Sumit Jha

Sumit Jha

Sumit is a personal finance enthusiast having more than 14 years of experience in Investment Banking, Wealth Management, Impact Sector and NBFC.

He started his career with Darashaw & Co. in June 2007 with Investment Banking Sales team as Fixed Income Dealer and was responsible for handling relationship with Treasuries of Banks, Mutual Funds, Insurance Companies, Private Wealth Management, PDs and Brokers.

Next assignment was with ICICI Securities Private Wealth Management as the Product Manager for Fixed Income & Insurance, where he was instrumental in creating a book of INR 4000 crore of Bonds/NCD, during his stint he also helped the ISEC team in developing the online bond platform which was the first of its kind in India.

After that he moved to L&T Infra Finance as Team Manager in their Debt Capital Market team and was responsible for down sale and sourcing of structured credit papers.

His last assignment was with Unitus Capital a Bangalore based boutique Investment Bank focused on raising money for impact businesses, where he was leading their Debt Capital Markets team and was responsible for raising debt capital for their clients from domestic lenders as well as overseas lenders.

Educational Qualification: Post Graduate in Capital Markets from (National Institute of Securities Markets), Post Graduate Diploma in Insurance & Risk Management from BIMTCH (Birla Institute of Management & Technology), B. Com (Hons.) from Banaras Hindu University.

Licenses & Certification: Management Development Program-Rebalance Volatility Certification Course (NSE Academy) NISM-Mutual Fund Distributor (passed NISM Series V-A) and IRDA Composite Insurance Advisor (passed IC-38 exam of Life, Health & General Insurance)

Sumit intends to empowers the individuals by strengthening their financial skills through financial well- being workshops and programs.

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