CA CFP® Sunil Kumar Bahri in

CA CFP® Sunil Kumar Bahri

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Founder at Wealthyworld Estate LLP
📍 Chandigarh, India

Sunil Kumar Bahri is a Chartered Accountant and Certified Financial Planner with over 25 years of experience. As the founder of Wealthyworld Pathways and Wealthyworld Estate, he provides strategic wealth and real estate advisory for UHNIs and NRIs, managing significant portfolios. Colleagues describe him as an energetic, organized, and goal-oriented leader.

He uniquely founded two complementary firms—one for multi-asset wealth management and another for high-value real estate advisory—to offer a holistic financial ecosystem for elite clients.

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Experience
21 Years
Current Role
Founder
Job Level
Leadership
Location
Chandigarh, India
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Priorities

Topics CA cares about

UHNI & NRI Wealth
His practice is built around strategizing financial legacies for Ultra High-Net-Worth Individuals and Non-Resident Indians, focusing on multi-asset portfolio planning and wealth repatriation.
Real Estate Advisory
He founded a dedicated firm, Wealthyworld Estate LLP, to provide specialized advisory on premium residential, commercial, and investment-grade assets for high-value clients.
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Career

Work history

3-2025
Founder
Wealthyworld Estate LLP
12-2020
Founder Director
Wealthyworld Pathways Private Limited
12-2009 - 12-2020
Regional Head Punjab
Principal Funds
4-2006 - 3-2007
Regional Manager
ICICI bank ltd
3-2004 - 12-2009
REGIONAL HEAD SALES
ICICI bank ltd
In the press

Media appearances

Wealthyworld Estate LLP – Company Profile (Founder: Sunil Kumar Bahri, CA CFP®). Featured in Filesure.in
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Sunil Kumar Bahri – Director Profile (Founder, Wealthyworld Estate LLP). Featured in The Company Check
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Education
1994 - 1999
CA
The Institute of Chartered Accountants of India
2003 - 2006
MBA
Indira Gandhi National Open University
Social presence
in
Behavioral profile

DISC profile (public)

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