Sumex is a new private wealth entity established in January, 2018. The founding team at Sumex has over 25 years of experience in the Indian Wealth Management space. The senior management has strong business backgrounds with extensive experience and exposure in both Indian and International markets.
With its Headquarters in Bengaluru, Sumex plans to expand its operations in Mumbai, Chennai, Hyderabad, Delhi and Kerala followed by over 10 Tier-2 cities across the country in a span of 2-3 years.
At Sumex, the team comprises of strong individuals with in-depth knowledge on market dynamics and rich experience in investment research. Sumex believes in getting the right people to manage the client’s wealth. This inevitably makes Sumex one of the strongest and most efficient wealth management firms.
The technology platform at Sumex Private Wealth is extremely robust and unique. This helps clients to access their investments anytime and anywhere. Clients can also buy and sell their investments at ease using Sumex’s web and app-based platform.
Company Details
- Employees
- 7
- Founded
- 2018
- Address
- Hari Munibhagya Priya Chambers, 97/2, 5th Main Road, 4th Block, Thyagarajanagar, Basavanagudi, Bangalore,karnataka 560028,india
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- sumex.in
- Keywords
- Wealth Management, Investment Banking, Tax Planning, Alternate Investments, Private Equity, Structured Products, Treasury Management.
- HQ
- Bangalore, Karnataka
Sumex Private Wealth Questions
Sumex Private Wealth's website is sumex.in
Sumex Private Wealth's LinkedIn profile is https://in.linkedin.com/company/sumex-private-wealth
Sumex Private Wealth has
7 employees.
View email and phone details for 7
employees at Sumex Private Wealth.
Sumex Private Wealth's industry is
Investment Management
Sumex Private Wealth's top competitors are
Alphacentric Healthcare Pvt Ltd,
Digital Monk Marketing,
Way2wealth Brokers Pvt. Ltd.,
Karvy Private Wealth,
Target River,
Rexback Innovations,
The Sum,
Oncourse Vantage Pvt. Ltd.,
Recruvento,
Personifiers.
Sumex Private Wealth's categories are Investment Management
Sumex Private Wealth's founding year is 2018
