Investment Advisor · CRD #334262
An investment advisory firm built on disciplined research, structured risk management, and a genuine commitment to client outcomes.
Our Approach
We follow systematic, framework-driven strategies — not headlines, not hunches. Every position is sized and risk-managed before entry.
Our clients see exactly what we own, why we own it, and how we're performing. No black boxes. No ambiguity about our process or positioning.
We build portfolios to compound over market cycles, not chase short-term returns. Patience and discipline are core to how we invest.
People
A focused team of investment professionals and advisors committed to delivering rigorous, research-backed portfolio management.
Raman leads the firm's investment strategy, portfolio construction, and client portfolio management. He combines institutional-grade research with a disciplined risk-management framework to navigate complex market environments.
Regulatory Transparency
Proflex Finance LLC is registered with the U.S. Securities and Exchange Commission as an investment advisor. As required by the Investment Advisers Act of 1940, we file Form ADV disclosing our business practices, fees, and any conflicts of interest.
View Our Form ADV on SEC.govProflex Finance LLC is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission. CRD# 334262. Registration does not imply a certain level of skill or training. All investment strategies involve risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website constitutes investment advice, a solicitation, or an offer to buy or sell any security. For complete information, please review our Form ADV Part 2 available on the SEC's Investment Adviser Public Disclosure website.
