Sunil Kapadia
Consultant at Sun Investments & Financial Services
Instant Booking
Bio

Finance Professional (39 yr. experience) in corporate finance, financial services sector and in teaching.

 

Areas of Interest: Finance, Economics & SDG, Investments & ESG, Circular Economy, Renewable Energy, and Education.

I Care about Diversity, Equality, Inclusion, Access to Children’s Education, Healthcare.

 

Since Dec. 2002: Consultant advising 300+ family clients (who have committed over Rs.363 million) in planning for life, retirement, & investments.

 

Faculty/Subject Matter Expert/Trainer: (since June 2014)

I facilitate & impart learning on Finance, Economics, Banking, Financial Services, Budgeting, Capital Markets, Investments, Financial Literacy, Train the Trainers, Behavioural Aspects, etc.  (133 sessions; 2379 participants).

Adjunct Faculty with Symbiosis School of Banking and Finance (Jan-Aug 2023).

 

1985-2002: as Manager with corporates in arranging the finance, evaluated cost aspects of 52 industrial projects (Rs. 3255 million), supervised accounts, Cash flow, MIS.

 

Assessor (2009-2020): evaluated Three Educational institutions, One Infrastructure, and Three Manufacturing companies for Performance Excellence.

Online Assessments: for Process Improvement29 projects and Innovation 11 projects.

 

Published: (35) articles on Macroeconomics, Capital Markets, Green Finance, Renewable Energy, ESG & Sustainability, and Education. (Include 3 in Scopus; 9 in Google Scholar; 2 in EBESCO; 5 in SSRN; 2 in Crossref; 1 in UGC journals, and 9 in MCCIA-Sampada).

And a book on Investments – Art or Science.

 

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

Reviewer: 11 articles for i) AJAEES; ii) AJEFM; iii) AJAEB; iv) AJARR; v) SAJSSE; vi) JEMT; vii) JEAI; And 2 book chapters for viii) BPI, India.  

 

Ph.D. Macroeconomics & MBA Finance.

Awarded Best Presenter: Macroeconomic Challenges of India.

 

Four students completed Internships under my guidance.

I was invited as an Industry Expert by MIT-WPU, Pune for (23) Student’s Viva

I was invited as Panel Member by SDMIMD, Mysore at its 9th International Conference.

 

Committee Member at Pune Management Association.

What to Expect

Potential clients per their requirements, can expect overview and detailed discussion (with case studies) on subject matters that include Finance, Economics, Investments, Banking & Financial Services, Wealth Management, Behavioral Finance, Education (Leaning & Teaching) related topics, etc. Per need basis I am open to share my presentation materials used.

Session Topics
Education,learning, Teaching
Finance, Economics, Banking
Consultancy, Advisory
Book a 1:1 Video Session
Looking for personalized guidance? Schedule a 1:1 video session now and get expert support tailored to your needs!
Starting at $40