Sumit Jain Email & Phone Number
Founding Partner @ Neo Wealth Partners
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Sumit Jain Location
- Bengaluru, KA, IN
Sumit Jain Work
- 2024 -now Founding Partner @
- 2007 -2023 Director @
- 2006 -2007 Investment Advisor @
- 2003 -2004 Owner @ International Marketing, Raipur
Sumit Jain Education
- International College of Financial Planning
CFP (Financial Planning)
2008-2009 - T A Pai Management Institute, Manipal
PGDM (Finance & Marketing)
2004-2006 - St. Vincent Pallotti College, Raipur
B.Sc (Pure Science)
2000-2003 - Jeevana School - India
HSC (Bio - Maths)
1995-2000
Sumit Jain Skills
- Equities
- Certified Financial Planner
- Asset Managment
- Investment Management
- Wealth Management Services
- Equity Research
- Private Equity
- Investment Strategies
- Risk Management
- Strategic Financial Planning
- Fixed Annuities
- Options Strategies
- Asset Management
- Financial Analysis
- Finance
- Management
- Investment Advisory
- Financial Services
- Financial Markets
- Asset Allocation
- Equity Valuation
- Financial Advisory
- Fixed Income
- Credit Risk
- Due Diligence
- Financial Planning
- Business Analysis
- Customer Service
- Strategic Planning
- Microsoft Excel
Sumit Jain Summary
- Sumit Jain, based in Bengaluru, KA, IN, is currently a Founding Partner at Neo Wealth Partners. Sumit Jain brings experience from previous roles at ASK Asset & Wealth Management, HDFC Bank and International Marketing, Raipur. Sumit Jain holds a 2008 - 2009 CFP in Financial Planning @ International College of Financial Planning. With a robust skill set that includes Equities, Certified Financial Planner, Asset Managment, Investment Management, Wealth Management Services and more. Sumit Jain has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Neo Wealth Partners Employees
Srikanth V
Co-Founder and CEO
Mumbai, MH, IN
Maneesh Mittal
Founding Member
Gurugram, HR, IN
Neha Sharma
Founding Partner
Mumbai, MH, IN
Sumit Jain
Founding Partner
Bengaluru, KA, IN
Ruchira Bhargava
Founding Partner
Bengaluru, KA, IN
Aloke Vohra
Partner
Mumbai, MH, IN
Kunal Haria
Founding Partner
Mumbai, MH, IN
Arun Paul
Managing Partner
Kochi, KL, IN
Manish Agarwal
Founding Partner
Kolkata, WB, IN
Abhishek Shah
Founding Member
Mumbai, MH, IN
Nipun Vij
EVP and Senior Partner
New Delhi, DL, IN
Nitin Patnia
Founding Partner
Delhi, India
Priyanka Shukla
Managing Partner
Hyderabad, IN
Kaneesha Veecumsee
Partner
Maharashtra, India
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