Sunil Kumar (Cfp®)

Sunil Kumar (Cfp®) Email and Phone Number

Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money @ Slave Money
Sunil Kumar (Cfp®)'s Location
Bengaluru, Karnataka, India, India
Sunil Kumar (Cfp®)'s Contact Details

Sunil Kumar (Cfp®) work email

Sunil Kumar (Cfp®) personal email

n/a
About Sunil Kumar (Cfp®)

As the Managing Director of Winnest Private Limited and a Certified Financial Planner (CFP), I am passionate about helping individuals and businesses build, manage, and protect their wealth. With a client-first approach, I specialize in delivering comprehensive financial strategies tailored to each individual’s goals, ensuring long-term financial success and security.Currently, I am managing a total Assets Under Management (AUM) of ₹300 Crore, which includes a diverse mix of Mutual Funds, Equities, Bonds,PMS,AIF, and Real Estate. This diverse portfolio allows me to offer clients a well-rounded, risk-optimized approach to wealth creation and preservation.

Sunil Kumar (Cfp®)'s Current Company Details
Slave Money

Slave Money

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Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money
Sunil Kumar (Cfp®) Work Experience Details
  • Slave Money
    Founder
    Slave Money Jan 2023 - Present
  • Siridharini
    Founder
    Siridharini Jan 2015 - Present
  • Winnest
    Managing Director
    Winnest Apr 2009 - Present
    As Managing Director of Winnest Private Limited, I lead our team in delivering comprehensive financial solutions, including-Mutual Fund Advisory Real Estate Investment Portfolio Management Services (PMS) Alternative Investment Funds (AIF)Long-Term Debt strategies.
  • Winnest
    Director
    Winnest Jun 2005 - Present
    Bangalore, India
    By profession, I'm a financial planner, certified by the Financial Planning Standard Board India. With a rich expertise in the domain, I work with people in creating wealth for them and proud to have thousands of highly satisfied clients. I believe "Make your client wealthy and you are wealthy too" is the only mantra that has been driving me to success. My vision is to provide comprehensive, holistic life & financial planning with an unbiased and transparent approach with a Win - Win policy.I have always been a nature lover and an avid trekker, having trekked across the most challenging forest terrains the picturesque western ghats, with a vision to spawn a breed of nature lovers and help them enjoy the beauty of western ghats also the Himalayas. I believe it's our responsibility to conserve forests and to that, I have planted more than 500 saplings by forming an association of tree lovers.
  • Spectra Vision
    Director
    Spectra Vision Apr 2000 - 2005

Sunil Kumar (Cfp®) Skills

Investments Mutual Funds Equities Business Strategy Financial Planning Investment Advisory Financial Advisory Wealth Management Wealth Portfolio Management Risk Management Retirement Planning Business Planning Asset Allocation Insurance Strategic Planning Banking Tax Asset Management Estate Planning Financial Advice Retirement Pensions Customer Relations Small Business Management Consulting Alternative Investments Risk Income Protection Financial Analysis New Business Development Mortgage Budgeting Sales Management Change Management Financial Markets Marketing Strategy Planning Investment Strategies Hedge Funds

Sunil Kumar (Cfp®) Education Details

Frequently Asked Questions about Sunil Kumar (Cfp®)

What company does Sunil Kumar (Cfp®) work for?

Sunil Kumar (Cfp®) works for Slave Money

What is Sunil Kumar (Cfp®)'s role at the current company?

Sunil Kumar (Cfp®)'s current role is Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money.

What is Sunil Kumar (Cfp®)'s email address?

Sunil Kumar (Cfp®)'s email address is su****@****nest.in

What schools did Sunil Kumar (Cfp®) attend?

Sunil Kumar (Cfp®) attended Bangalore University.

What are some of Sunil Kumar (Cfp®)'s interests?

Sunil Kumar (Cfp®) has interest in Star Gazzing, Positive Approach, Yoga, Reading Self Help Book, Trekking, Activities Of Interest, Swimming And Going On Long Drive, Parents, Teachers From All Walks Of Life, Hobbies.

What skills is Sunil Kumar (Cfp®) known for?

Sunil Kumar (Cfp®) has skills like Investments, Mutual Funds, Equities, Business Strategy, Financial Planning, Investment Advisory, Financial Advisory, Wealth Management, Wealth, Portfolio Management, Risk Management, Retirement Planning.

Not the Sunil Kumar (Cfp®) you were looking for?

  • Sunil Kumar, CFP®

    Senior Financial Planner @ Td Wealth Financial Planning
    Greater Vancouver Metropolitan Area
    2
    yahoo.com, yahoo.ca

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