Sharad Mishra & Associates
Sharad Mishra, is our chief investment and trading analyst who has been tracking the Indian Financial markets since 1999. He is Director and Chief Investment Officer at Kriis Portfolio Pvt. ltd where with his pervasive experience and proficiency in market assessment, he facilitates framing of investment strategies to expand investment returns according to the risk appetite of the clients. A Business Management Alumnus of IIM Calcutta with a Bachelor of Science in Mathematics & Statistics from the University of Lucknow, Sharad has spearheaded teams at reputed and credible institutions such as Tata Securities, IndusInd Bank, and Yes Bank Mumbai. His love for numbers and his ability for strategic thinking led him into this field at an early age and his experience has made him realize the importance of a sound strategy for spotting the right stock picks and right investment options for his clients.
As a SEBI registered Research Analyst, he was a part of Business Television of India’s flagship shows “F&O Spotlight” and “The Chartist” where his precision was above 70% in discussed securities. Sharad offers investment advisory services and also conducts corporate training on Fundamental and Technical Analysis of Financial Markets. His offline and online training modules like the ‘Modified Option Trader’, Modified Fundamental Analyst’ and ‘Modified Technical Analyst’ are most popular.
SEBI Registered Research Analyst
Miss Ramandeep Arora, partner, SM&A is an Investment Advisor with acumen and expertise in portfolio management of Ultra High Networth Individuals. She spearheads the Financial Planning and Wealth Management arm of the firm and has been a part of it for 8 years. Having Graduated from Symbiosis Pune, Ms. Arora has been actively working in the field for 13 years – being part of Standard Chartered Bank, IndusInd Bank and Yes Bank for HNI Wealth Management. She also participates quite regularly on media interactions related to investment advisory.
A notable achievement is creating the concept of 365 days service guarantee towards HNI clients citing problems faced by Ultra HNI clients in managing their investment portfolio due to constant change in Relationship Management teams of Private Wealth Advisors managing these clients.
Ms. Arora is an expert in Estate Planning and Tax Planning and she believes in a simple vision – “We Care” – a Service Guarantee towards our esteemed clients.
Ramandeep Kaur Arora
Partner & Head Financial Planning & Wealth Management