Sumeet Soni
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Sumeet Soni Email & Phone Number

Management Trainee at Avanse Financial Services Ltd.
Location: Mumbai, Maharashtra, India 2 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Avanse Financial Services Ltd.
Role
Management Trainee
Location
Mumbai, Maharashtra, India
Company size
421 employees

Who is Sumeet Soni? Overview

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Quick answer

Sumeet Soni is listed as Management Trainee at Avanse Financial Services Ltd., a company with 421 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sumeet Soni.

Sumeet Soni previously worked as Financial Analyst at Ssba Innovations Limited (Holding & Promoting Company Of Taxbuddy.Com And Finbingo.Com). Sumeet Soni holds Master Of Business Administration - Mba, Finance, 6 Cgpa from Ibs Mumbai.

Company email context

Email format at Avanse Financial Services Ltd.

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Avanse Financial Services Ltd.

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Profile bio

About Sumeet Soni

I am a Post Graduate in MBA with a specialization in Finance from ICFAI Business School, Mumbai. Here i got an in- depth learning about the finance industry & how it works. I am also a team player with a proactive and result oriented approach, also passionate about growth along with expanding my knowledge & leverage my learnings for the growth of the company.

Current workplace

Sumeet Soni's current company

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Avanse Financial Services Ltd.
Avanse Financial Services Ltd.
Management Trainee
bombay, maharashtra, india
Website
avanse.com
Employees
421
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Company profile
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2 roles

Sumeet Soni work experience

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Financial Analyst

Ssba Innovations Limited (Holding & Promoting Company Of Taxbuddy.Com And Finbingo.Com)

Mumbai, Maharashtra, India

  • Researched Mutual funds and investment categories to effectively address client queries regarding investment with our products.
  • Assessed client goals and risk appetite for investment, providing tailored strategies for Wealth building, Tax saving, and Portfolio rebalancing.
  • Performed market research, data mining to identify new business opportunities.
  • Conducted Financial assessment and DTI ratio analysis for clients as part of the underwriting process, aligning their future goals with mutual fund investment plans.
Mar 2023 - May 2023
Team & coworkers

Colleagues at Avanse Financial Services Ltd.

Other employees you can reach at avanse.com. View company contacts for 421 employees →

SN Sarita Negi Sarita Negi Colleague at Avanse Financial Services Ltd.Delhi, India, India View → BD Bhavesh Dhoble Bhavesh Dhoble Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India, India View → LK Lalita Kushwaha Lalita Kushwaha Colleague at Avanse Financial Services Ltd.Noida, Uttar Pradesh, India, India View → SB Sanmati Bande Sanmati Bande Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India, India View → SS Sonu Sharma Sonu Sharma Colleague at Avanse Financial Services Ltd.Gurugram Tehsil, Haryana, India, India View → SM Saloni Mehendiratta Saloni Mehendiratta Colleague at Avanse Financial Services Ltd.Delhi, India, India View → AR Akshay R Akshay R Colleague at Avanse Financial Services Ltd.Karnataka, India, India View → AK Arnab Kumar Halder Arnab Kumar Halder Colleague at Avanse Financial Services Ltd.Kolkata, West Bengal, India, India View → VP Vicky Patro Vicky Patro Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India, India View → RK Rashmi Kotian Rashmi Kotian Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India, India View →
2 education records

Sumeet Soni education

Master Of Business Administration - Mba, Finance, 6 Cgpa

Ibs Mumbai
FAQ

Frequently asked questions about Sumeet Soni

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

What company does Sumeet Soni work for?

Sumeet Soni works for Avanse Financial Services Ltd..

What is Sumeet Soni's role at Avanse Financial Services Ltd.?

Sumeet Soni is listed as Management Trainee at Avanse Financial Services Ltd..

Where is Sumeet Soni based?

Sumeet Soni is based in Mumbai, Maharashtra, India while working with Avanse Financial Services Ltd..

What companies has Sumeet Soni worked for?

Sumeet Soni has worked for Avanse Financial Services Ltd. and Ssba Innovations Limited (Holding & Promoting Company Of Taxbuddy.Com And Finbingo.Com).

Who are Sumeet Soni's colleagues at Avanse Financial Services Ltd.?

Sumeet Soni's colleagues at Avanse Financial Services Ltd. include Sarita Negi, Bhavesh Dhoble, Lalita Kushwaha, Sanmati Bande, and Sonu Sharma.

How can I contact Sumeet Soni?

You can use AeroLeads to view verified contact signals for Sumeet Soni at Avanse Financial Services Ltd., including work email, phone, and LinkedIn data when available.

What schools did Sumeet Soni attend?

Sumeet Soni holds Master Of Business Administration - Mba, Finance, 6 Cgpa from Ibs Mumbai.

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