![Simran Arora](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Simran Arora
Consulente / Consigliere presso
Nicola Wealth Management Ltd. (Private Equity)
Profilo
Simran Arora is a Wealth Advisor/Portfolio Manager at Nicola Wealth Management Ltd. He previously worked as a Consultant at Investors Group, Inc. from 2010 to 2013, a Financial Planner at TD Wealth Management Services, Inc. (Canada) from 2013 to 2015, and a Portfolio Manager at MD Financial Management, Inc. from 2015 to 2023.
He received his undergraduate degree from Panjab University Chandigarh in 2009.
Posizioni attive di Simran Arora
| Società | Posizione | Inizio |
|---|---|---|
Nicola Wealth Management Ltd. (Private Equity)
 Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments. | Consulente / Consigliere | 01/01/2023 |
Precedenti posizioni note di Simran Arora
| Società | Posizione | Fine |
|---|---|---|
MD Financial Management, Inc.
 MD Financial Management, Inc. Investment ManagersFinance MD employs time-tested models to develop forward-looking asset allocation strategies and diversified mandates aligned with client’s goals to find their ideal balance between risk and return. The firm utilizes both active managers and passive strategies. | Consulente / Consigliere | 01/11/2017 |
TD Wealth Management Services, Inc. (Canada)
 TD Wealth Management Services, Inc. (Canada) Investment ManagersFinance Provides wealth management services | Consulente / Consigliere | 01/05/2015 |
Investors Group, Inc.
 Investors Group, Inc. Investment ManagersFinance Provides financial planning services | Consulente / Consigliere | 01/01/2013 |
Formazione di Simran Arora
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
11
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Panjab University Chandigarh
 Panjab University Chandigarh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Provides financial planning services | Finance |
MD Financial Management, Inc.
MD Financial Management, Inc. Investment ManagersFinance MD employs time-tested models to develop forward-looking asset allocation strategies and diversified mandates aligned with client’s goals to find their ideal balance between risk and return. The firm utilizes both active managers and passive strategies. | Finance |
Nicola Wealth Management Ltd. (Private Equity)
Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments. | Finance |
TD Wealth Management Services, Inc. (Canada)
TD Wealth Management Services, Inc. (Canada) Investment ManagersFinance Provides wealth management services | Finance |
