Hi. I’m Sumit.
A Financial Analyst.

“Empowering Businesses and Individuals Through Financial Expertise”

Investment Hacks
Personal Finance
Financial Analysis
Interactive Learning

About Me

Born into a humble family in India, my financial journey began out of necessity. I almost had to drop out of school in 6th grade because my family couldn’t afford the fees, but I fought hard to stay in school and keep my dreams alive. Growing up with little to no resources taught me the value of persistence and hard work.
I worked day and night in various jobs, saving every dollar I could. With just $8, I made my first investment in mutual funds, gradually moving to equities. I built my knowledge from scratch through relentless learning and experimenting with my portfolio. In just a few years, I saved enough to fund my MBA in Canada… Know More About Me

What I Do

I analyze financial data and provide insights that help clients make informed investment decisions. My work involves understanding market trends, assessing risks, and developing strategies that optimize investor returns.

Investment Analysis

I evaluate opportunities through financial modeling and risk assessment for mergers, acquisitions, and capital raising.

Financial Modeling

I create financial models to simulate investment outcomes and guide strategic decisions.

Market Research & Valuation

I conduct market research and valuations to support investment recommendations.

Data Interpretation & Reporting

I turn financial data into insights, delivering clear reports for stakeholders.

Financial Knowledge for Every Stage of Life

Starting with Small Investments

Maximizing Wealth and Early Retirement

FEATURED WORK

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