Sumit Cardoz
Australian Paraplanning | Financial Analyst | Wealth Management | Investment Strategies | Financial Planning Specialist
- Role
- Financial Planning Analyst at Valenta
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Sumit Cardoz
Passionate and detail-oriented Financial Planning & Paraplanning professional with…
Experience
Financial Planning Analyst
Apr 2025 — Present · Bengaluru, IN
Preparation of Financial PlansDraft detailed financial reports including strategic advice, investment analysis, and insurance recommendations.Client Data AnalysisAnalyze superannuation, pension, insurance, and investment details to assess the client’s financial position.Statement of Advice (SoA)Create and review SoAs containing tailored recommendations for clients, aligned with Australian regulations.Portfolio AnalysisConduct in-depth portfolio reviews to evaluate structure, risk exposure, and rebalancing needs.Financial ProjectionsPrepare cash flow models, investment returns, retirement forecasts, and insurance needs analysis.Collaboration with AdvisorsCommunicate with Australian financial advisors and product providers to clarify goals and obtain accurate data.Documentation & ReportingMaintain and update records, prepare investment strategy charts, and complete application forms.Quality AssuranceReview peer-prepared SoAs for accuracy and compliance with internal and regulatory standards.
Education
Bangurnagar Arts, Science & Commerce College, Dandeli.
Puc, Business/Commerce, General
Acharya Bangalore Business School
Master of Business Administration - MBA, Finance/Marketing
Bangurnagar Arts, Science & Commerce College, Dandeli.
Bachelor of Commerce - BCom, Business/Commerce, General
St.micheals convent high school dandeli
High school
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