At Sanctum Wealth, my role is to offer curated solutions to achieve client objectives and become their most trusted partner for today and tomorrow. I aim to help them achieve their financial goals and secure their legacies, maintaining the highest standards of conduct and service in all my activities.
Having been a part of the wealth management industry for over a decade, I possess a comprehensive understanding of diverse facets of financial planning, investments, banking, credit solutions, and succession planning. Over the years, I have built up a credible practice amongst the most respectable business families, senior corporate heads, and professionals.
I love traveling and am a voracious reader. I live by the quote “Today is better than yesterday but worse than tomorrow”.
As the Head of Investment Products at Sanctum Wealth, my primary responsibility is to identify, conduct due diligence, and review PMS and AIF product ideas. I ensure that our clients have access to the best investment products available, along with clear communication regarding the underlying benefits and risks associated with each investment opportunity. Additionally, I play a key role in communicating the firm’s investment strategy and other product-related information to our clients.
My qualifications include a Post Graduate Diploma in Management (PGDM) from the Indian Institute of Management (IIM) Lucknow and a bachelor’s degree in Electrical and Electronics Engineering from Amrita Vishwa Vidyapeetham. Furthermore, I hold certifications as a Financial Risk Manager (FRM) and a Chartered Financial Analyst (CFA) charter holder, with over a decade of experience across organisations such as Standard Chartered Bank and Infosys.
In my free time, I enjoy reading and playing a variety of sports to unwind.