Founder
Current
Jan 2023 - Present
AeroLeads people directory · profile
Sunil Kumar (Cfp®) Email & Phone Number
Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money
at
Slave Money
1 work email found
@wealthnest.in
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money
Location
Bengaluru, Karnataka, India
Who is Sunil Kumar (Cfp®)? Overview
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Quick answer
Sunil Kumar (Cfp®) is listed as Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money at Slave Money, based in Bengaluru, Karnataka, India. AeroLeads shows a work email signal at wealthnest.in and a matched LinkedIn profile for Sunil Kumar (Cfp®).
Sunil Kumar (Cfp®) previously worked as Founder at Slave Money and Founder at Siridharini. Sunil Kumar (Cfp®) holds B.Sc, Science from Bangalore University.
Company email context
Email format at Slave Money
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{first}@wealthnest.in
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Profile bio
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.
Listed skills include Investments, Mutual Funds, Equities, Business Strategy, and 36 others.
Current workplace
Sunil Kumar (Cfp®)'s current company
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5 roles
Sunil Kumar (Cfp®) work experience
A career timeline built from the work history available for this profile.
Founder
Current
Jan 2015 - Present
Managing Director
CurrentAs 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.
Apr 2009 - Present
Director
CurrentBy 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.
Jun 2005 - Present
Director
Spectra Vision
Apr 2000 - 2005
1 education record
Sunil Kumar (Cfp®) education
FAQ
Frequently asked questions about Sunil Kumar (Cfp®)
Quick answers generated from the profile data available on this page.
What company does Sunil Kumar (Cfp®) work for?
Sunil Kumar (Cfp®) works for Slave Money.
What is Sunil Kumar (Cfp®)'s role at Slave Money?
Sunil Kumar (Cfp®) is listed as Director and Founder of WinNest Pvt. Ltd | Siridharini | Slave Money at Slave Money.
What is Sunil Kumar (Cfp®)'s email address?
AeroLeads has found 1 work email signal at @wealthnest.in for Sunil Kumar (Cfp®) at Slave Money.
Where is Sunil Kumar (Cfp®) based?
Sunil Kumar (Cfp®) is based in Bengaluru, Karnataka, India while working with Slave Money.
What companies has Sunil Kumar (Cfp®) worked for?
Sunil Kumar (Cfp®) has worked for Slave Money, Siridharini, Winnest, and Spectra Vision.
How can I contact Sunil Kumar (Cfp®)?
You can use AeroLeads to view verified contact signals for Sunil Kumar (Cfp®) at Slave Money, including work email, phone, and LinkedIn data when available.
What schools did Sunil Kumar (Cfp®) attend?
Sunil Kumar (Cfp®) holds B.Sc, Science from Bangalore University.
What skills is Sunil Kumar (Cfp®) known for?
Sunil Kumar (Cfp®) is listed with skills including Investments, Mutual Funds, Equities, Business Strategy, Financial Planning, Investment Advisory, Financial Advisory, and Wealth Management.
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