In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
In the Suite
38. Taking Bold Leaps of Faith to Follow Your Heart and Give Globally with Devika Kamboh CFP® CLTC MBA, Founder & President at Sohum Global Foundation
It’s a joy to welcome our guest Devika Kamboh, CFP®, CLTC, MBA to In The Suite. Devika is the Founder and President at Sohum Global Foundation and Founder and Managing Partner of Sohum Financial Planning. She’s a Certified Financial Planner who empowers her clients to create a road map to guide themselves to financial independence and their real life goals.
She’s a risk-taker, always open to the next chapter of life. Devika packed her bags and moved from NYC to a ranch in Colorado.
“I realized that I need to bring balance not only to my clients' lifestyles, but also to move them away from this unilateral focus on money,” Devika says. She explains that we sometimes forget that money is a means, it's not the end.
Sohum, in Sanskrit, means to be “One with the Universe.” In this episode, Devika shares how deliberate manifestation makes all the difference. The purpose of the journey isn't to navigate life on autopilot, but to truly fly, to discover why you gravitate in a certain direction.
“Have the courage to communicate your vision,” Devika says.
Join the conversation to hear about:
- Welcome to Devika! (5:45)
- Taking the leap to a new journey and moving cross-country (7:25)
- Learning about Devika’s upbringing and family (11:05)
- How she came into the finance industry “kicking and screaming” (13:30)
- Accepting change and making a positive difference (18:45)
- Pushing past biases and unconscious behavior (23:50)
- Why women championing each other is so important (27:40)
- Focusing on working toward “lifestyle x” not just money earned (31:00)
- Cultural mindsets and mentorship (36:50)
- How Digital Inclusion Project came into play (43:50)
Referenced Materials
- Devika Kamboh CFP® CLTC MBA - LinkedIn
- Devika Kamboh CFP® CLTC MBA - Twitter
- Sohum Mountain Ranch - Website
- Sohum Mountain Ranch - Facebook
- Sohum Global Foundation - Website
- Digital Inclusion Project - Video
- Lady Shri Ram College in New Delhi
- Devika Kamboh Speaks with Pam Krueger at the Advisor Thought Leader Summit - Vimeo Video
- Marie Swift - Impact Communications, Inc.
- Zaneilia Harris - Harris & Harris Wealth Management
- Sadhguru YouTube Channel
- Wise Earth School of Ayurveda
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
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📧 Want to get in touch? Email me at tina@growintentionally.com
