Sumit Jha - Fixed Deposits Distributors
Member since Sep 1, 2020
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About Me
A personal finance enthusiast having experience of more than 14 years in varied roles with different organizations comprising of Investment Bank, Wealth Management and NBFC.
To pursue my passion for personal finance, I have recently embarked on my entrepreneurial journey in personal finance space with the entity called InvestEnable.
About Work Experience
My accumulated 14 years of experience is in Personal Finance, Debt Capital Market, Stakeholder Management,Investment Advisory & Operations, Capital/ Financial Market Strategies, Business Development, Portfolio Management & Wealth Management.
Have successfully raised, down sold and placed Long-Term bonds, High Yielding bonds, Structured Credit, Hybrid Instruments to different set of Investors like MFs, Insurance Companies, Bank Treasuries, Pension Funds, NBFCs, DFIs, Impact Funds, MIVs, FPIs, Family Office, HNIs/UHNIs, Debt AIF/PMS.
I have worked for organizations like Darashaw & CO., ICICI Securities Ltd (Private Wealth Management), L&T Infrastructure Finance Ltd and Unitus Capital Private Limited.
Experience & Qualification
Qualification
PGDIRM, PGDSMP, BCOM
Experience as an Advisor
2 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Financial Education Providers
Fixed Deposits
Affiliations
- Member of Network FP
- NSE Academy: Rebalance Volatility Certification
- Retirement Readiness Certification by CIEL
Awards & Recognition
-
Not Specified
Address
Sumit
Flat No 2724, Tower 27, Prestige Kew Garden,
Yemalur Main Road, Kempapura-Yemalur Village,,
Yemalur,
Bangalore,
Karnataka, 560037
LICENSE
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Mutual Fund -
ARN No.
ARN-163310 - Validity -
10-11-2020
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