Business Details
9 Years
experience
Your Trusted Partner for Financial Advisory Solutions
ProYash Capital Management has been dedicated to providing objective wealth management services since 2017. Our team of certified professionals combines analytical rigor with personalized strategies to create investment portfolios aligned with each client's unique financial goals. As a fee-only Registered Investment Advisor, we operate under a fiduciary oath that prioritizes client interests above all else. Our approach eliminates conflicts of interest by avoiding commissions, proprietary products, and hidden fees while leveraging relationships with regulated custodians like Charles Schwab and Interactive Brokers.With expertise in retirement planning, tax-efficient strategies, and portfolio diversification, we serve individuals and small businesses seeking transparent, conflict-free financial guidance. Our founder, Sunil Sharma, brings advanced credentials including CFA, CFP, and MBA to every client relationship. We maintain rigorous compliance standards through third-party custodianship that prevents direct access to client assets while ensuring professional management oversight.
Services
Retirement Planning
Wealth Management
Investment Advisory
Financial Planning
Portfolio Diversification
Details
- Year established: 2017
Highlights and features
- We are a flat fee based Registered Investment Advisor (RIA) with no commissions
- Our advisers operate under a fiduciary oath ensuring your interests come first
- We guarantee complete transparency with no hidden fees or proprietary products
- We implement tailored investment strategies based on individual financial goals
- Our team holds advanced credentials including CFA, CFP, and MBA designations
Associations and certifications
- Registered Investment Advisor (RIA)
- Certified Financial Planner (CFP)
- CFA Institute (CFA charterholder)
Services
Retirement Planning
Our retirement planning service creates customized strategies for pre-retirees and retirees. We analyze current financial status, projected needs, and market conditions to develop sustainable withdrawal plans. The service includes tax optimization, Social Security maximization, and estate planning coordination to ensure financial security throughout retirement years.
Wealth Management
Wealth management services combine portfolio construction with comprehensive financial planning. We develop diversified investment strategies tailored to individual risk tolerance and financial goals. The service includes ongoing portfolio monitoring, rebalancing, and performance reporting to help clients grow and preserve wealth across market cycles.
Investment Advisory
Our investment advisory service provides professional portfolio management with transparent fee structures. We implement evidence-based investment strategies using low-cost, diversified funds. The service includes regular portfolio reviews, tax-efficient trading strategies, and access to institutional-grade investment products through regulated custodians.
Financial Planning
Comprehensive financial planning covers all aspects of personal finance including cash flow analysis, debt management, and insurance evaluation. We create integrated plans addressing short-term needs and long-term objectives. The service includes scenario modeling and regular progress tracking to adapt to changing life circumstances.
Portfolio Diversification
Portfolio diversification strategies reduce risk through strategic asset allocation. We implement modern portfolio theory principles to balance different asset classes based on individual risk profiles. The service includes ongoing risk assessment, correlation analysis, and tactical adjustments to maintain optimal diversification across market conditions.
People
Sunil Sharma
Founder & CEO
Sunil Sharma, founder of ProYash Capital Management, holds CFA, CFP, and MBA credentials. With extensive experience in financial planning and investment management, he leads the firm's advisory services from Darien, Connecticut. His expertise focuses on retirement strategies and portfolio optimization.
Questions
What services does ProYash Capital Management offer?
We provide retirement planning, wealth management, investment advisory services, comprehensive financial planning, and portfolio diversification strategies tailored to individual client needs.
Are you a fee-only financial advisor?
Yes, we operate as a flat-fee Registered Investment Advisor with no commissions, kickbacks, or hidden fees in our investment advisory services.
How do you protect client assets?
Client assets are held in separate accounts through regulated custodians Charles Schwab and Interactive Brokers, with no withdrawal access by our firm.
What qualifications do your advisors hold?
Our advisors hold prestigious credentials including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and MBA designations.
Do you offer free consultations?
Yes, we provide a no-obligation free initial consultation to discuss your financial situation and goals before any service commitment.
