Management Trainee
Current
Jul 2024 - Present
AeroLeads people directory · profile
Sumeet Soni Email & Phone Number
Management Trainee
at
Avanse Financial Services Ltd.
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Management Trainee
Location
Mumbai, Maharashtra, India
Company size
Who is Sumeet Soni? Overview
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Quick answer
Sumeet Soni is listed as Management Trainee at Avanse Financial Services Ltd., a 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.
2 roles
Sumeet Soni work experience
A career timeline built from the work history available for this profile.
Financial Analyst
• 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 →
NS
Nampally Sridhar
Colleague at Avanse Financial Services Ltd.Hyderabad, Telangana, India
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RC
Ruchika Chadha
Colleague at Avanse Financial Services Ltd.Delhi, India
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AD
Ankita Dubey
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
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PS
Pooja Sruthi Gadamsetti
Colleague at Avanse Financial Services Ltd.Hyderabad, Telangana, India
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OP
Omkar Prakash Punde
Colleague at Avanse Financial Services Ltd.Pune, Maharashtra, India
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PK
Phanindra Kumar Maddala
Colleague at Avanse Financial Services Ltd.Vijayawada, Andhra Pradesh, India
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NK
Nitya Kishore
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
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HC
Harshit Chechani
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
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VK
Vimal Kant
Colleague at Avanse Financial Services Ltd.Hyderabad, Telangana, India
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PM
Priya Moily
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
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Nampally Sridhar
Colleague at Avanse Financial Services Ltd.Hyderabad, Telangana, India
View →
RC
Ruchika Chadha
Colleague at Avanse Financial Services Ltd.Delhi, India
View →
AD
Ankita Dubey
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
View →
PS
Pooja Sruthi Gadamsetti
Colleague at Avanse Financial Services Ltd.Hyderabad, Telangana, India
View →
OP
Omkar Prakash Punde
Colleague at Avanse Financial Services Ltd.Pune, Maharashtra, India
View →
PK
Phanindra Kumar Maddala
Colleague at Avanse Financial Services Ltd.Vijayawada, Andhra Pradesh, India
View →
NK
Nitya Kishore
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
View →
HC
Harshit Chechani
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
View →
VK
Vimal Kant
Colleague at Avanse Financial Services Ltd.Hyderabad, Telangana, India
View →
PM
Priya Moily
Colleague at Avanse Financial Services Ltd.Mumbai, Maharashtra, India
View →
2 education records
Sumeet Soni education
Master Of Business Administration - Mba, Finance, 6 Cgpa
Bachelor Of Commerce - Bcom, 8.41 Cgpi
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 Nampally Sridhar, Ruchika Chadha, Ankita Dubey, Pooja Sruthi Gadamsetti, and Omkar Prakash Punde.
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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