dr. sunil kapadia

Consultant at Sun Investments & Financial Services

India

Bio Summary

Finance Professional (34 yr. experience) in corporate finance & financial services sector. 

Since Dec. 2002: Consultant advising 250+ family clients (who have committed Rs.320 million) in planning for life, retirement, & investments.

Subject Matter Expert/Coach/Trainer: (since May 2014)

I facilitate & impart learning on Finance, Macroeconomics, Budgeting, Banking, Financial Services, Investments, Financial Literacy, Train the Trainers (107 sessions; 1557 participants). Adjunct Faculty with Symbiosis School of Banking and Finance (Jan-Aug 2023).

1989-2002: as Manager with corporates in arranging the finance, evaluated cost aspects of 52 industrial projects (Rs. 3255 million), supervised accounts, Cashflow, MIS.

Published: (33) articles on Macroeconomics, Capital Markets, Green Finance, ESG & Sustainability, and Education & Skill Development. (Include 3 in Scopus; 8 in Google Scholar; 2 in EBESCO; 4 in SSRN; 2 in Crossref; 1 in UGC journals, and 9 in MCCIA-Sampada).

And a book on Investments – Art or Science.

Assessor: evaluated Three Educational institutions, One Infrastructure, and Three Manufacturing companies for Performance Excellence. 

Online Assessments: for Process Improvement – 29 projects and Innovation – 11 projects. 

Editorial Board Member for Journal of Business and Economic Development, USA.

Reviewer with Asian Journal of Agricultural Extension, Economics & Sociology, (AJAEES) Hooghly, W.B., India   

Ph.D. Macroeconomics & MBA Finance. 

Awarded Best Presenter: Macroeconomic Challenges of India.

Three students completed Internships under my guidance.

Member: PMA (Centre for Academics).

Employment History

Sun Investments & Financial Services

Consultant

Sun Investments & Financial Services

December 2002 - present

Othera, Kerala, India

PROFESSIONAL EXPERIENCE: A. Consultant: Planning for Life’s Journey, Investments & Related matter (Since Dec-02): • I have a fiduciary responsibility towards clients (250+ families) who have committed to invest more th ...see more

Selected Project Experience

Project Description:
As an Assessor-cum-Examiner I have evaluated seven annual award winning projects of different clients on the parameter of Malcolm Baldrige Quality Award and European Foundation for Quality Management (from 2009 to 2017)

Industry: Education

Topic(s): Academic Standards

Certificates

• Macroeconomics for Financial Markets by National Stock Exchange (NSE), Mumbai. • Investment Adviser (Level-1) by the NISM (a SEBI Educational Body), Mumbai. • Retirement Investment Adviser

Education

Master of Business Administration

Department of Management Sciences, Savitribai Phule Pune University

2014

Language Skills

Country Experience

India

Skills

Industry Experience