Sumaiya Fathima

Sumaiya Fathima, CFP has a diverse work experience in the financial industry, spanning over 17 years. Sumaiya is currently working as a VP, Portfolio Manager at Sanctum Wealth Management since April 2016. Prior to this, they worked as an Investment Advisor at Royal Bank of Scotland Private Banking from October 2015 to March 2016. From August 2010 to October 2015, they served as an Associate Vice President, Portfolio Counselor at Religare Private Wealth. Sumaiya also gained valuable experience as an Associate Principal at Hexagon Capital Advisors, where they designed and implemented financial plans for high-net-worth individuals and provided investment and financial advice. Sumaiya started their career as a Finance Executive at M.P.A. Financial Services, where they were responsible for market research and internal control. Before that, they worked as a Channel Insurance Officer at Hexagon Insurance Services Pvt. Ltd. Throughout their career, Sumaiya Fathima has demonstrated expertise in portfolio management, investment advisory, financial planning, and market research.

Sumaiya Fathima, CFP has a diverse educational background in the field of finance. Sumaiya obtained a PG Diploma in Financial Engineering from Loyala Institute of Business Administration in 2003-2004. Prior to that, they completed their Bachelor of Commerce (B.Com) degree at Stella Maris College from 2000 to 2003. In 2009-2010, Sumaiya acquired the title of Certified Financial Planner (CFP) from FPSB India. Additionally, they obtained the Chartered Trust & Estate Planner certification from the American Academy of Financial Management in 2016.