Sumitkumar Sakhala
Partnering with HNIs & Entrepreneurs to Strategically Grow and Preserve Long-Term, Tax-Efficient Wealth | AVP, Motilal Oswal Private Wealth | Ex-Kotak Privy | Ex-ICICI Securities
- Role
- Associate Vice President Private Wealth at Motilal Oswal Financial Services Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sumitkumar Sakhala
From Wealth to Legacy:I work closely with entrepreneurs, professionals, and business families to simplify and strengthen every aspect of their financial journey, because true wealth deserves structure, not complexity.At Motilal Oswal Private Wealth, I help clients build, grow, and preserve wealth through a research-driven and relationship-first approach across asset classes and life stages.For me, Wealth management is about clarity, discipline, and long-term alignment — not just reacting to market noise.After all, the real art lies in turning wealth into legacy — one thoughtful decision at a time.Testimonial from my client:Sumit isn\'t just an advisor; he\'s been our financial mentor. His guidance is more than charts and graphs; it\'s about our life journey. Trust isn\'t a word we throw around lightly, but with him, it\'s the cornerstone of our financial partnership.
Experience
Associate Vice President Private Wealth
Motilal Oswal Financial Services Ltd
Sep 2023 — Present · Mumbai, IN
Motilal Oswal Private Wealth
Education
Lala Lajpatrai Institute Of Management
Master of Business Administration (M.B.A.), Marketing
2013 — 2015
Lala Lajpatrai Institute Of Management
Master of Business Administration (MMS), Marketing
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