We Are Certified Financial Planner
About SFINVERSE
We SFINVERSE (S.M.A.R.T financial Universe) was established in December 2019. We have been assisting in wealth management, loan servicing, and Chartered Accountant service along with legal property assistance.
We know each individual is different – So are their financial goals, aspirations, and risk appetites. Along with us, you customize your financial planning, take investment decisions & control. We handhold you in your financial journey until your goals are achieved.
Our Vision
We want to create awareness among people (Pan India) on importance of well defined financial planning and benefits which one can reap in future.
Our Mission
To be supportive financial buddy for our clients, by adding value to their life and finance through our products and services.
Our Team
Sumit Kumar
Founder & CEO
A CFP professional with an experience of 13+ years in NRI Banking and wealth management and an expert in business development and client management. He is PGDBM- BA (Finance) from MITCON, Pune.
Sudeep Shrivastav
Co-Founder & CFO
He is a young and dynamic person with 8+ years of experience in the banking & financial market and poses his expertise in the loan sector. He pursued his MBA in marketing at Mumbai University.
Subramanian Anantharaman
Consultant Director
Certified Finance professional with more than 30+ years of Multi-Cultural International experience, of which 15+ years in Senior Executive roles. Successful personal experience of over 20 years of investing in Shares, Mutual Funds & Bonds in India. Lately (3+ years) been guiding & assisting, individuals in financial planning for a stable future.
Capt. Jaideep Verma
Co. Director
A man of discipline, Master( FG) and a visionary with an experience of 43+ years in shipping and management. He did his Shipping Management from IIM Ahmedabad and other courses in Finance too. He has Successful personal experience of over 38 + years of investing in Shares, Mutual Funds & Bonds.
CA Abhay Nair
Practicing CA
Practicing Chartered Accountant (Expertise in Taxation, Financial Analysis & Internal Controls) Worked in Finance Dept handling Gas Purchase & Capex accounting. Debt Syndication with banks, NBFCs and Private Debt, funds, Business Analysis for companies to maximize their returns, Strategizing capital structure for corporate
Our Values
Pioneering
We will be assiduous, and resolute in taking on challenges, using deep customer insight to develop innovative financial solutions for them.
Integrity
We will be fair, honest, transparent and ethical in our conduct; everything we do must stand with the fiduciary.
Excellence
We will be passionate about achieving the highest standards of services, always promoting a client-centric approach.
Unity
We will invest in our people and partners, enable continuous learning, and build caring and collaborative relationships based on trust and mutual respect.
Responsibility
We will harmonize environmental and social principles in our businesses, ensuring that what comes from the people goes back to the people many times over.
Why Work With CFP
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification can help to provide that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.
Most people think that all financial planners are “certified”, but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
