“Having nearly 12 years of experience in Financial Planning & Investment management, Suman has worked for two top Asset Management Companies of HDFC Mutual Fund & Reliance Mutual Fund in India.
Suman is highly qualified in his field and holds Chartered status from the Chartered Institute Securities & Investments (CISI), UK to advise clients on International Investments solutions. In addition, he holds the AMFI & IRDA Insurance regulatory certification from India.
Suman is an expert in individual goal based financial planning where he systematically helps clients to address their financial life goals and then assists them in channelizing their savings into properly managed investments which helps them achieve these identified goals.
He assists clients of multiple nationalities and tax jurisdictions with their retirement planning, the structuring of their children’s higher education fee planning and marriages and long term wealth creation.
In addition to this, Suman also works with high net worth Individuals and helps them with their legacy transfers and portfolio management. He is an expert in structuring high value insurance contracts and this aspect of his work offers him the ability to add value over and above those of his peers.
He is passionately driven to help individuals with their finances and works tirelessly to create opportunities for his clients while managing their pre-identified risk to reward balance.”
3 - Oct - 2023