Sumit Jain Email & Phone Number
Founding Partner @ Neo Wealth Partners
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Sumit Jain Location
- Bengaluru, KA, IN
Sumit Jain Work
- Founding Partner @ (January 2024 - Present)
- Director @ (October 2007 - December 2023)
- Investment Advisor @ (January 2006 - December 2007)
- Owner @ International Marketing, Raipur (April 2003 - May 2004)
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 3 emails and 1 mobile phone numbers on RocketReach.
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Top Neo Wealth Partners Employees
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Founding Member
Gurugram, HR, IN
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Mumbai, MH, IN
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Mumbai, MH, IN
Arun Paul
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Kochi, KL, IN
Kamal Dugar
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Abhishek Shah
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Faraaz Shah
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Subhajit Bhattacharjee
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Nitin Patnia
Founding Partner
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Priyanka Shukla
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