Sumant Sourabh is an investment professional with experience spanning financial advisory, venture analysis, and highnetworth client acquisition across Europe and Asia. He specializes in consultative portfolio planning, global market research, and riskaligned diversification, with a track record of building long-term client relationships and collaborating with senior fund managers to meet growth objectives.

Most recently, Sumant has advised clients on investments, insurance, and wealth strategies through Deutsche Vermögensberatung (DVAG) in Berlin, constructing portfolios aligned to risk profiles and financial goals while maintaining rigorous KYC and compliance standards. He has developed leadgeneration campaigns through networking, social channels, and referrals to expand his advisory footprint.

Previously, as a Partner SubBroker with Upstox (RKSV Securities) in India, Sumant acquired and managed a network of HNI investors, delivering tailored trading and investment guidance across equities, ETFs, and commodities. He partnered with regional teams to improve client retention through datadriven analysis and personalized support.

Earlier, as CoFounder and Director of Veerdhi99 Fashion in Gurugram, he led strategic business development, financial planning, and investor relations, overseeing budgets, supplychain partnerships, and digital marketing initiatives to drive sustainable growth.

Sumant holds an MBA in Finance & Accounting from the International University of Applied Sciences (Berlin) and a BA in Sociology from Nalanda Open University. He is certified through the Lean Startup Sprint by Startup Incubator Berlin and is multilingual in English, German, and Hindi. His competencies include client acquisition and relationship management, portfolio construction, global market research, risk management, financial modeling, and KYC/compliance.

“Sumant blends clientcentric advisory with disciplined portfolio strategy across geographies. His crossborder market perspective and relationshipdriven approach strengthen our wealth advisory and investor engagement,” said Steve Alain Lawrence, Chief Investment Officer at Balfour Capital Group.