loading="eager" fetchpriority="high" decoding="sync" />
IdentityTavish Sharma, CFA, is an investment professional with over 4 years of experience in global investment research and portfolio advisory, supporting client portfolios across the US, Europe, and APAC. As the first hire at Kartouche Holdings, a multi-family office advisory firm, he built investment and business processes from the ground up and led investment research and portfolio reviews across equities, fixed income, and alternatives.
Previously, at Kristal AI, a private wealth platform, he served as a private markets analyst and executed more than USD 10 million in global private‑market transactions for high‑net‑worth clients. He specializes in client profiling, investment strategy, and clear, consistent communication of portfolio actions.
He grew up in Delhi, India, and holds a bachelor’s degree in business management from Christ University.
Dahisar East Parbat Nagar,
Mumbai
Certified
