Suman Kumar
Private Banker | Wealth Management | Financial Services | Family offices | UHNI
- Role
- Associate Vice President at Motilal Oswal Private Wealth
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Suman Kumar
Wealth management is about a lot more than money. It\'s about what money needs to do — for…
Experience
Associate Vice President
Sep 2024 — Present · Pune, IN
Private Wealth Management professional with experience in advising HNI and UHNI clients, family offices, and corporates on strategic wealth creation, preservation, and succession planning. I specialize in delivering holistic investment solutions across equity, debt, PMS, AIFs, and alternate assets, backed by robust research and a strong understanding of financial markets.At Motilal Oswal Wealth Ltd, I work closely with clients to understand their unique financial goals, risk appetite, and time horizons—crafting bespoke investment strategies that align with their personal and business needs. My approach is relationship-driven, focused on trust, transparency, and long-term value creation.Areas of Expertise:• Private Wealth Advisory• Investment Strategy & Portfolio Structuring• Alternative Investments – PMS | AIF | Structured Products• Tax-efficient Wealth Transfer & Succession Planning• Capital Market Products• Estate Planning & Family Governance• Client Relationship ManagementIf you’re looking to build or streamline your wealth strategy with personalized, research-driven guidance, I’d be glad to connect.
Education
Indian Institute of Management, Kozhikode
Advanced Data Science for Managers
Indian Institute of Management, Indore
Leadership and Change Management
MITSOM | MIT School of Management
BBM - International Business, Business Administration and Management, General
IBS Hyderabad
Master of Business Administration - MBA, Marketing and Finance
Skills
- Public Speaking
- Teamwork
- Team Management
- Microsoft Office
- Microsoft Word
- Team Leadership
- Powerpoint
- Microsoft Excel
- Research
- Management
- Customer Service
- Social Media
- Leadership
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