“Sunil is a pioneer in the development and delivery of online investment advice. He has been associated with the industry from its inception in the latter part of the 1990s when he founded AssetPlanner, one of the first internet-based investment advice companies. That company’s product was regarded as one of the best advice systems in the US as well as in Europe by independent research companies.
Sunil brings his extensive experience in developing affordable and personalized advice to LTSave, which he has started to serve the needs of individuals planning and saving for retirement.
Prior to entering the investment advisory business, Sunil was at Fidelity Investments from 1991 to 1996. There he served on the management team of Fidelity Investments Institutional Services Inc. (Fidelity Advisor funds) as Vice President and CFO. From 1984 to 1991, he was in the management consulting practice of Price Waterhouse LLP. He obtained his MBA in Finance, Accounting, and Information Systems from the Kelley School of Business at Indiana University, Bloomington in 1984.” (Source: Invesra)
