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Sunil Kapadia

Doctor of Philosophy in Macroeconomics - PhD at KL University

Professional Background

Dr. Sunil Kapadia is a highly esteemed consultant and trainer, bringing over three decades of rich experience in finance, investment advisory, and macroeconomics to his clientele. Since December 2002, he has been running his consultancy, advising more than 150 family clients in areas such as wealth management, life planning, risk covers, income tax matters, and offering ‘value-add’ services that address clients’ diverse financial needs. This extensive experience uniquely positions him as a trusted advisor in both personal and corporate finance, showcasing his commitment to delivering value by understanding and catering to the specific needs of his clients.

From November 1989 to December 2002, Dr. Kapadia honed his skills in the corporate sector, where he led a team managing 52 industrial civil projects worth INR 3,255 million. His proficiency in finance was instrumental as he arranged funds for working capital, coordinated a public-cum-rights issue, and supervised various aspects of accounts, budgets, and financial operations. This extensive corporate experience allowed him to develop a pragmatic understanding of finance and investment, further enhancing his ability to advise clients effectively.

In addition to his consultancy work, Dr. Kapadia has actively engaged in evaluating quality management and performance standards. Since 2009, he has conducted independent evaluations based on the RBNQA Malcolm Baldrige & CII Business Excellence-EFQM models for various sectors, including three educational institutions, three manufacturing companies, and one infrastructure firm. Furthermore, he spearheaded an online assessment initiative that encompassed process improvement and innovation across multiple industries, providing insightful feedback for a variety of organizations within the BFSI, ITES, real estate, healthcare, and logistics sectors. Notably, the MSME Ministry has recognized him as a ‘ZED Assessor’ for his role in providing feedback and evaluation for MSMEs since 2017.

Education and Achievements

Dr. Kapadia's educational credentials further substantiate his expertise. He holds a PhD in Macroeconomics from KL University, where he delved deeply into the complexities of economic theory and practice. His academic journey also includes an MBA in Finance from the University of Pune, where he graduated with First Class honors, alongside a PG Diploma in Financial Management from the University of Mumbai. His foundational knowledge stems from a Bachelor of Commerce degree in Accounting and Finance from Anjuman Islam's Akbar Peerbhoy College in Mumbai, further complemented by an early education at G.T. High School.

In his quest for knowledge and thought leadership, Dr. Kapadia has contributed significantly to the academic community as well. He has published twenty-six scholarly papers for doctoral and international conferences/seminars in India, showcasing his dedication to advancing the field of finance and economics. His research and contributions to literature in finance culminated in the publication of a book titled “Investments – Art or Science” in 2019 (ISSN: 978-93-89583-07-6), which reflects his depth of knowledge and understanding of investment principles and practices.

Training and Workshops

Since June 2014, Dr. Kapadia has dedicated himself to enhancing the financial literacy of professionals through numerous training sessions. He has conducted ten sessions on Financial Literacy and Awareness for the MCA and AIWMI, alongside thirteen sessions focused on finance, investments, banking, and behavioral aspects. His expertise has been recognized by various organizations, earning him a place as a ‘Train the Trainer' facilitator for the Maharashtra Government's MCED program in August 2018.

Additionally, Dr. Kapadia joined the National Trainers for AIWMI in May 2019 and has served as an External Expert for KL University’s online programs since September 2019. His involvement with the MSME Ministry further demonstrates his dedication to empowering small and medium enterprises, as he was empaneled as a ‘Train the Trainer’ for their SCORE module in October 2019. Moreover, he has been empaneled as a CPE-Trainer by NISM-Mumbai for a three-year term from March 2020 to March 2023 for two distinct modules,

Personal Interests

Outside of his professional commitments, Dr. Kapadia enjoys reading, listening to music, and traveling. His personal hobbies reflect his inquisitive nature and love for continuous learning, as he often seeks out new experiences and knowledge during his travels. This well-rounded approach to life further enriches his understanding of diverse economic and cultural landscapes, which undoubtedly feeds back into his professional pursuits.

Dr. Sunil Kapadia is a quintessential professional whose commitment to financial education, consultancy, and academic contributions has established him as a reputable figure in the fields of finance and macroeconomics. His extensive expertise, combined with a passion for helping others achieve their financial goals, makes him an invaluable asset to both individuals and organizations looking to navigate the complexities of today’s financial landscape.

Related Questions

How did Dr. Sunil Kapadia develop his expertise in wealth management and financial consulting?
What inspired Dr. Sunil Kapadia to pursue a PhD in Macroeconomics?
Can Dr. Sunil Kapadia share his experiences working on large-scale industrial projects?
How has Dr. Sunil Kapadia's training in finance contributed to the improvement of financial literacy among professionals?
What key insights has Dr. Sunil Kapadia gained from evaluating quality management systems across different industries?
Sunil Kapadia
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Location

Pune, Maharashtra, India