NSEbazaar.com presents a comprehensive profile of CA Sumeet Mongia—covering education, professional milestones, media presence, and key personal details such as age, net worth, spouse, and Wikipedia availability. Here is his journey in a straightforward, professional tone:
Background and Education
CA Sumeet Mongia hails from Indore, Madhya Pradesh. He completed his Chartered Accountancy (CA) qualification and also holds an LLB degree. Beyond these, he has earned a DISA (Diploma in Information System Audit) credential and is a Certified Dispute Resolution Professional. Additionally, he has acquired multiple certificates from NISM (National Institute of Securities Markets), including Research Analyst, Investment Advisor, Alternative Investment Fund, Mutual Fund, and Equity Derivatives. These qualifications provide him with a well-rounded foundation in both theory and practical application across finance, audit, and regulatory domains.
Academic Achievement and Professional Experience
- All India 17th Rank in CA Exam: Securing a top-20 national rank demonstrates his academic excellence in the rigorous CA curriculum.
- Leading Research Analyst Mentor: He has guided the highest number of candidates to become SEBI-registered Research Analysts, assisting influencers, finance professionals, and traders to achieve that designation.
- Educational Content Creator: Through on-site classes and active social media engagement, he regularly shares tutorials, insights, and updates on financial markets and regulations.
- SEBI Registration Consultancy: He advises aspiring professionals on the registration process for Research Analyst or other SEBI-recognized roles.
- “Captain of the Industry” Recognition: The Chief Minister of Madhya Pradesh honored him with this title for significant contributions toward enhancing financial literacy across the state.
Association with SEBI and Stock Exchanges
- SEBI-Empaneled Speaker: He conducts free Investor Awareness Programs under SEBI’s auspices, having delivered over 100 sessions in recent months alone.
- Collaboration with Multiple Stock Exchanges: By partnering with various exchanges, he ensures that investors and small stakeholders receive accurate, up-to-date guidance on market operations, compliance, and risk management.
Collaboration with NISM
- Trainer for Industry Professionals: Under NISM’s umbrella, he has led specialized programs for Research Analysts, Mutual Fund Distributors, Stock Brokers, and Sub-Brokers. Topics have included Equity Derivatives, Currency Derivatives, and Mutual Fund operations. His sessions are known for blending theoretical rigor with real-world examples.
Leadership at RISE Excellence Academy India Pvt. Ltd.
- Director and Lead Trainer (Since 2008): He has overseen RISE Excellence Academy’s growth into a premier financial training institute. Today, RISE comprises more than 180 trainers across India.
- Program Management: Beyond delivering hundreds of training sessions himself, he manages curriculum development and coordinates guest lectures from subject-matter experts. The Academy emphasizes practical skill development—ensuring participants can apply concepts rather than just memorize theory.
Media Presence and Speaking Engagements
- National Press Features: Regular columns and interviews appear in publications such as Naidunia and Dainik Bhaskar, where he comments on stock market trends and economic outlooks.
- Josh Talks Speaker: He has delivered two well-received talks, sharing his personal journey, tips for early-career finance professionals, and insights on emerging market opportunities.
- DIPAM Engagement: Invited by the Department of Investment and Public Asset Management, he spoke on matters related to PSU disinvestment—addressing policymakers, investors, and public-sector stakeholders.
- Trainer at IIM Indore: He has conducted modules for the Research Analyst Program, helping participants understand equity research methods, valuation techniques, and regulatory compliance.
- Twenty-Five Years of Industry Expertise: Over a quarter-century, he has served as a trader, mentor, consultant, and options writer.
Personal Interests and Future Vision
- Reading and Self-Development: He spends time each week reading business strategy books and literature focused on personal growth.
- Family and Recreation: During weekends, he often takes walks with family or watches cricket matches to unwind.
- Future Goals: He aims to evolve RISE Excellence Academy into a one-stop financial literacy platform covering investment planning, retirement solutions, tax optimization, and asset allocation. He is also planning a new interview series on YouTube, featuring industry leaders who will share their experiences and career advice.
Key Personal Details
- Age: Exact birth date is not publicly disclosed, but based on his CA qualification year (2005), he is estimated to be in his early forties.
- Net Worth: No verified source has publicly confirmed his net worth; any figures found online remain speculative.
- Spouse: Details about his spouse are not available in the public domain. He maintains personal privacy regarding family information.
- Wikipedia: There is currently no dedicated Wikipedia page for CA Sumeet Mongia in English or any regional edition.
Conclusion
CA Sumeet Mongia’s path—from securing a top-20 national rank in the CA exam to becoming a recognized trainer, mentor, and speaker—reflects both academic rigor and practical expertise. His role in creating SEBI-registered Research Analysts, managing RISE Excellence Academy, and conducting over a hundred investor awareness programs underscores a commitment to financial education. For those pursuing a career in finance or trading, his content, whether on social media, in-person workshops, or future interview series, can provide actionable guidance and inspiration.
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Nice sir