​​​Sumit Tiwari is an advisor to professors, directors of local universities, chief executives, business owners, professionals and expatriates from various fields ranging from the shipping industry to the legal sector. He is also an associate director at AWM leading a team of 10 in the financial services sector.
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He is a recognised Estate Planning Advisor and researcher known for succession planning solutions and philanthropic giving for businesses and professionals. His views on the financial advisory landscape have been published on The Honeycombers website.
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Sumit has been awarded and recognised by various institutions including:
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Million Dollar Round Table 2022
Million Dollar Round Table 2023
Million Dollar Round Table 2024
Million Dollar Round Table 2025
International Dragon Award 2022
International Dragon Award 2023
Certified Estate Planner by Precepts
Associate Estate Planning Practitioner
Certified Colab Mortgage Broker
Associate Financial Consultant
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AWARDS & ACCREDITATIONS
Million Dollar Round Table '22, '23,'24, '25
Associate Financial Consultant
International Dragon Award
2022,2023
Estate Senior Practitioner
Certified Broker
AREAS OF EXPERTISE
ASSET MANAGEMENT
Personalised investment portfolios
for the respective desires in life
RISK MANAGEMENT
Insurance portfolios that take care of all risks that could stop you from achieving your desires
ESTATE MANAGEMENT
Inheritance and Philanthropic planning for future generations using tools such as Wills, Trusts and Lasting Power of Attorneys
Let's Chat
It takes a sincere conversation, maybe just 15 minutes long, to understand what it is that you really are looking for in planning your future.
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Sumit can enable you to have deeper understanding of the markets while allowing you to take charge of your own finances.
Kickstart your journey by rising above rigid financial solutions, and have Sumit curate a portfolio personally suited for you.
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Connect with him on his social platforms and enquire to find out how!
Disclaimer: The information contained on this website is general in nature and does not take into account your personal situation. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. There is no assurance that examples of client’s results can be duplicated in future.