Managing Partner
CurrentAdvise Brookstreet clients on investment strategies, bespoke financial planning and wealth management products and processes across various asset classes.
Apr 2019 - Present
AeroLeads people directory · profile
Santosh Kumar Email & Phone Number
Managing Partner
at
BrookStreet Advisory
1 work email found
@karvywealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Santosh Kumar? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Santosh Kumar is listed as Managing Partner at BrookStreet Advisory, based in Kolkata, West Bengal, India. AeroLeads shows a work email signal at karvywealth.com and a matched LinkedIn profile for Santosh Kumar.
Santosh Kumar previously worked as Account Director at L&T Financial Services and Associate Vice President at Karvy Private Wealth. Santosh Kumar holds Pgdm, Finance And Marketing from Scms Group Of Institutions.
Company email context
Email format at BrookStreet Advisory
This section adds company-level context without repeating Santosh Kumar's masked contact details.
{first}.{last}@karvywealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Santosh Kumar. Compare company email patterns before reaching out.
Profile bio
About Santosh Kumar
Knowledge & Experience in Advising Affluent or HNI Clients Across Asset Class and Products.Expertise of end to end process of wealth management products and services. Also handling a team of wealth mangers and responsible for their productivity.Managing Investments Across Asset Class and Products like Debt, Equity, Commodities, Real Estate, Currency, Private Equity, Structured Products, Hedge Funds, Managed Futures etc.Well networked with Asset and Investment Management key providers in India.Specialties: Financial Planning, Wealth Management, Team Management, Relationship management, Asset management, Channel sales, NRI, Wealth advisory, Investment advisory, Investment planning, Private Equity and Private banking, Estate Planning.
Listed skills include Investment Strategies, Business Strategy, Team Management, Alternative Investments, and 9 others.
Current workplace
Santosh Kumar's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Santosh Kumar work experience
A career timeline built from the work history available for this profile.
Aug 2017 - Mar 2019
Associate Vice President
Team Handling.Motivating Wealth Mangers to be more productive.Responsible for P& L of the team.End to end planning and execution of activities for Team
Apr 2015 - Jul 2017
Senior Wealth Manager
Knowledge & Experience in Advising Affluent or HNI Clients Across Asset Class and Products.Expertise of end to end process of wealth management products and services. Managing Investments Across Asset Class and Products like Debt, Equity, Commodities, Real Estate, Currency, Private Equity, Structured Products, Hedge Funds, Managed Futures etc.
May 2012 - Mar 2015
Wealth Manager
Knowledge & Experience in Advising Affluent or HNI Clients Across Asset Class and Products.Expertise of end to end process of wealth management products and services. Managing Investments Across Asset Class and Products like Debt, Equity, Commodities, Real Estate, Currency, Private Equity, Structured Products, Hedge Funds, Managed Futures etc.
Aug 2010 - Apr 2012
Assistant Manager
Jun 2009 - Jul 2010
2 education records
Santosh Kumar education
Pgdm, Finance And Marketing
Pgdm, Finance And Financial Management Services
Scms- Cochin
FAQ
Frequently asked questions about Santosh Kumar
Quick answers generated from the profile data available on this page.
What company does Santosh Kumar work for?
Santosh Kumar works for BrookStreet Advisory.
What is Santosh Kumar's role at BrookStreet Advisory?
Santosh Kumar is listed as Managing Partner at BrookStreet Advisory.
What is Santosh Kumar's email address?
AeroLeads has found 1 work email signal at @karvywealth.com for Santosh Kumar at BrookStreet Advisory.
Where is Santosh Kumar based?
Santosh Kumar is based in Kolkata, West Bengal, India while working with BrookStreet Advisory.
What companies has Santosh Kumar worked for?
Santosh Kumar has worked for Brookstreet Advisory, L&T Financial Services, Karvy Private Wealth, and Nj Fundz Network - India.
How can I contact Santosh Kumar?
You can use AeroLeads to view verified contact signals for Santosh Kumar at BrookStreet Advisory, including work email, phone, and LinkedIn data when available.
What schools did Santosh Kumar attend?
Santosh Kumar holds Pgdm, Finance And Marketing from Scms Group Of Institutions.
What skills is Santosh Kumar known for?
Santosh Kumar is listed with skills including Investment Strategies, Business Strategy, Team Management, Alternative Investments, Asset Allocation, Investments, Retirement Planning, and Strategic Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Santosh Kumar you were looking for.
View similar profiles
