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 build and manage mutual fund portfolios, insurance cover and long-term financial plans.
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 product fits.
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 strategic investment solutions across mutual funds, Alternative Investment Funds (AIF) and other wealth-building avenues. His comprehensive approach has consistently delivered superior market returns, earning a reputation for excellence in managing client portfolios.
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 personalised financial strategies, leveraging his deep industry knowledge to help clients achieve their long-term financial 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 financial management.
Certified as a Mutual Fund Distributor, she specialises in mutual fund investments and tax-saving strategies. She helps clients build personalised investment portfolios, reduce tax liabilities and create sustainable financial plans tailored to their long-term goals.
With her consultative approach, she offers clear, actionable advice that empowers clients to take control of their financial future. Whether for tax planning or personal finance, she delivers solutions that prioritise both growth and security.
How we work
What is this money for, and by when do you need it?
Map the goal to an investment mix and a monthly or lumpsum commitment.
Shortlist suitable schemes and complete the paperwork correctly, the first time.
Check progress against the goal and rebalance when it genuinely helps.
