Shriram Sharma

Shriram Sharma has a diverse work experience spanning various roles and industries. Shriram started their career as an intern at Pankaj R Shah & Associates, where they gained exposure to different departments such as tax litigation and international taxation. During this time, they analyzed financial statements, prepared tax calculations, and worked on appeals for large clients.

After their internship, Shriram joined Larsen & Toubro Power as a Senior Executive, where they worked from November 2016 to April 2018. Shriram then moved on to YourStock, where they worked as a Financial Author, writing about topics like personal finance, tax planning, and retirement planning.

In 2019, Shriram joined tarrakki, a wealth tech infrastructure platform, as part of the founding team. Shriram held multiple roles during their time there, including Head of Business Development and Chief Investment Advisor. In these roles, they were responsible for portfolio construction, financial modeling, and providing investment advisory services.

Currently, Shriram is working at Abhi Loans as the Head of Digital Alliance, a role they started in July 2023. Overall, they have gained expertise in financial planning, investment advisory, and operations management throughout their career.

Shriram Sharma's education history is as follows:

From 2017 to 2019, Shriram Sharma attended the CFA Institute USA and obtained a degree in Finance Analysis, specializing in CFA.

Between 2013 and 2016, Shriram Sharma studied at The Institute of Chartered Accountants of India, where they earned a degree in Chartered Accountancy with a focus on Accounting and Finance. During this time, they also obtained additional certifications, including GMCS (obtained in August 2016), Advance level of IT training (obtained in June 2016), Orientation Programme (obtained in August 2013), and IT Training (obtained in July 2013).

In 2018 and 2020, Shriram Sharma attended the Global Association of Risk Professionals (GARP) to pursue a degree in Financial Risk Management, specializing in Financial Risk.

In 2020, Shriram Sharma also obtained an Investment Advisory Certification from the National Institute of Securities Markets (NISM).

Prior to these achievements, Shriram Sharma completed a Bachelor of Commerce (B.Com.) from S.K. College between 2013 and 2015, majoring in Accounting and Business/Management. Shriram completed their Higher Secondary education in Business/Commerce from Sofia Central School in the years 2011 and 2012.

Additionally, Shriram Sharma has obtained various additional certifications, including Time Management (obtained in June 2021) from Ankur Warikoo, Mutual Fund Distributor (obtained in November 2020) from the National Institute of Securities Markets, and NISM Investment Advisory Level 1 and Level 2 (both obtained in January 2020) from the National Institute of Securities Markets.