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Sumanth Shivarame Gowda CFP®

Sumanth shivarame gowda cfp®

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location of Sumanth Shivarame Gowda CFP®Bengaluru, Karnataka, India
Phone number of Sumanth Shivarame Gowda CFP®+91 xxxx xxxxx
Followers of Sumanth Shivarame Gowda CFP®726 followers

  • Timeline

    Sept 2005 - May 2010

    Branch Manager

    NJ India Invest Pvt Ltd
    Jun 2010 - Jan 2016

    Asst. Vice President

    IIFL (India Infoline Group)
    Current Company
    Sept 2016 - now

    Founder & Director

    Wealth Space Services Pvt Ltd

  • About me

    Founder and Director

  • Education

    • Sri siddartha institute of management studies

      2003 - 2005
      Mba marketing and systems

      MBA in Marketing and Systems

    • Ksou mysore

      2007 - 2008
      Pgdhr human resources

      PG Diploma in Human Resources

    • Sebi

      2015 - 2015
      Investment advisor investment advisory

      SEBI Investment Advisor

    • Macquarie university

      2015 - 2015
      Financial literacy

      Financial Planning

    • National institute of securities markets (nism)

      2016 - 2019
      Research analyst equity

    • Tafe nsw- sydney institute

      2015 - 2015
      Financial literacy financial planning

      Financial Planning

  • Experience

    • Nj india invest pvt ltd

      Sept 2005 - May 2010
      Branch manager

      Team Building & Handling, Event Management, Business Development, Training

    • Iifl (india infoline group)

      Jun 2010 - Jan 2016
      Asst. vice president

      Franchisee Management, Financial Products, Business Development and Team Handling

    • Wealth space services pvt ltd

      Sept 2016 - now
      Founder & director

      Certified Financial Planner - CFP® || Mutual funds || Stocks || Financial Advisory || Risk Management

  • Licenses & Certifications

    • Award in international wealth management

      Jointly by moody's analytics, pgp academy
      Apr 2024
      View certificate certificate

    • Certified financial goal planner - advanced level

      Nse academy limited
      Jul 2022

    • Nism research analyst

      National institute of securities markets
      Aug 2016

    • Research analyst - series xv

      Nism
      Aug 2016
      View certificate certificate

    • Cfp certification - global excellence in financial planning

      Fpsb india
      Jan 2025
      View certificate certificate

    • Amfi

      National institute of securities markets (nism)

    • Derivatives

      National institute of securities markets (nism)