Sunny Gala
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Sunny Gala Email & Phone Number

Research Analyst at International Money Matters Private Limited at International Money Matters Pvt Ltd
Location: Thane, Maharashtra, India 5 work roles 4 schools
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Role
Research Analyst at International Money Matters Private Limited
Location
Thane, Maharashtra, India
Company size

Who is Sunny Gala? Overview

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Quick answer

Sunny Gala is listed as Research Analyst at International Money Matters Private Limited at International Money Matters Pvt Ltd, a company with 55 employees, based in Thane, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sunny Gala.

Sunny Gala previously worked as Manager at International Money Matters Pvt Ltd and Manager at Network Fp. Sunny Gala holds Cfa Level 3 from Cfa Institute.

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Email format at International Money Matters Pvt Ltd

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International Money Matters Pvt Ltd

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Profile bio

About Sunny Gala

Sunny Gala is a Research Analyst at International Money Matters Private Limited at International Money Matters Pvt Ltd. They is proficient in English, Hindi, Gujarati and Marathi.

Current workplace

Sunny Gala's current company

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International Money Matters Pvt Ltd
International Money Matters Pvt Ltd
Research Analyst at International Money Matters Private Limited
bangalore, karnataka, india
Website
Employees
55
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5 roles

Sunny Gala work experience

A career timeline built from the work history available for this profile.

Manager

Current

Mumbai, Maharashtra, India

Assess a variety of investment products to ascertain their suitability for clients based on their individual needs, objectives, and preferences.Conduct a thorough review of clients' portfolios to ensure alignment with their risk profiles and maintain appropriate asset allocation.Develop standardized reports to provide clients with comprehensive insights.

Jan 2022 - Present

Manager

Mumbai, Maharashtra, India

  • Develop training content and elements for the QPFP Course, a flagship program for practising finance professionals, through extensive research on personal finance subjects
  • Design & develop excel based customised tools/templates by setting up logics, formula-based workflows, financial analytics, etc., to deliver an optimal practical solution to participants
  • Conduct training and support sessions for 150+ participants to guide along with the template and address queries
  • Lead & manage the team to troubleshoot participants queries, handle learning management system, etc.
  • Coordinate with the Taskforce members (a group of practicing Financial Professionals) to get appropriate inputs for the curriculum and the examination
Sep 2019 - Dec 2021

Consultant

Responsible for executing assignments successively and provide the deliverables effectively.

Jun 2012 - Jul 2013
Team & coworkers

Colleagues at International Money Matters Pvt Ltd

Other employees you can reach at immpl.com. View company contacts for 55 employees →

4 education records

Sunny Gala education

Cfa Level 3

Cfa Institute

Master Of Business Administration (M.B.A.), Banking, Corporate, Finance, And Securities Law

N L Dalmia Institute Of Research And Education

Specialization in Finance

Certified Financial Planner, Personal Finance Planning, B Grade

Fpsb India

Certified financial planner course

Bachelor'S Of Management Studies, Finance, General

Sies College Of Commerce & Economics

Bachelors in Management Studies

FAQ

Frequently asked questions about Sunny Gala

Quick answers generated from the profile data available on this page.

What company does Sunny Gala work for?

Sunny Gala works for International Money Matters Pvt Ltd.

What is Sunny Gala's role at International Money Matters Pvt Ltd?

Sunny Gala is listed as Research Analyst at International Money Matters Private Limited at International Money Matters Pvt Ltd.

Where is Sunny Gala based?

Sunny Gala is based in Thane, Maharashtra, India while working with International Money Matters Pvt Ltd.

What companies has Sunny Gala worked for?

Sunny Gala has worked for International Money Matters Pvt Ltd, Network Fp, Ladder7 Financial Advisories - India, Citicorp Services India Private Limited, and Protiviti.

Who are Sunny Gala's colleagues at International Money Matters Pvt Ltd?

Sunny Gala's colleagues at International Money Matters Pvt Ltd include Kanchan Chhablani, Ujjval Jasani, Raviraj Shetty, Rahul Jain, and Shweta Gaba.

How can I contact Sunny Gala?

You can use AeroLeads to view verified contact signals for Sunny Gala at International Money Matters Pvt Ltd, including work email, phone, and LinkedIn data when available.

What schools did Sunny Gala attend?

Sunny Gala holds Cfa Level 3 from Cfa Institute.

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