Pravin Kumar of The Pravin Kumar Group is part of this year's WP Top 50 Advisors.
12 Pravin Kumar
The Pravin Kumar Group
CIBC Wood Gundy
Vancouver
AUM GROWTH: $4,000,000
AUM PER CLIENT: $805,882
REVENUE PER CLIENT: $10,588
CLIENTS AT END OCT 2015: 170
RETENTION RATE: 96.40%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 6
Taking a holistic planning approach, Pravin Kumar has built a successful practice that serves a select group of clients, who have an average of $805,882 AUM. One of his main goals is helping investors build their portfolios for upside potential and downside protection. His investment strategy is based on creating a globally diversified portfolio that helps scared investors find their courage in today’s volatile markets. He also mentors an MBA student at Sauder School of Business and is involved with the United Way.
The Pravin Kumar Group
CIBC Wood Gundy
Vancouver
AUM GROWTH: $4,000,000
AUM PER CLIENT: $805,882
REVENUE PER CLIENT: $10,588
CLIENTS AT END OCT 2015: 170
RETENTION RATE: 96.40%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 6
Taking a holistic planning approach, Pravin Kumar has built a successful practice that serves a select group of clients, who have an average of $805,882 AUM. One of his main goals is helping investors build their portfolios for upside potential and downside protection. His investment strategy is based on creating a globally diversified portfolio that helps scared investors find their courage in today’s volatile markets. He also mentors an MBA student at Sauder School of Business and is involved with the United Way.
