Tanuja Sharma

Tanuja Sharma

Taxation and Investment Planner

Professional Introduction

As a distinguished Investment and Taxation Advisor at Yash Capital, I, Tanuja Sharma, bring specialized expertise in financial strategy to our discerning clientele in Delhi NCR. With certifications in Investment Planning, Retirement Planning, and Taxation Planning from the prestigious Certified Financial Planner™ program, I embody the highest standards of financial advisory excellence.

My professional journey includes invaluable experience as a Senior Analyst in Capital Market operations, specializing in Hedge Fund Accounting at Tata Consultancy Services (TCS), before joining Yash Capital in 2019. This unique combination of institutional finance experience and personalized advisory skills, complemented by my MBA in Finance, allows me to offer sophisticated financial solutions tailored to the Indian market context.

Investment Advisory Services

• Strategic asset allocation calibrated to Indian economic cycles
• Equity portfolio construction with fundamental analysis
• Mutual fund selection with SIP optimization
• Alternative investment evaluation (REITs, AIFs, InvITs)

Tax Optimization Strategies

• Comprehensive income tax planning and compliance
• Capital gains structuring and tax-efficient investing
• Strategic utilization of Section 80C-80U deductions
• HUF formation and operational guidance

Retirement Architecture

• NPS tier optimization and asset allocation
• EPF and PPF integration within broader portfolio strategy
• Annuity and pension plan evaluation
• Post-retirement income generation strategies

Life Goal Planning

• Educational funding roadmaps for domestic and international education
• Marriage expense preparation with milestone-based investing
• Residential and investment property acquisition frameworks
• Lifestyle and vacation planning with dedicated investment buckets

Risk Management Solutions

• Term insurance adequacy analysis
• Health insurance portfolio design with critical illness coverage
• Disability income protection strategies
• Professional liability protection

My approach combines analytical precision with genuine empathy for clients' aspirations. Each advisory relationship begins with comprehensive discovery sessions to understand not just financial metrics, but the values and family dynamics that inform financial decisions in the Indian context.

Known for my dedication and cordial client relationships, I take pride in transforming complex financial challenges into clear, actionable strategies. My commitment extends beyond transactional advice to building enduring partnerships that evolve alongside your life journey.

At Yash Capital, I maintain the highest standards of fiduciary responsibility while delivering personalized attention that addresses the unique cultural and financial considerations of our clients. I welcome the opportunity to demonstrate how elite financial planning can transform your financial trajectory and secure your most meaningful life goals.