Independent mutual fund distribution, built around one idea: recommend what fits the client, explain it plainly, and stay involved after the investment is made.
Our story
Sharadha Investments Services is an AMFI-registered Mutual Fund Distributor (ARN-270263), helping individuals, families and NRIs invest in mutual funds and manage their mutual fund portfolios towards long-term goals.
We work as a distribution and guidance practice — not a fund manager and not an investment adviser — helping clients access schemes across 26 fund houses, understand the trade-offs between them, and review their portfolio as life and markets change.
Our approach is simple: understand the goal first — a child's education, a retirement date, a house — and only then talk about which mutual fund schemes fit.
Meet the founder
Founder, Sharadha Investments Services
B.Com · NISM certified IFA
With over 34 years of experience in the financial industry, he has played the role of a trusted Mutual Fund Distributor, specialising in mutual fund investment solutions for individuals and families. His consistent, goal-focused approach has earned him a reputation for diligent service to mutual fund investors.
Fifteen years ago, he founded Sharadha Investments Services, a firm focused on mutual fund distribution, and grew it into a successful venture. His consultative approach emphasises goal-based mutual fund investing, leveraging his deep industry knowledge to help clients work towards their long-term goals while navigating complex market dynamics. With a proven track record of success and a client-first philosophy, he continues to provide insightful, results-driven guidance in today’s evolving investment landscape.
Meet the managing partner
Managing Partner & Operations Head
B.Com · Executive MBA, IIM Kozhikode · NISM certified MFD
With 7+ years of experience in investment consulting, she is a dedicated finance professional holding an Executive MBA from IIM Kozhikode. Over that time she has developed expertise in mutual fund investing and client servicing.
Certified as a Mutual Fund Distributor, she specialises in mutual fund investments, including ELSS tax-saving funds. She helps clients build mutual fund portfolios suited to their long-term goals.
With her consultative approach, she offers clear, practical guidance that helps clients understand their mutual fund investments, and makes sure every folio is set up and serviced correctly.
How we work
What is this money for, and by when do you need it?
Map the goal to a mix of mutual fund categories and a SIP or lumpsum commitment.
Shortlist suitable mutual fund schemes and complete the paperwork correctly, the first time.
Check progress against the goal and rebalance when it genuinely helps.
