ABOUT
Technology, analytics and a disciplined view of investing.
Vaibhav Sharma combines a background in Computer Science Engineering and Business Analytics with more than seven years of personal experience studying investments and markets.
Vaibhav Sharma · Faridabad · Delhi NCR
BACKGROUND
A process built on evidence.
Vaibhav Sharma approaches investing through the combined lens of technology, analytics and finance.
His background in Computer Science Engineering and Business Analytics shaped a preference for evidence, structured decision-making and measurable review rather than intuition alone.
After more than seven years of personal experience studying markets and investments, he began helping investors organise their mutual fund decisions around goals, allocation, risk and long-term discipline.
His role is not to predict every market move. It is to help investors make more informed decisions and follow a clearer process.
The objective is not to predict every market move. It is to build a process strong enough to stay useful through different market cycles.
PHILOSOPHY
What the approach actually rests on.
Research first
Decisions are worked through with evidence and reasoning, then explained in plain language before anything is implemented.
Discipline over drama
The plan is designed to survive volatile markets, so reacting to headlines is rarely the right move.
Diversification
Concentration is the fastest route to an outcome you did not choose. Allocation is treated as the first decision, not the last.
Long-term thinking
Portfolios are built for a horizon measured in years, and reviewed against goals rather than against last quarter.
Transparency
How this business is paid, and what it can and cannot do, is stated openly rather than buried.
Personal attention
You speak to the same person each time, and that person remembers the context of your last conversation.
EDUCATION AND CERTIFICATIONS
Qualifications, stated plainly.
B.Tech in Computer Science Engineering
An engineering grounding in systems, logic and evidence.
MBA in Business Analytics
Analytics training applied to research and decision-making.
NISM certification in Mutual Fund Distribution
NISM certification in Research Analysis
NISM certification in Equity Derivatives
NISM certification in Portfolio Management Services education
Holder of relevant NISM certifications across mutual fund distribution, research analysis, equity derivatives and portfolio management education.
REGULATORY IDENTITY
- Operating as
- Vaibhav Sharma, carrying on business under the name Wealth with Vaibhav, in his individual capacity in India.
- Public designation
- AMFI-Registered Mutual Fund Distributor and Investor Educator
- Service area
- Faridabad and Delhi NCR
NISM certifications indicate completion of specified certification requirements. They do not, by themselves, represent registration with SEBI as an Investment Adviser, Research Analyst or Portfolio Manager.
Full disclosures, including how this business is paid, are set out on the regulatory disclosures page.
AMFI-Registered Mutual Fund Distributor and Investor Educator