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Sumit Mahajan, CAIA, FRM has over 17 years of experience in the financial services industry. Sumit began their career in 2003 as a Software Engineer at Wipro Technologies. In 2006, they moved to Indus Valley Partners as a Team Lead and was promoted to Senior Team Lead. In 2011, they joined NorthPoint Solutions as a Manager. In 2014, they moved to ACA Technology and held the roles of Manager, Senior Manager, and Managing Director. Currently, they are the Managing Director at Portfolio BI since 2020.

Sumit Mahajan obtained their B.Tech in Computer Science from Punjab Technical University between 1999 and 2003. Sumit also attended DAV Public School. Sumit holds the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association and the Certified Financial Risk Manager (FRM) from the Global Association of Risk Professionals (GARP).