Shashi Suman

CEO

South Delhi, Delhi, India13 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven expertise in wealth management and HNI advisory.
Strong analytical skills in equity research and financial modeling.
Experience managing NRI investments and portfolios.

Stackforce AI infers this person is a Wealth Management Professional with a strong focus on financial analysis and investment strategies.

Contact

Skills

Core Skills

Business Analysis

Other Skills

Business StrategyRisk AnalysisCapital MarketsRetail BankingValuationFinancial ModelingAnalyticsFinancial AnalysisMISMicrosoft Office

About

Experienced Wealth Manager with a demonstrated history of working in the banking industry. Skilled in Equity Research, Requirements Analysis, Banking, Requirements Gathering, and Derivatives. Strong finance professional with a PGDM focused in Finance from Loyola Institute Of Business Administration.

Experience

Sip wealth

Director

May 2018 – Present · 7 yrs 10 mos · New Delhi Area, India

Seguro private wealth

Associate Vice President

Oct 2017 – Apr 2018 · 6 mos · Dubai

Handling NRI Investments

Karvy private wealth

Senior Wealth Manager

Feb 2016 – Sep 2017 · 1 yr 7 mos · Noida Area, India

HNI Investment Advisory

Icici bank

Wealth Manager

Apr 2012 – Jan 2016 · 3 yrs 9 mos · New Delhi Area, India

HNI Portfolio Management

Distil information (p) ltd.

Intern

Apr 2011 – Jun 2011 · 2 mos · Chennai, India

Preparation of five years Rolling Business Strategy Plan including Sensitivity and Risk Analysis.

Education

Loyola Institute Of Business Administration

PGDM — Finance

Jan 2010 – Jan 2012

Ranchi University

B. Tech — Electronics and Communication

Jan 2005 – Jan 2009

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