malik formally launched Digital Gyani with a single question:

What if every advisor was trained like a specialist doctor?
What if selling was replaced with ethical financial diagnosis?
What if digital tools worked for the advisor, not against them?

Digital Gyani became the answer to these questions.

The Real Problem

Why most advisors struggle in a digital-first India

Behind every policy, SIP, or investment plan, there is an advisor trying to do their best — but the system around them is broken.

Most advisors are judged only on sales numbers — not on ethics, knowledge, or long-term client impact. No wonder both advisors and clients end up frustrated.

For Advisors

Struggling to grow despite hard work
Lack of structured training & digital skills
Difficulty generating quality clients, not just any leads
Low confidence due to communication gaps
High dependency on outdated selling methods

For Clients

Wrong or misfit product recommendations
Lack of proper financial diagnosis or guidance
Confusion between "policy seller" and "advisor"
Loss of trust in the entire advisory community

This is how a trust gap was born between advisors and clients. And unless we fix this, no product, no campaign, and no incentive plan can truly change the industry.

Why We Exist

Digital Gyani is not just a training platform. It is an industry transformation mission.

Every session, every tool, and every system inside Digital Gyani is designed with one question in mind:

“Will this help an advisor become more ethical, more confident, and more useful to their client?”

To change the condition of advisors in India
To upgrade skills, mindset, and digital capabilities
To ensure clients receive the right financial guidance
To rebuild long-term trust between advisors and families

From "Policy Seller" to "Financial Doctor"

We coined the term “Financial Doctor” to redefine how an advisor sees themselves.

A Financial Doctor does diagnosis before prescription
Understands the full life situation of the client
Recommends products like treatment, not like a sales offer
Focuses on long-term health of client’s finances

Digital Gyani exists to help you become that kind of advisor — respected, trusted, and remembered.

What We Do

Practical, action-based systems for advisor growth

We don’t just teach theory. We work on implementation, systems, and habits so that your growth is consistent and predictable.

Digital Marketing Training

Learn exactly how to use social media, content, and digital funnels to attract the right type of clients into your world.

Lead Generation Systems

Set up predictable client inflow using proven funnels, campaigns, and follow-up systems — without depending only on manual follow ups and luck.

Content & Video Creation

Learn how to speak on camera, create simple yet powerful videos, and build a personal brand that attracts trust and premium clients.

Business Growth & Closing Skills

Upgrade your communication, presentation, and closing skills so that you can earn with dignity, clarity, and confidence.

Mission & Vision

A mission bigger than any single policy or plan

Digital Gyani is built on a simple idea — when the advisor grows, the client grows. And when the client grows, the nation grows.

This is not just a statement. It is the filter through which we design every program, every live session, and every tool.

Our Mission

Transform lakhs of advisors into skilled, ethical professionals
Build systems where advisors grow and clients benefit together
Remove the negative perception around financial advisory
Create a new generation of digitally empowered financial experts

Our Vision

Every advisor is confident, skilled, and respected
Clients trust advisors the way they trust their family doctor
Financial decisions are taken with clarity and awareness
The industry grows with honesty, professionalism, and digital power

Our Core Belief

“When the advisor grows, the client grows. And when the client grows, the nation grows.”

If you are an advisor, agent, or entrepreneur who wants to grow in today’s digital world — Digital Gyani is your platform.

You don’t need to figure everything out alone. You need the right guidance, community, and systems that understand the ground reality of the Indian market.