Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Poonam Kumar is the director and chief financial adviser at iXCEL Financial Solutions and a winner of NZA Elite Women 2024. Poonam is also being recognized as an Excellence Awardee in the Commercial Mortgage Adviser category at the 2025 New Zealand Mortgage Awards.
This achievement is a testament to her dedication, expertise, and commitment to helping businesses and commercial clients secure the best financial solutions. Her hard work and passion for making a difference in the industry truly stand out.
At the core of Kumar’s approach is her belief in building and nurturing long-term relationships. Her clients are not just numbers on paper; they are partners in a financial journey. She is known for her exceptional ability to listen, understand and act on her clients’ needs, ensuring that their financial goals are met with the utmost precision and care.
In addition to her distinguished role as the director and chief financial adviser at iXCEL Financial Solutions, Kumar is a passionate and dedicated member of the Rotary Club, where she serves as Treasurer. Her work with the Rotary Club reflects her belief that strong communities are built through active participation and leadership.
3 Gurtin Road, Flatbush, Auckland
021 712 678
poonam@ixcel.co.nz
linkedin.com/in/poonam-kumar-82b0052b
ixcel.co.nz
Poonam Kumar
Director and Financial Adviser
iXCEL Financial Solutions
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2002–2007
2007–2009
2010–2018
2021–present
2023–present
2002–2004: Junior Accountant at Rob Baker & Associates Chartered Accountants, Sydney, Australia
2005–2007: Accounting Officer at Spotless Services, NZ
2002–
2007
Management Accountant at Northern Hospitality, NZ
2007–
2009
2010: Business Analyst at Westpac
2013: Business Manager at Westpac
2015: Legends Awards – Best Banker at Westpac
2016: Commercial Manager at Westpac
2018: Legends Awards – Best Banker at Westpac
2010–
2018
Director and Financial Adviser at iXCEL Financial Solutions
2021–
present
Treasure Rotary Clud of Botany Downs
President Elect Rotary Club of Botany Downs (2024)
NZA Elite Women 2024
2025 NZMA Excellence Awardee – Commercial Mortgage Advisor
2023–
present
Milestones
Milestones
ELITE WOMEN 2024 JUDGE