Mumbai, Jul 17, 2023
Sanctum Wealth, a Mumbai-headquartered wealth management company overseeing ₹20,000 crores in high-net-worth client assets, has announced the appointment of Roopali Prabhu as CIO and Head of Products and Solutions.
In this role, she will oversee teams involved in a broad spectrum of product functions, including investment strategy, portfolio management, equities and derivatives broking, and fixed income and structured products, amongst other advisory and specialist services.
Roopali returns to Sanctum after a stint as the Chief Investment Officer with JM Financial, where she oversaw client portfolios and managed products and solutions for the Private Wealth group. Prior to her first stint with Sanctum Wealth from 2016 to early 2023, she worked with several eminent firms such as HDFC Bank, ICICI Prudential Asset Management Company, Morgan Stanley Private Wealth Management and Franklin Templeton Investments. Roopali brings more than two decades of experience in investment strategy and product management.
Shiv Gupta, Founder and CEO of Sanctum Wealth, said”We are delighted to welcome back Roopali as Head of Products and Solutions. She was a pivotal member of the firm for several years since its inception, where she designed and delivered a world-class investment strategy and product management capability for high-net-worth clients. Having built a strong product platform, Roopali will now focus on maintaining a dynamic ideation capability while strengthening our foundations as we grow substantially in scope and scale. Further, her return will reinforce our shared ethos of conducting our business with integrity and in the spirit of collaboration.”
Commenting on her return, Roopali shared, “I am excited to be back at Sanctum, where I have had the privilege of working with some brilliant minds in the industry. The firm has been consistently characterised by an exceptional team culture, strongly anchored on the principle of doing the right thing for clients. It shall be my privilege and a gratifying challenge to contribute to the firm’s go-forward agenda as we collectively strive to deliver exceptional client outcomes while seeking to grow our franchise.”
For more information, please visit www.sanctumwealth.com
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CoWrks, Level 3,
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