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VerifiedInvestment Management· Founded 2018

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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HeadquartersBangalore, IndiaEmployees7(11 to 50)Founded year2018Websitesumex.inLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

7

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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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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