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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Sunil Sharma

    Financial AdvisorCRD 6178436

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth