Founder
Current
Feb 2024 - Present
AeroLeads people directory · profile
Sumit Goenka, Cfa/Frm Email & Phone Number
Founder
at
DHANAMARTHA.IN
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Who is Sumit Goenka, Cfa/Frm? Overview
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Quick answer
Sumit Goenka, Cfa/Frm is listed as Founder at DHANAMARTHA.IN, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Sumit Goenka, Cfa/Frm.
Sumit Goenka, Cfa/Frm previously worked as Head Of Financial Planning at Tesco Bengaluru and Head Performance Management (Reinsurance FP&A) at Swiss Re. Sumit Goenka, Cfa/Frm holds Ba, Economics (H) from Delhi University.
Company email context
Email format at DHANAMARTHA.IN
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DHANAMARTHA.IN
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Profile bio
About Sumit Goenka, Cfa/Frm
Finance Leader and perma bull of Indian Equity, with more than 20 years of experience In People/thought leadership. Significant experience of People Management, Budgeting/Forecasting, Equity, bottom-up stock picking, Financial Modeling, and Analytics.
Current workplace
Sumit Goenka, Cfa/Frm's current company
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8 roles
Sumit Goenka, Cfa/Frm work experience
A career timeline built from the work history available for this profile.
Head Of Financial Planning
Mar 2020 - Jan 2024
Head Performance Management (Reinsurance Fp&A)
Mar 2019 - Oct 2019
Senior Vice President
Managing ICG FP&A and Credit Risk - Wholesale Risk/Credit Risk and Finance (leading the efforts to integrate the two)
Jan 2018 - Mar 2019
Vp
Leading the Financial Planning & analysis for Institutional Client Group which involves: Forecasts, Competitors Analysis of top 10 Global Banks, Basel III, Balance Sheet Management and manage the preparation of key senior financial executive presentations for CEO/CFO.Specialised Knowledge/Experience:1. Optimization / Re-engineering / Standardisation of Business Processes.2. Others - Diversified client management and relationship building / Cross functional team management3.Incubating /Building offshore teamsDemonstrated analytical skills in synthesizing large amounts of complex data into meaningful forecasts & reports and to link numbers to the business & formulate strategies to grow it.Have done CFA Program and FRM.
Jan 2015 - Dec 2017
Avp
Jun 2012 - Dec 2014
Associate - Business Aligned Analytics
Managing Asia (including Japan) Business Aligned Analytics Group for Rates/FX/Credit Markets/Commodities/Equities
May 2011 - Jun 2012
Team Leader
Sep 2007 - Apr 2011
4 education records
Sumit Goenka, Cfa/Frm education
Ba, Economics (H)
Frm, Financial Risk Management
Financial Risk Manager (Frm) - Global Association Of Risk Professionals
Education record
Manava Bharati India International School
Field Of Study: Cfa Program
School :Cfa Institute
FAQ
Frequently asked questions about Sumit Goenka, Cfa/Frm
Quick answers generated from the profile data available on this page.
What company does Sumit Goenka, Cfa/Frm work for?
Sumit Goenka, Cfa/Frm works for DHANAMARTHA.IN.
What is Sumit Goenka, Cfa/Frm's role at DHANAMARTHA.IN?
Sumit Goenka, Cfa/Frm is listed as Founder at DHANAMARTHA.IN.
Where is Sumit Goenka, Cfa/Frm based?
Sumit Goenka, Cfa/Frm is based in Bengaluru, Karnataka, India while working with DHANAMARTHA.IN.
What companies has Sumit Goenka, Cfa/Frm worked for?
Sumit Goenka, Cfa/Frm has worked for Dhanamartha.In, Tesco Bengaluru, Swiss Re, Citi, and Deutsche Bank.
How can I contact Sumit Goenka, Cfa/Frm?
You can use AeroLeads to view verified contact signals for Sumit Goenka, Cfa/Frm at DHANAMARTHA.IN, including work email, phone, and LinkedIn data when available.
What schools did Sumit Goenka, Cfa/Frm attend?
Sumit Goenka, Cfa/Frm holds Ba, Economics (H) from Delhi University.
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