Sumit Panjani

Business Development Manager at Valueonshore Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Experience

  • Valueonshore Advisors
    • India
    • Business Consulting and Services
    • 200 - 300 Employee
    • Business Development Manager
      • Jan 2023 - Present

  • HDFC securities
    • India
    • Financial Services
    • 700 & Above Employee
    • Team Lead
      • May 2022 - Mar 2023

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Analyst
      • Jan 2021 - Oct 2021

  • Recency Capital
    • Agra, Uttar Pradesh, India
    • Financial Advisor
      • Apr 2020 - Dec 2020

      · Developing ad-hoc strategies according to client portfolios and investment advisory. · Encouraging fresh investments according to their financial appetite. · Developing ad-hoc strategies according to client portfolios and investment advisory. · Encouraging fresh investments according to their financial appetite.

  • HDFC securities
    • India
    • Financial Services
    • 700 & Above Employee
    • Finance Executive
      • Mar 2019 - Jan 2020

      Suggesting and managing the investments of individual clients & their portfolios for profitable returns. Suggesting and managing the investments of individual clients & their portfolios for profitable returns.

Education

  • University of Mumbai
    Bachelor of Commerce - BCom, Accounting and Finance
    2015 - 2018

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