About Sumit

With an extensive experience of two decades working with marquee companies, Sumit joined Holborn Assets as a Partner in the Residency & Citizenship by Investment (RCBI) domain in November 2023.

Having over seven years of experience in the RCBI industry, he has closely worked with high net-worth individuals and families in India and the Middle East and has helped them with resettlement advisory and end-to-end solutions. In the process, he has raised $30 million and has helped deploy in real estate, commercial projects, solar farms, venture capital funds, etc.

While interacting with clients, Sumit critically assesses the objectives of the clients and provides advice that fits with the benefits of investment migration programs across the globe.

As a seasoned wealth management professional, Sumit has advised clients with deploying capital across different asset classes and various geographies, while maintaining their risk profile and life objectives in sync. For clients who are looking for holistic solutions with RCBI and investment advisory together, he could be a handy proposition.

Sumit is a Mechanical Engineering graduate with a Masters in Business Administration from Great Lakes Institute of Management, Chennai, INDIA.

Qualifications

• Post Graduate Programme in Management (Finance & Marketing)
• Associate Member (IMCM) | Investment Migration Council
• Certificate in Investment Migration | Investment Migration Council
• S.E.B.I. Registered Investment Advisor (RIA)