As Chief Investment Officer at Sanctum Wealth Management, I oversee the investment management function with a 10 member investment team at the company.
My journey at Sanctum began in 2016, prior to which I served as the Chief Investment Officer at Wodehouse Capital Advisors.
Having spent over 20 years of my career on Wall Street, I have seen the industry evolve from the best vantage point. My formative years were spent as Senior Analyst at Morgan Stanley Asset Management, Senior Manager at Deloitte Consulting and Equity Research, and Associate at Alliance Capital.
Later, I became the Vice President of Investments at Sophis Investments – a hedge fund firm based in New York City. I have also served as Portfolio Manager and Vice President, Equity Research at Lehman Brothers.
A B.Sc. graduate from Columbia University, I went on to complete my MBA from the Leonard N. Stern School of Business at New York University. Apart from that, I’m also a certified Chartered Financial Analyst.
As Head of Client Service, North & East, I strongly believe in delivering the highest levels of service with utmost sincerity and integrity. Because clients may forget what you have said but they will never forget how you made them feel.
I have been a part of Sanctum since its inception, having worked with The Royal Bank of Scotland, Private Banking (erstwhile ABN Amro Bank) for over 12 years prior to the setting up of Sanctum. The experience has been one of the best I have ever had. The path so far has been very enriching and has opened a whole new level of learning for me.
I always look to keep my team motivated, engaged and inspired to ensure that the clients always experience superior levels of service. The strength of the team is each member. The strength of each member is the team.
The quote I live by is – Your personal life, professional life, and creative life are all intertwined.
An Executive MBA (CEMP) from CORNELL UNIVERSITY & a CERTIFIED PRIVATE WEALTH MANAGER with a rich exposure of over a decade and half which includes experience in financial planning, goal setting, need analysis & suitability profiling on various investment products and using it to structure and manage investment mandates.
Having been trained for combat with the INDIAN AIR FORCE and over 7 years in service, I would like to bring the same discipline, commitment and dedication to all my clients across various investment classes.
It is my commitment to take time understanding my client’s goals & ambitions and it is my mission to see them through in reality.
I lead the Compliance, Legal & Secretarial function, where my role is to ensure we have the best corporate governance standards. I look at compliance akin to brakes in cars – they may be serving the function of slowing down the speed of the car, but it is the confidence that there is a good braking system that lets the owner accelerate in the first place. Within the regulatory framework, I try to find pragmatic solutions to serve our business requirements.
Before joining the young and dynamic team at Sanctum, I have worked for companies like Reliance Nippon Life Asset Management, Bharti Axa Asset Management, Principal PNB Asset Management and Standard Chartered Asset Management.
As a professional who has spent over 13 years working in this challenging function, I have learnt that a friendly denial is always better than an unwilling compliance to various regulatory and compliance related constraints. “I may not win, but I am bound to be true” is the motto I live by.
Beyond work, I love traveling. For me, it is an excellent way to unwind, while I reflect on how little I know of this world.