Sumex Private Wealth
Sumex is a new private wealth entity established in January, 2018. The founding team at Sumex has over 25 years of experience in the Indian Wealth Management space. The senior management has strong business backgrounds with extensive experience and exposure in both Indian and International markets. With its Headquarters in Bengaluru, Sumex plans to expand its operations in Mumbai, Chennai, Hyderabad, Delhi and Kerala followed by over 10 Tier-2 cities across the country in a span of 2-3 years. At Sumex, the team comprises of strong individuals with in-depth knowledge on market dynamics and rich experience in investment research. Sumex believes in getting the right people to manage the client’s wealth. This inevitably makes Sumex one of the strongest and most efficient wealth management firms. The technology platform at Sumex Private Wealth is extremely robust and unique. This helps clients to access their investments anytime and anywhere. Clients can also buy and sell their investments at ease using Sumex’s web and app-based platform.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- PK
Praveen Kumar
CEO · General Business & Management
EmailPhone - PK
Praveen Kumar
Chief Executive Officer · General Business & Management
EmailPhone - SB
Shashidhar Bandi
Vice President · Finance & Accounting
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Showing 3 of 6 verified contacts
Top roles at Sumex Private Wealth
6 distinct titles indexed · top 6 shown.
- 1ceo
- 1chief executive officer
- 1chief investment officer
- 1executive
- 1private banker
- 1vice president
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