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Sumeet Arora — Co-Founder & Managing Partner · Aevitas Capital · Delhi, India.
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About
Nearly 19 years of experience in the areas of Profit Centre Operations, Investment Management, Forex, Business Development and Wealth Management in the Financial Services & Banking segment.. Adept at analysing the financial capabilities of clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk and building healthy business relations with major clientele. Proficient in driving business operations encompassing customer relationship management, administration, market analysis, development of new markets and market segments. Track record of attaining consistent yearly growth both in terms of sales and revenues, as well as developing new clients/ markets, thereby expanding the customer base. Deft in assessing financial & economic environment to ascertain the most profitable investments regarding risk involved and benefits receivable. An impressive communicator with honed interpersonal, team building, negotiation, presentation, convincing and analytical skills.
Experience
Co-Founder & Managing PartnerCurrent
Aevitas Capital · New Delhi, Delhi
Jan 2020 – Present
AEVITAS Capital is a solutions oriented multi-family office and boutique investment firm. Our core philosophy at AEVITAS is based on a holistic approach that helps both preserve and create wealth for relationships we manage through dynamic portfolio recommendations backed by strong research, technology and expert team. Our solutions are bespoke, customized as per requirements with an open architecture platform. We are believer of ‘Trust’ approach and bring a unique ‘forever’ relationship philosophy for our clients.
Head-North, Global Wealth Management
quant Group · Delhi, India
Jul 2012 – Dec 2019
Instrumental in setting up Quant’s Delhi office and mobilising team to scale up business. The wealth business has grown tremendously in terms of AUM and revenue during the period. The approach was to provide client centric and holistic advice to clients Investment objective. Advising HNI / corporate clients through various services/products with a view to protect and transfer their wealth by solving complex needs about investments planning. Having long term relationships with the clients and the trust they put in into us helped in this journey tremendously.
Education
Skills
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