Proyash Capital Management
RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$50K
Accounts
50
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 285568
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Proyash Capital Management is an independent, owner-operated limited liability company that provides fee-based advisory services to individuals and families. The firm charges a percentage of assets under management and focuses on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. It is not identified as a capital allocator and does not report active ESG investing or multistate advisory activity in the source material.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Sunil Sharma
Financial AdvisorCRD 6178436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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