Sumeet Nayak
Mumbai
I have over a decade of experience across various fields in finance encompassing Financial Services, Financial Planning and Investment Advisory.
A Bachelors degree holder in Commerce and Diploma in Banking and Finance (from Indian Institute of Banking & Finance), I topped it up with an MBA in Finance from Chetana’s Institute of Management and Research, one of Mumbai’s oldest and most prestigious BSchools.
I am also
- a NSE Certified market professional having completed NCFM certificates in capital markets (dealers) module, derivatives markets (dealers) module, commodities markets module and the NSDL –Depository Operations Module. Also hold currency derivatives certification from NISM.
- a Certified Personal Financial Advisor (CPFA) having obtained the certificate from National Institute of Securities Management (NISM) set up by Securities and Exchange Board of India (SEBI).
- a certified life insurance advisor having cleared the IRDA certification examination securing 98%.
During my corporate career I have had stints with Citigroup, MF Global, Newswire18 and Interactive Brokers.
I deliver lectures across graduate colleges and B schools in and out of Mumbai on topics related to Stock Market Investments and Mutual Funds, Commodity trading and Insurance.