Proyash Capital Management

Company Overview

ProYash Capital Management, located at 148 Old Kings Hwy North, Darien, CT-06820 US, is a wealth management firm dedicated to providing competent and objective advice to individuals and small businesses. Our analytical and disciplined approach to managing funds allows us to tailor each investment portfolio to fit your unique goals and objectives, facilitating your long-term strategies for future growth and the fulfillment of your dreams. We offer a no-obligation free consultation to discuss your concerns, your current financial situation, and how we can work with you to meet your short-term and long-term financial goals.

Fee Only

As a flat-fee based Registered Investment Advisor (RIA), ProYash Capital Management does not receive any commissions as part of our investment advisory services. Our advisers are derived solely from our client, and our clients pay no commissions, kickbacks, trailers, or hidden fees. This ensures that we always put our clients' interests first and are free from conflicts of interest that are common among other firms. We choose from only the best available investment solutions and lowest priced financial solutions, never limited by proprietary investment or any firm-specific products. As CFPs, we have taken a fiduciary oath, further ensuring that your interests come first. With sound and impartial financial advice, you can enjoy the comfort and peace-of-mind that you deserve.

Security of Your Assets

At ProYash Capital Management, we take the security of our clients' assets seriously. If we are your financial planner, your assets will be held in your own personal accounts, and we will not be able to withdraw assets from your account. The custody of your assets will be held with Charles Schwab & Interactive Brokers, both of which are registered Broker-Dealers, Futures Commission Merchants, and Forex Dealer Members, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), and the National Futures Association (NFA). They are also members of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. As Registered Investment Advisors, our only access to your account will be to manage investments and charge an advisory fee.

Meet Our Founder & CEO

Sunil Sharma, MBA, CFA, CFP, is the founder and CEO of ProYash Capital Management, based in Darien, Connecticut. He holds the designation of Certified Financial Planner (CFP) and has extensive experience in the financial industry. With his expertise and commitment to his clients, Sunil is dedicated to helping his clients achieve their financial goals.

Our Services

Our services are designed to meet the unique needs of our clients. As a fee-only wealth management firm, we offer a range of services, including:

• Retirement Planning: We work with our clients to create a customized retirement plan that takes into account their unique goals, risk tolerance, and time horizon. Our retirement planning services include 401(k) and IRA rollovers, Social Security planning, and retirement income planning.
• Investment Management: Our investment management services are designed to help our clients grow their wealth over time. We use a disciplined investment approach that is tailored to each client's unique goals and risk tolerance. Our investment management services include portfolio construction, asset allocation, and security selection.
• Financial Planning: Our financial planning services are designed to help our clients make informed decisions about their money. We work with our clients to create a customized financial plan that takes into account their unique goals, values, and financial situation. Our financial planning services include cash flow management, debt management, and estate planning.
• Business Owner Services: As a wealth management firm that serves small businesses, we offer a range of services designed to help business owners manage their finances effectively. Our business owner services include retirement plan consulting, succession planning, and key person insurance.

At ProYash Capital Management, we are committed to helping our clients achieve their financial goals. Whether you are an individual or a small business owner, we have the expertise and experience to help you make informed decisions about your money. Contact us today to schedule a free consultation and learn more about how we can help you.