Shiv Gupta is the Founder and CEO of Sanctum Wealth Management 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 as 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 Management, 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 20 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 has worked with Standard Chartered Bank and Mashreq Bank.
Born in India, 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 Management 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 Management.
Born in India, 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 Management, 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 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.
Born in India, 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”.
Prateek Pant is the Head of Product & Solutions at Sanctum Wealth Management, and is part of the Founding Management Team.
Prateek oversees the Indian product platform to deliver client solutions in diverse areas of investments, wealth planning and real estate services.
Prateek has 23 years of experience across banking and finance in India and Middle East. Prior to RBS, he worked with Franklin Templeton, Commercial Bank of Qatar, HSBC, ABN Amro & Bank of America across functions in Branch Banking, Asset Financing, Credit Cards and Wealth Management.
Prateek holds a Bachelor’s degree in Chemical Engineering (B.E) from University of Mumbai and also a Post-Graduate Management degree (MMS) from Jamnalal Bajaj Institute of Management Studies, Mumbai.
Prateek’s approach to solving issues is client centric and solution oriented. He says, “For our clients, we play the role of a financial doctor to diagnose their financial health and prescribe suitably, it should never be the other way around.”
Neeraj Sirur is the Chief Operating Officer at Sanctum Wealth Management, and a part of the Founding Management Team.
Based in Mumbai, Neeraj oversees all aspects of operations for Sanctum, including Technology, Change Management, Operations, Risk & Assurance, and Corporate Services.
Neeraj comes with over 24 years of experience in Financial Services of which 12 years have been with the RBS Group. Prior to this, he was with HSBC, as a Private Banker, managing High Net worth clients in key cities in South India, before moving to an Operations and Compliance role within the same organisation.
Born in India, Neeraj holds a Bachelor’s degree in Commerce (Banking & Finance) and an MBA degree from the University of Poona.
Neeraj’s view on values is simple. Do the right thing. Always.
Caroline is the Head of Human Resources at Sanctum Wealth Management, and a part of the Founding Team. Caroline is the primary interface between the business and HR experts to provide advice on employee related matters. She is also responsible for ensuring effective delivery of the firm’s staff engagement agenda.
Caroline joined RBS over eight years ago as an HR Delivery Manager for the Western region in India. In 2008, she took on her current role supporting HR for Private Banking, and subsequently Group India Operations and the Country Executive’s office. Prior to RBS, she worked at Tata Finance and American Express in a similar HR capacity. Caroline holds a Bachelor’s degree in Business Administration from Madurai Kamaraj University and a Master’s degree 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.