Our Story
GDP Wealth Partners was created from a transition from experience to conviction — shaped by years of working within large institutions, building client relationships, and developing a clearer view of how financial advice should be delivered.
Institutional experience. Boutique attention. Advice built around the client.
How We Think
Complexity must earn its place. A sophisticated strategy is valuable only when the additional complexity produces a meaningful benefit.
Good advice should be understood. A recommendation should be understandable — including why it was made and what trade-offs it involves.
Long-term thinking matters. Financial decisions should be evaluated within the context of the client's broader objectives, not simply today's market environment.
Meet the Team
Sumit began his career in technology, working in the securities domain with major financial institutions before moving into broader roles spanning strategy, M&A, capital allocation and public markets.
An IIT graduate with an MBA from the Rotman School of Management, he also holds the CFA® and CFP® designations.
That journey shaped a conviction: complex financial lives require advice that is integrated, practical and grounded in sound decision-making. Today, he brings that perspective to business owners, professionals and families through GDP Wealth Partners.
Sunisha brings extensive experience in financial services and wealth advice with a strong focus on helping individuals, families and business owners navigate important financial decisions with clarity and confidence.
Her approach is grounded in long term relationships, thoughtful planning and a clear understanding of how wealth, insurance and financial protection fit together — helping clients see the bigger picture when making important financial decisions.
Outside of work, Sunisha is part of a sports-loving family and values energy, connection and balance — qualities she brings to every client relationship.
Start with a no-obligation discovery meeting.
