Advisor at Pacific Paradigm Advisors LLC
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Firm
Pacific Paradigm Advisors LLC
Location
Wellesley, MA
Credentials
CFA®, Series 63
Industry experience
11 years
Punita Kumar Sinha is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. She has worked at Bennett and Coleman and has been with Pacific Paradigm Advisors LLC since 2012. Outside her advisory role, she serves as an independent director on multiple corporate boards across various industries, including pharmaceuticals, financial services, fintech, and real estate, and chairs several board committees. Additionally, she is the chair of the Investment Advisory Board at IIT Delhi and is involved in sustainable venture capital and consulting activities. Pacific Paradigm Advisors LLC primarily manages the Asia Opportunities Fund, focusing on Asia ex-Japan equity markets through a bottom-up stock selection process supported by fundamental and quantitative analysis. The firm serves pooled investment vehicles and provides consulting services to other investment advisers.
Based on Pacific Paradigm Advisors LLC
Performance fees may be assessed if and when The Asia Opportunities Fund accepts subscriptions from external investors; specific fee not stated and only charged to qualified clients
Account minimum: $250,000 (may be waived at discretion)
Wellesley, MA
Massachusetts
Bennett and Coleman
2012 - 2018 (6 years)
Pacific Paradigm Advisors LLC
2012 - Present (14 years)
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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