Jitendra Kumar Email & Phone Number
Founder and CEO @ LegacyEthos Wealth- A Brand of LegacyEthos Invest Private Limited
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Jitendra Kumar Location
- Hyderabad, IN
Jitendra Kumar Work
- 2025 -now Founder and CEO @
- 2019 -2025 DVP @
- 2018 -2019 DVP II @
- 2017 -2018 Assistant Vice President- Investment Counsellor, SBI Wealth @
- 2013 -2017 Sr.Business Analyst @
- 2012 -2013 Senior Manager @
- 2008 -2012 Manager @
- 2007 -2008 Senior Relationship manager @
- 2006 -2007 Area Officer , Management Trainee-Commercial Vehicles @
Jitendra Kumar Education
- Indian Institute of Management Bangalore
Executive program (Completed Certification program for Wealth manager)
2023-2023 - CFA Institute, USA
(Investments, Portfolio Mgmt, Equity Valuation, Financial Reporting & Alternate Inv)
2012-2016 - Indian Institute of Management Bangalore
Certification in Investment & Portfolio Management (Investment Analysis, Equity & Bond valuation, Financial Statement analysis, Portfolio mgmt.)
2010-2011 - Financial Planning Standards Board (FPSB) India
CFP (The )
2009-2010 - Indian Institute of Banking & Finance
C.A.I.I.B (Risk management, Treasury, Pr.of Banking, Accounting & Finance for Bankers, Bank mgmt.)
2006-2007 - Alliance University
MBA (• 2006-Finalist – Tata Crucible Business Quiz-Campus at Bangalore • 2005 - First Place – Finance Event, (Inter B School event for Stocks Trading & M&A) ITM Bangalore. • 2005 – Represented Alliance Business Academy at BT Acumen Business quiz, at IIM Bangalore.)
2004-2006 - Bangalore University
MBA (Finance & Marketing)
2004-2006 -
B Sc (Agriculture) (•2000 – Winner – Inter-college Cricket Tournament, Kolhapur, Maharashtra. Also selected to play for University Cricket Team .)
1999-2003
Jitendra Kumar Skills
- Financial Advisory
- Functional Design
- Use Case
- Banking
- Bonds
- Fixed Income
- Corporate Finance
- Insurance
- Account Management
- Retirement Planning
- Valuation
- Debt
- Financial Planning
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Tax
- Investments
- Business Development
- Relationship Management
- Business Analysis
- Financial Risk
- Competitive Analysis
- Team Management
- Finance
- Credit Risk
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Equity Research
- Strategic Financial Planning
- FX Options
- Risk Management
- Asset Management
- Credit
- Asset
- Financial Analysis
- Private Equity
- Business Strategy
- Management
- Investment Banking
- Credit Analysis
- Trading
- Private Banking
- Retail Banking
- MIS
- Venture Capital
- BRD
- Loans
- CRM
- Securities
- Hedge Funds
- Financial Markets
Jitendra Kumar Summary
- Jitendra Kumar, based in Hyderabad, IN, is currently a Founder and CEO at LegacyEthos Wealth- A Brand of LegacyEthos Invest Private Limited. Jitendra Kumar brings experience from previous roles at HDFC Bank, State Bank of India and Fiserv - Investment Services Division. Jitendra Kumar holds a 2023 - 2023 Executive program in Completed Certification program for Wealth manager @ Indian Institute of Management Bangalore. With a robust skill set that includes Financial Advisory, Functional Design, Use Case, Banking, Bonds and more. Jitendra Kumar has 2 emails and 1 mobile phone numbers on RocketReach.
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