Sam Sujith

Strategic Investor | Trader | Research Analyst| NISM certified- Research Analyst, Derivatives, Mutual fund Distributor, Securities operations and risk management

Role: Paraplanner at Valenta
Location: Bengaluru, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sam Sujith

Finance professional with hands-on experience in financial analysis, valuation, and…

Experience

Paraplanner
Valenta
Dec 2024 — Present · Bengaluru, IN
Prepare detailed and compliant Statements of Advice (SOAs) tailored to client goals, circumstances, and regulatory requirements- Support Self-Managed Super Fund (SMSF) strategies, including contributions, pension establishment, and compliance oversight- Conduct comprehensive insurance needs analyses and recommend suitable personal protection solutions (Life, TPD, Income Protection, Trauma)- Utilise financial planning software (e.g,Zoho, customised templates) to model scenarios and prepare client-focused financial plans- Collaborate closely with financial advisors to ensure recommendations align with client objectives, risk tolerance, and legislative obligations- Review and structure fact-finds, risk profiles, and product comparisons to streamline advice delivery and improve efficiency.

Contact information

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Work email
•••••@valenta.io
Personal email
•••••@•••••.com
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Current company

Valenta

IT Services and IT Consulting · 558 employees · Founded 2011 · Clifton, New Jersey, United States

According to a recent global survey conducted by McKinsey & Company, revenue increases as a result of adopting Digital Business Process Automation, or AI as it's commonly known, can exceed 10%. Additionally, costs can potentially be decreased by more than 20% in some cases by implementing Digital Business Process Automation. Any rules-based process in areas such as Marketing and Sales, Strategy and Corporate Finance, Supply Chain Management, Manufacturing, Risk, Product and Service Development, Service Operations, and HR can all be optimized by the adoption of Business Process Automation (BPA). Valenta's Managing Partners are world leaders in BPA design and implementation for medium sized businesses. With offices in 17 countries and over 400 staff and partners worldwide, we are ideally placed to help your business. We provide customized solutions in Process Consulting, Digital Transformation, Staff Augmentation, Digital Marketing, and Learning. All our services are designed to assist your business to improve competence and performance, while reducing costs. Businesses operating in fiercely competitive markets require a competitive advantage, and Valenta provides you with this through our vast knowledge and quickly accessible resources. We have a diverse understanding of business practices across regions. With our experience and global presence, Valenta prides itself on the ability to understand in detail, the process dynamics of each business, and we will put together a specific solution that meets your growth objectives. Speak to our expert team at (60••••••09 or visit valenta.io to see how we can help your business thrive.

valenta.io

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About Sam Sujith

Experience

Paraplanner

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