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Ca Cfp® Sunil Kumar Bahri Email & Phone Number
Founder Director
at
Wealthyworld Pathways Private Limited
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder Director
Location
Chandigarh, India
Company size
Who is Ca Cfp® Sunil Kumar Bahri? Overview
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Quick answer
Ca Cfp® Sunil Kumar Bahri is listed as Founder Director at Wealthyworld Pathways Private Limited, a with 5 employees, based in Chandigarh, India. AeroLeads shows a matched LinkedIn profile for Ca Cfp® Sunil Kumar Bahri.
Ca Cfp® Sunil Kumar Bahri previously worked as Co-Founder at Wealthyworld Pathways Private Limited and Regional Head Punjab at Principal Funds. Ca Cfp® Sunil Kumar Bahri holds Ca, Mba, Accounts, Finance, A from The Institute Of Chartered Accountants Of India.
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Wealthyworld Pathways Private Limited
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Profile bio
About Ca Cfp® Sunil Kumar Bahri
Highly accomplished, result-driven senior financial services professional for last 18 years. Direct experience in sales, service & distribution of banking, wealth management and mutual fund products. Worked in diverse business segments and in top financial institutions of India namely SHCIL, AXIS Bank, ICICI Bank, and Principal Financial Group. Well verse with channel sales, direct, corporates, institutional sales and new channel development. Having strong business and entrepreneur orientation, developed strong industry networks, significant experience in independently managing multiple responsibilities & large scale of operations. Having strong people management & mentoring skills. Effective communicator and team player with strong analytical & organizational abilities.
Current workplace
Ca Cfp® Sunil Kumar Bahri's current company
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Wealthyworld Pathways Private Limited
10 roles · 22 years
Ca Cfp® Sunil Kumar Bahri work experience
A career timeline built from the work history available for this profile.
Co-Founder
Current
Dec 2020 - Present
Regional Head Punjab
Managing four states Punjab, Haryana, HP and J&K for sales and operation.
Dec 2009 - Dec 2020
Mar 2004 - Dec 2009
Regional Manager
Sales for deposit and TPP and was taking care of Punjab, Haryana, HP, Chandigarh and J&K.
Apr 2006 - Mar 2007
2005 - 2006
~1 yr
Mar 2004 - Mar 2005
Deputy Manager
KEY RESPONSIBILITIES:Worked as Branch Sales Manager. Led a team of 10 for Branch Deposits and sales of third party products.Headed Forex Department - Operation and Business Development with a turnover of Rs 350 Crores; functions involved all inward and outward remittances, export and import bills for collections, reporting to RBI, L/c opening and RBI audit.Handled Retail Banking operations, Inward/Outward clearing, audits and their compliance, cash management services and NRI services.Identified priority customers and was responsible for relationship management with them.ACHIEVEMENTS AND CONTRIBUTIONS:Initiated third party products in branch specially mutual funds.Initiated Relationship management for Priority Customer.Introduced NRI Service.Met all Revenue and Deposit Targets.Implemented New Projects.Complied with all Audit requirements without any NCR.Achieved Outstanding Audit Rating.
Jun 2002 - Feb 2004
Executive (Finance & Accounts)
KEY RESPONSIBILITIES:Sales of TPP to customers.Guided a team of 5 for Collections and Finalization of Accounts.Dealt with different Banks and maintained liaison with Corporates.Handled Legal Matters.Responsible for Budgeting & Cost Control, audits and compliance.Generated MIS to facilitate informed decision making, devised marketing strategies for various products.Imparted training to the team to upgrade skills, managed their performance appraisal.Handled branch administration.ACHIEVEMENTS AND CONTRIBUTIONS:Devised Marketing Strategies for various products Complied with Audit requirements.Generated adequate MIS.Formulated and implemented systems for workflow and quality management. Met 100% targets in Billing collections. Finalization of Books of Accounts with in stipulated time.
May 2000 - May 2002
Executive (Finance & Accounts)
Shreyans Industries Ltd, Ludhiana
KEY RESPONSIBILITIES:Ensure finalization of accounts within specified time.ACHIEVEMENTS AND CONTRIBUTIONS:Ensured Accounts Finalization.Generated different MIS for the CMD within time.TRAININGCapital Market, People Management, Managing Performance, Passion at Work
May 1999 - Apr 2000
3 education records
Ca Cfp® Sunil Kumar Bahri education
Ca, Mba, Accounts, Finance, A
Mba, Finance
Amfi, Amfi
Amfi
FAQ
Frequently asked questions about Ca Cfp® Sunil Kumar Bahri
Quick answers generated from the profile data available on this page.
What company does Ca Cfp® Sunil Kumar Bahri work for?
Ca Cfp® Sunil Kumar Bahri works for Wealthyworld Pathways Private Limited.
What is Ca Cfp® Sunil Kumar Bahri's role at Wealthyworld Pathways Private Limited?
Ca Cfp® Sunil Kumar Bahri is listed as Founder Director at Wealthyworld Pathways Private Limited.
Where is Ca Cfp® Sunil Kumar Bahri based?
Ca Cfp® Sunil Kumar Bahri is based in Chandigarh, India while working with Wealthyworld Pathways Private Limited.
What companies has Ca Cfp® Sunil Kumar Bahri worked for?
Ca Cfp® Sunil Kumar Bahri has worked for Wealthyworld Pathways Private Limited, Principal Funds, Icici Bank Ltd, Icici Bank, and Axis Bank.
How can I contact Ca Cfp® Sunil Kumar Bahri?
You can use AeroLeads to view verified contact signals for Ca Cfp® Sunil Kumar Bahri at Wealthyworld Pathways Private Limited, including work email, phone, and LinkedIn data when available.
What schools did Ca Cfp® Sunil Kumar Bahri attend?
Ca Cfp® Sunil Kumar Bahri holds Ca, Mba, Accounts, Finance, A from The Institute Of Chartered Accountants Of India.
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