Ajay Sharma

Ajay Sharma is the Founder and Chief Investment Officer of Cycas Investment Advisors, a SEBI-registered investment advisory firm based in India. A keen observer of markets for most of his life, Ajay has been actively involved in Indian capital markets since 2013. His investment journey has been shaped by skepticism, a commitment to developing divergent perspectives, and a conservative philosophy—principles he believes can bring about more socially efficient outcomes in wealth management. Ajay holds a B.Sc. in Financial Economics and an M.A. in Economics from the University of Toronto and is a CFA Charterholder.

Founded in 2019 as an equity advisory service, Cycas Investment Advisors quickly recognized a deeper challenge: many clients lacked structured, systematic wealth management plans. Portfolios were often ad hoc, costly, inefficient, and poorly aligned with client goals. Rather than add services to these disorganized portfolios, Cycas chose to focus on solving the core problem—helping clients build holistic, efficient, and goal-driven wealth strategies. By 2020, the firm pivoted entirely to this mission, offering wealth management services for high-net-worth individuals and treasury advisory for corporate clients.

Operating in an industry marked by mis-selling, conflicts of interest, and sales-driven models, Cycas sets itself apart with an independent, fee-only, fiduciary approach. Ajay and his team are driven by the belief that financial objectives directly impact quality of life, and that transparent, objective wealth management empowers individuals and families to secure a stronger financial future. In a sector often plagued by non-alignment of incentives, Cycas remains committed to client-first principles—helping clients grow and protect their wealth with clarity, discipline, and trust.