CA CFP® Sunil Kumar Bahri

Visionary
DISC Type : Ds

Founder at Wealthyworld Estate LLP

Chandigarh, India

Overview

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.

Personality Overview

Big Vision Person

Objective Evaluator

Early Adopter

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care 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.
Disciplined Investing
His posts frequently emphasize that wealth creation comes from endurance and discipline through market volatility, rather than from attempting to predict market movements.

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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Sunil Kumar Bahri – Insider Profile (Founder, Wealthyworld Estate LLP). Featured in Zonebourse

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Work History

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

Education

1994 - 1999
CA from The Institute of Chartered Accountants of India
2003 - 2006
MBA from Indira Gandhi National Open University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Chandigarh, India Job Level : Leadership Designation : Founder at Wealthyworld Estate LLP
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Insights For Selling To CA CFP® Sunil Kumar

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CA CFP® Sunil Kumar is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from CA CFP® Sunil Kumar

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will CA CFP® Sunil Kumar move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can CA CFP® Sunil Kumar take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And CA CFP® Sunil Kumar

Personality Compatibility


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