A family-led partnership firm delivering seasoned market expertise, portfolio management, and exclusive banking solutions for discerning investors across India.
Consult with Us →Our Partnership
Sharma Consultancy is a family partnership firm built on a foundation of trust, rigorous market discipline, and over two and a half decades of hands-on experience in Indian equity markets. What began as a singular passion for trading has grown into a comprehensive financial advisory practice serving clients across the country.
Our senior partner brings unmatched depth in markets — having actively traded through multiple bull and bear cycles, he has developed an intuitive understanding of price behaviour, risk, and opportunity that no textbook can replicate. This legacy of market wisdom is complemented by our second-generation partner's expertise in wealth management, HNI banking, and financial planning — ensuring every client receives end-to-end advisory that is both battle-tested and forward-looking.
We are not a large institution. We are a partnership — which means every client engagement receives the full attention of our principals, not a junior analyst.
With over 25 years of active trading experience across Indian equity markets, our senior partner has navigated every major market cycle — from the dot-com era to post-COVID recoveries. His deep expertise in technical analysis, intraday trading, and long-term equity selection forms the bedrock of Sharma Consultancy's market edge.
Specialising in wealth management, HNI banking, and financial strategy, Surya brings institutional-grade advisory to individual clients. From structuring banking relationships and optimising credit card rewards for high-net-worth individuals, to portfolio planning and equity research — Surya bridges traditional market wisdom with modern financial solutions.
What truly sets us apart is the combination we bring to every client — a father's 25+ years of hard-earned market instinct, refined through real trades across every kind of market condition, paired with a son's deep knowledge of modern finance, wealth management, and HNI banking. One brings the wisdom to read markets. The other brings the tools to build wealth around them. Together, we offer our clients something no single advisor can: the full spectrum of financial expertise, delivered by people who are genuinely invested in your outcomes.
Our Expertise
Bespoke portfolio strategies crafted around your financial goals. We employ rigorous quantitative analysis and deep market insight to optimise risk-adjusted returns across every market cycle.
Proprietary research methodologies identifying high-conviction investment opportunities through both fundamental and technical analysis — refined over 25+ years of live market experience.
In-depth equity valuations and sector analysis delivering actionable insights for informed investment decisions at every horizon — short, medium, and long term.
We manage end-to-end banking relationships for high-net-worth individuals — from selecting the right premium banking products to ensuring every rupee of your banking footprint works harder for you.
Turn everyday spending and large transactions into significant value. We help HNI clients strategically select and use premium credit cards to maximise reward points, cashbacks, and lifestyle benefits.
Holistic wealth planning that integrates investment strategy, banking efficiency, and long-term financial security — tailored for individuals, families, and business owners.
Market Intelligence
Markets are reacting to global geopolitical uncertainty — but for investors with a long-term horizon, corrections driven by fear rather than fundamentals have historically been among the best entry points. We believe this moment is no different. Volatility is temporary; quality compounding is permanent.
Tactical approaches to portfolio optimisation during market uncertainty. Learn how to protect capital while positioning for recovery across cycles.
Mid and small cap stocks have corrected significantly from their recent highs. While broader caution is warranted, quality mid-caps and small-caps with strong fundamentals and clean balance sheets are now available at compelling valuations. These are potential buying opportunities — and for that, you know who to reach.
A strategic guide to earning maximum reward points when making advance tax payments, vendor settlements, and large business transactions using premium credit cards.
Let's discuss how we can help you achieve your financial and investment goals.