Sunil Kumar (Cfp®) Email and Phone Number
Sunil Kumar (Cfp®) work email
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Sunil Kumar (Cfp®) personal email
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.
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FounderSlave Money Jan 2023 - Present -
FounderSiridharini Jan 2015 - Present -
Managing DirectorWinnest Apr 2009 - PresentAs 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. -
DirectorWinnest Jun 2005 - PresentBangalore, IndiaBy 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. -
DirectorSpectra Vision Apr 2000 - 2005
Sunil Kumar (Cfp®) Skills
Sunil Kumar (Cfp®) Education Details
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Science
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.
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Sunil Kumar, CFP®
Senior Financial Planner @ Td Wealth Financial PlanningGreater Vancouver Metropolitan Area2yahoo.com, yahoo.ca
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