Shiv Gupta is the Founder and CEO of Sanctum Wealth which was created through the acquisition of the Royal Bank of Scotland’s Private Banking business in 2016.
Over a 23-year career, Shiv has held several leadership positions in wealth management across Asia and the Middle East. His most recent position was Head of India and Co-Head of the Middle East for the Royal Bank of Scotland’s Private Banking Business.
Shiv holds a Bachelor’s degree in Economics (Hons) from Hindu College, Delhi University. He is also a graduate of the Harvard Business School’s General Management Program (GMP).
Anila Ahuja is the Market Head – North & East at Sanctum Wealth, and a part of the Founding Management Team.
Based in New Delhi, Anila heads a team of wealth managers and associates who manage clients in Delhi and other parts of the Northern Region in addition to Kolkata.
Anila has over 25 years of experience in the wealth management industry in India. She has been a part of the RBS Group for over 12 years. Prior to joining the RBS group, Anila worked with Standard Chartered Bank and Mashreq Bank.
Anila holds a Bachelor’s degree in Economics (Hons) from Lady Shriram College, Delhi University. She completed her Masters in Management Studies (MMS) from Jamnalal Bajaj Institute of Management Studies, Mumbai University.
Anila is a strong advocate of continuous learning. She says, “Always be learning – even the experts will tell you that the more you know, the more there is to learn.”
Puneet Periwal is the Market Head – West at Sanctum Wealth and a part of the Founding Management Team.
Puneet heads a team of wealth managers and associates who manage clients in Mumbai and other parts of the Western Region.
Puneet comes with over 15 years of experience in the wealth management industry in India. He has previously worked with Kotak Mahindra Bank and Citibank N.A. Puneet was with RBS Private Bank for four years prior to the buyout by Sanctum Wealth .
Puneet holds a Bachelor’s degree in Commerce from NM College and a Master’s degree in Management Studies from Mumbai University, with a specialisation in Finance.
Puneet believes that a product or price advantage can always be easily duplicated. But a strong customer partnership culture, driven by customer value-creation, can’t be easily replicated.
Yogesh Sodhani is the Market Head – South at Sanctum Wealth , and a part of the Management Team.
Based in Bengaluru, Yogesh heads a team of wealth managers and associates who manage clients in Bengaluru, Chennai and other parts of the Southern Region.
Yogesh’s work experience of over 20 years spans across the financial services sector in wealth management, treasury management and corporate finance. During this time, he has held leadership positions across firms including, Axis Bank, Morgan Stanley and HDFC Bank.
Prior to joining Sanctum, Yogesh was Head of Advisory in the South for Edelweiss Private Wealth Management.
Yogesh is a CFA charter holder with a Masters in Business Administration.
Yogesh believes that ‘Knowledge is Power’. In a rapidly evolving and highly dynamic environment everyone must strive to constantly enhance their knowledge and keep reinventing themselves. As Steve Jobs put it aptly – “Stay Hungry, Stay Foolish”.
Caroline is currently the Head of Human Resources at Sanctum Wealth and is a part of the Founding Team. She is the strategic advisor to business on people matters and is responsible for ensuring the effective delivery of the HR operations and staff engagement agenda.
Caroline is a seasoned HR professional with 20 years of experience behind her. She joined Sanctum from RBS where she spent over 9 years being the strategic HR business partner for varied business lines including private banking, retail banking, retail broking, transaction banking, retail assets, support functions & operations. She specifically supported the transformation of ABN AMRO private banking to RBS Private Banking (Coutts) that involved designing and delivering the resourcing strategy, compensation re-alignment exercise and employee engagement initiatives to name a few. Prior to RBS, she was associated with American Express and Tata Finance, where again, in addition to being an HR delivery manager, she played a leading role in significant business set-up and change programmes.
Caroline holds a Bachelor’s degree in Business Administration from Madurai Kamaraj University and Masters in Labour Studies from the Maharashtra Institute of Labour Studies.
Caroline is an advocate of “intent”. She says any problem can be solved and anything achieved if the intent is strong and well-placed.
Roopali is the CIO and Head of Products and Solutions and a part of the Management Team.
Based in Mumbai, Roopali heads 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.
She has over two decades of experience in diverse roles and functions. She was a co-head for Managed Products at Morgan Stanley Private Wealth and prior to that headed the products and communication function at ICICI Prudential AMC’s Portfolio Management Division. She was also a part of the frontline team managing client relationships at Franklin Templeton and HDFC Bank.
Tanmay is the Chief Operating Officer and a part of the Management Team.
Based in Mumbai, Tanmay oversees all aspects of business delivery, including Compliance, Change Management, Operations, Risk Management, Technology, and Corporate Services.
Tanmay comes with over 25 years of experience in Business Risk Management, Customer Service and Operations in Banking and BPO industries, with companies like Bank of America, ABN Amro Bank, Royal Bank of Scotland, and GE Capital.
Tanmay holds a bachelor’s degree in Commerce from Calcutta University.
She believes, “What’s easy shouldn’t decide what’s right.”