About Sunil
I am a seasoned independent management consultant, leveraging three decades of deep financial services expertise ( 25 years with a big financial Conglomerate) and six years of dedicated management consulting practice.
With a foundational 30-year career spanning diverse facets of financial services, including Investments, Insurance, Mutual Funds, Corporate Finance, Capital Market products, Alliances & Worksites, Managing distribution of Multiple Loans, Research, Start-up consulting, Business Plans, Compliance and Advisory I have cultivated an unparalleled understanding of the industry's intricacies, regulatory frameworks, and market dynamics. This extensive background provides a robust platform for delivering insightful and actionable solutions to my clients.
My transition into management consulting six years ago further solidified my ability to translate this deep domain knowledge into strategic guidance across critical areas such as financial services transformation, entrepreneurship, investment strategies, capital allocation optimization, M&A advisory research and Environmental, Social, and Governance (ESG) integration in Investment strategies .
English
Native or bilingual
Hindi
Native or bilingual
Remote only
Primarily works remotely
Experience
- AdviceYOGIFounderNovember 2019 - Today (6 years and 9 months)Indore, Madhya Pradesh, IndiaEmpowering students with an entrepreneurial mind set to make a positive impact on their job readiness / start-up venture. Consulting services for job seekers, career changers, and for those in transition on most effective methods of self-marketing, networking, and relationship building.
- WivennIndependent ConsultantSeptember 2025 - Today (11 months)At Wivenn I am a part of the network of experts in the Financial Services and ESG sector, assisting in the decision-making of companies and supporting the success of their goals. Wivenn provides Expert Network and Primary Research services for Banks, Investment Funds, Consulting and Independent Brokers, connecting these clients with leading and the most renowned experts from various fields and sectors.
- Coleman ResearchIndependent Management ConsultantBANKING AND INSURANCESeptember 2020 - Today (5 years and 11 months)Indore, Madhya Pradesh, IndiaIndependent Consultant in Financial Services domain , and ESG domain , providing my consulting services as a free lancer.
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Education
- Sustainability and Corporate ESG Faculty Development ProgrammeAll India Council for Technical Education2025Sustainability and Corporate ESG Faculty Development Programme
- Faculty Development Programme on " Intellectual Property Rights & Patents"Intellectual Property Talent Search Examination (IPTSE)2025Faculty Development Programme on " Intellectual Property Rights & Patents"