Sumit Goenka is CFA/FRM/CeFA/Economics(H) qualified with over 15 years of experience in Financial Planning, People/thought leadership.

He has significant experience in working with Fortune 500 companies in Budgeting, Cost efficiency, expense strategy, transformation along with doing corporate/individual financial planning. 

He was one of the pioneers in bringing the paid financial model in India (which was highly critically acclaimed), this was very different from commission/kickback  based financial planing prevalent in the country. Sumit also has significant connect with various education institution for designing of financial planning courses, motivational speeches, placement planning/strategy.