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Dr. Sunil Kapadia

Dr. Sunil Kapadia

Dy Manager

Followers of Dr. Sunil Kapadia9000 followers
location of Dr. Sunil KapadiaPune, Maharashtra, India

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  • Timeline

  • About me

    Doctor of Philosophy in Macroeconomics - PhD at KL University

  • Education

    • Anjuman Islam's Akbar Peerbhoy College-Mumbai

      1980 - 1985
      Bachelor of Commerce (B.Com.) Accounting and Finance,Economics, Business Correpondence II

      Activities and Societies: -

    • G.T. High School Bhuleshwar Mumbai

      1974 - 1980
      S.S.C. (10th Standard)

    • Department of Management Sciences (PUMBA), Savitribai Phule Pune University

      2012 - 2014
      Master of Business Administration (M.B.A.) Finance First Class

      Activities and Societies: I lead my team (class mates/fellow colleagues/friends) on two different presentations made for project submission: 1. Komatsu in India and 2. Cola Wars Continue: Coca Cola and Pepsi in 21st Century This case discusses a beverage industry in general and a Cola market in particular.It also discusses,Increasing choices in the beverages market.The market forces and dynamics within the cola market.Cut throat competition between Cola market giants - Coke and Pepsi.New challenges faced by cola giants in the Twenty-First century –Can they boost flagging Cola sales?Where can they find the new revenue streams?Was their era of sustained growth and profitability… Show more This case discusses a beverage industry in general and a Cola market in particular.It also discusses,Increasing choices in the beverages market.The market forces and dynamics within the cola market.Cut throat competition between Cola market giants - Coke and Pepsi.New challenges faced by cola giants in the Twenty-First century –Can they boost flagging Cola sales?Where can they find the new revenue streams?Was their era of sustained growth and profitability coming to a close? Show less

    • KL University

      2015 - 2020
      Doctor of Philosophy - PhD Macroeconomics

    • University of Mumbai

      1989 - 1990
      1-year PG Diploma in Financial Management Finance and Financial Management Services-I & II Economics II

      Activities and Societies: -

  • Experience

    • Dodsal E & C Pte Ltd

      Mar 1996 - Apr 1998
      Dy Manager

      Initially worked at Jindal Steel project (at Bellary-Karnataka) for about 1 year and later on moved to Company's Head Quarters (Mumbai) where I have overseen and guided (12 projects, worth INR: 1350 million) in monthly MIS and related financials including Cost & time overrun.

    • JMC Projects India Ltd

      May 1998 - Dec 2002
      Manager Accounts

      Supervised Regional - Industrial/Civil projects worth INR: 1800 million from Finance/Cost aspects and lead my team in achieving company's objectives successfully.

    • Self-employed

      Dec 2002 - now
      Consultant BFSI & Visiting Faculty

      I am an Entreprenuer. I advice my clients in the matters planning for life, wealth management, retirement, and related financial services (including personal income-tax).

    • Sun Investments & Financial Services

      Dec 2002 - now
      Consultant BFSI

      Consultant: Planning for Life’s Journey, Investments & Related matter (Since Dec-02):I have a fiduciary responsibility towards clients (250+ families) who have committed to invest more than Rs. 330 million on my advice for their requirements. Provide expertise for investment planning, constructing asset allocation among various avenues, portfolio diversification, considering risk profiling, behavioral aspects in achieving Life important Goals, Retirement & needs at different stages of life. Advises in optimizing tax efficiency by balancing different types of investments and providing insights into tax regulations. Offers strategies to improve cash flow through tax optimization and debt management.Make recommendations for adequacy in Personal, Business, & Obligatory cover. Show less

  • Licenses & Certifications

    • Award in International Wealth Management

      Jointly by HDFC MF (Leap), Moody's Analytics, PGP Academy
      Apr 2024
      View certificate certificate

    • Six Sigma (Green Belt)

      Institute of Quality Engineers, Pune (India)
      Jun 2011

    • SEBI-RIA Investment Advisor (Level-1)

      National Institute of Securities Markets - NISM (educational body set up by SEBI)
      Feb 2018

  • Honors & Awards

    • Awarded to Dr. Sunil Kapadia
      Financial Situation of Indian Economy - Challenges & Opportunities (Research Paper) IBS Hyderabad, India Jan 2014 I presented my research paper on "Financial Situation of Indian Economy - Challenges & Opportunities" (being part of 36 invitees shortlisted) for 10th "International Conference on Business & Finance-ICBF" organised by IBS, IFHE University, Hyderabad, India, in joint collaboration with Spears School of Business, Oklahoma University, USA, during 9-10 January, 2014.Vice chancellor of IFHE university and other people having academic background who were present appreciated it.
    • Awarded to Dr. Sunil Kapadia
      Economic Reforms & Inclusive Growth - India (Research Paper) Central University, Kerala (India) Dec 2013 My full paper on "Economic Reforms & Inclusive Growth - India, was accepted by Central Univeristy, Kerala-India, at their "National Conference on - Economic Reforms, Growth and Social Welfare" during 16-18 Dec, 2013. The paper highlights the role played by Institutions, regulations and economic governance in sustaining the economic transformation for India to address its social and economic challenges. The paper highlights various bottlenecks which India needs to address that include narrowing… Show more My full paper on "Economic Reforms & Inclusive Growth - India, was accepted by Central Univeristy, Kerala-India, at their "National Conference on - Economic Reforms, Growth and Social Welfare" during 16-18 Dec, 2013. The paper highlights the role played by Institutions, regulations and economic governance in sustaining the economic transformation for India to address its social and economic challenges. The paper highlights various bottlenecks which India needs to address that include narrowing gap in living standards, to reverse rising inequality, reducing rich-poor divide, improving social and economic inclusion, improving agriculture growth, and responding to rising environmental degradation. Show less
    • Awarded to Dr. Sunil Kapadia
      Certificate of Excellence IMC-RBNQA, Mumbai-India Mar 2013 As a team member, for evaluating the implementation of Malcolm Baldrige Criteria by an Infrasructure company (2012 cycle)
    • Awarded to Dr. Sunil Kapadia
      Commendation Certificate Reliance AMC & Wellingkar Institute of Management, Mumbai-India Jun 2012 For securing very high percentage in CPFA examination of NISM-SEBI during April, 2012.

  • Volunteer Experience

    • Resource Person

      Issued by Ministry of Corporate Affairs (MCA) and the Institute of Chartered Accountants of India (ICAI) on Feb 2014
      Ministry of Corporate Affairs (MCA) and the Institute of Chartered Accountants of India (ICAI)Associated with Dr. Sunil Kapadia