I have been a part of Sanctum’s journey since its inception, before which I spent six years with RBS Private Banking. Every moment of this journey has been enriching and wonderful, and I attribute this to the values of Sanctum and how they resonate with mine. Overall, I have over 16 years of experience in the service industry.
I strongly believe that good client service is an attitude and must be deeply ingrained in the value system of every member of the team. This helps us to see every challenge as an opportunity, and to have a collaborative and focused approach towards the solution, thus earning the client’s trust. This also means that we always do what is right for the client.
I believe that trust is the cornerstone of every relationship and as the Head of Client Service (West), it is my endeavour to continue to build this trust with our clients.
As a Portfolio Manager at Sanctum, I oversee the discretionary portfolio function and am a member of the company’s Investment team in Mumbai.
I have over 12 years of work experience in the financial sector, 9 of which were spent in the Indian equity market in the capacity of a research analyst. I also served as a fund manager at Canara Robeco Asset Management Company. Prior to moving to equity markets, I spent my early years in the treasury department of ICICI Bank.
I hold a Bachelor’s degree in commerce from the University of Mumbai, and a Post-Graduate Diploma in Business Administration (Finance) from the Symbiosis Centre of Distance Learning. I am also a certified Accounting Technician from ICAI.
As a wealth manager and Client Partner, the way that I ensure that my clients get the best possible outcomes, is by being observant, patient and flexible. Life changes continually, and so does the economic, business and regulatory environment. Thus, it is important to revisit strategies on a regular basis and revise them when appropriate.
Over twenty years of client management experience with various global organisations has inculcated in me the ability to gain a deep understanding of client goals and needs, and the capacity to provide them with bespoke solutions. Prior to joining Sanctum, I worked with Client Associates, HSBC, ING Vysya and ABN AMRO Bank in similar roles.