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Sumita Paul
Certified Financial Planner @Athena Wealth Nz
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WORK HISTORY
Certified Financial Planner @Athena Wealth Nz
NZ
I work with my clients to prepare financial plans to translate their life plans into financial terms. We work out the feasibility of the various options and work to close any gaps. I work with individuals, couples, families and charitable entities.The areas covered in a financial plan are:Cash flow analysis and management§ Risk planning § Liability planning§ Life/retirement planning§ Investment planning # Risk profile assessment # Investment portfolio construction§ Estate Planning
EDUCATION
Mahatma Gandhi University
Bachelor of Science (B.Sc.), Bachelor of science
Massey University - Te Kunenga ki Pūrehuroa
Grad Dip in Business, Personal Financial Planning
Cochin University of Science and Technology
MBA, Business Administration
Harvard Kennedy School
Short Course, Investor Behaviour and Decision Making
SKILLS
ABOUT SUMITA PAUL
As a Certified Financial Planner at Athena Wealth NZ, I work with my clients to prepare financial plans that translate their life plans into financial terms. With over 24 years of experience in the financial services industry, I have the expertise and knowledge to help them navigate complex and dynamic financial situations and make informed decisions that align with their values and goals.My core competencies include cash flow analysis and management, risk planning, liability planning, life/retirement planning, investment planning and portfolio construction, and estate planning and structuring. I also have a strong background in investment advisory, fiduciary management, and business development. I am passionate about understanding my clients\' beliefs, motivations, and expectations and ensuring they comprehend the implications of the recommendations I offer. I am committed to delivering high-quality service and building long-term relationships with my clients.
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