Sunil Toshniwal | The Family Office Stack

Sunil Toshniwal · Mumbai Metropolitan Region.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Total 17 years of experience in NBFC - Lending & Treasury management, Treasury & Family office Investments and 2 years in Debt Capital Markets (DCM) & Equity Analyst. Specialties:Lending & Underwriting : Lending to Climate focused mid market companies for their Green transition activities. Investment Management :- Managed portfolio of various Single family office and treasury as Investment Manager/CIO. Multi - Asset allocation - VC, VD,PE, Unlisted & Startup ecosystem, special situations, credit Funds ,Various Fixed Income Products. Liability Management :- Borrowings through bank loans , NCD, Commercial Papers,

Dollar bonds, Public issues and MLDs. ALCO, ALM Management, F&A for NBFC

Experience

Co-Founder & CFOCurrent
Evam Finance Pvt Ltd · Mumbai
Nov 2025 – Present
Climate Finance Platform for Mid Market Businesses
Family Office
Family Office · Mumbai, Maharashtra, India
May 2023 – Sep 2026

Education

ICAI — Chartered Accountant, Taxation, Financial Management, Accounts, Corporate Law · 2009 – 2011
CFA (AIMR) — CFA, Finance and Financial Management Services · 2011 – 2013

Skills

Start-up LeadershipInvestment BankingTreasury ManagementForeign ExchangeCorporate FinanceFinancial ModelingCapital MarketsProject FinanceEquitiesPrivate EquityCommercial BankingDue DiligenceDerivativesFixed IncomeDealer OperationsMoney MarketBloombergBondsPortfolio ManagementTreasuryCreditInvestmentsTrade FinanceTradingEmerging Markets

More Finance & Operations

Rinkoo Somani — Group Chief Financial Officer · Dani Family Office
Subia Kapoor — Lead- Operations & Service I Gurnani Family Office I · Assago Group
Chaitanya Dabholkar — Chief Investment Officer · Asiana Alternative Investment Fund
Danish Akhtar — Vice President · Anand Rathi Wealth Limited
Aditya Gangan · InCred Wealth
Rima Mathias — VP - Key Clients Group Family Office · 360 ONE Wealth