Vijay Kumar Sharma

SEBI Registered Individual Investment Adviser

Vijay Kumar Sharma is a SEBI Registered Individual Investment Adviser committed to delivering objective, transparent, and client-centric financial advisory services. The advisory practice is built on a strict fee-only fiduciary model, ensuring that all advice is unbiased, conflict-free, and aligned solely with the best interests of clients — without any influence from commissions or product-linked incentives.

With over 39 years of distinguished corporate experience in the Oil & Gas industry, Mr. Sharma retired as an Executive Director and brings deep expertise in governance, risk assessment, finance, and information systems. His professional journey includes extensive cross-functional exposure across HR, Finance, and IT, providing a strong analytical foundation for disciplined and structured financial planning.

Academically, he holds a Postgraduate degree in Science (Physics) and an MBA, complemented by executive education from premier institutions such as IIM Kolkata. This blend of technical, managerial, and financial knowledge enables him to deliver ethical, goal-oriented, and well-researched financial advice.

The advisory practice offers comprehensive services across the entire financial lifecycle — from accumulation and wealth creation, to pre-retirement planning, and retirement income and legacy planning. Each engagement begins with a deep understanding of the client’s goals, risk profile, and life stage, ensuring personalized strategies that evolve with changing needs.

Operating from 3/8 Ashirwad Enclave, Chakrata Road, Dehradun, the practice is committed to maintaining robust infrastructure, meticulous record-keeping, and strict compliance with SEBI (Investment Advisers) Regulations, 2013, including adherence to the highest standards of transparency and regulatory integrity.