Sumit Goenka, Cfa/Frm

Sumit Goenka, Cfa/Frm Email and Phone Number

Founder and CEO of Dhanamartha Financial Services LLP @ DHANAMARTHA.IN
Sumit Goenka, Cfa/Frm's Location
Bengaluru, Karnataka, India, India
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.

Sumit Goenka, Cfa/Frm's Current Company Details
DHANAMARTHA.IN

Dhanamartha.In

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Founder and CEO of Dhanamartha Financial Services LLP
Sumit Goenka, Cfa/Frm Work Experience Details
  • Dhanamartha.In
    Founder
    Dhanamartha.In Feb 2024 - Present
    Bengaluru, Karnataka, India
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  • Tesco Bengaluru
    Head Of Financial Planning
    Tesco Bengaluru Mar 2020 - Jan 2024
    Bangalore Urban, Karnataka, India
    View
  • Swiss Re
    Head Performance Management (Reinsurance Fp&A)
    Swiss Re Mar 2019 - Oct 2019
    Bengaluru, Karnataka, India
    View
  • Citi
    Senior Vice President
    Citi Jan 2018 - Mar 2019
    Mumbai, Maharashtra, India
    Managing ICG FP&A and Credit Risk - Wholesale Risk/Credit Risk and Finance (leading the efforts to integrate the two)
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  • Citi
    Vp
    Citi Jan 2015 - Dec 2017
    Mumbai Area, India
    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.
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  • Citi
    Avp
    Citi Jun 2012 - Dec 2014
    Mumbai Area, India
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  • Deutsche Bank
    Associate - Business Aligned Analytics
    Deutsche Bank May 2011 - Jun 2012
    Mumbai Area, India
    Managing Asia (including Japan) Business Aligned Analytics Group for Rates/FX/Credit Markets/Commodities/Equities
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  • Ameriprise Financial
    Team Leader
    Ameriprise Financial Sep 2007 - Apr 2011
    New Delhi Area, India
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Sumit Goenka, Cfa/Frm Education Details

  • Delhi University
    Delhi University
    Economics (H)
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  • Financial Risk Manager (Frm) - Global Association Of Risk Professionals
    Financial Risk Manager (Frm) - Global Association Of Risk Professionals
    Financial Risk Management
  • Manava Bharati India International School
    Manava Bharati India International School
  • School :Cfa Institute
    School :Cfa Institute
    Field Of Study: Cfa Program

Frequently Asked Questions about Sumit Goenka, Cfa/Frm

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 the current company?

Sumit Goenka, Cfa/Frm's current role is Founder and CEO of Dhanamartha Financial Services LLP.

What schools did Sumit Goenka, Cfa/Frm attend?

Sumit Goenka, Cfa/Frm attended Delhi University, Financial Risk Manager (Frm) - Global Association Of Risk Professionals, Manava Bharati India International School, School :cfa Institute.

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