As Director and Head of Investment Products at Sanctum, my core responsibility is to ensure that we bring well-researched and high-conviction products to our clients.
In my previous roles, I have headed managed products for Morgan Stanley Wealth Management in India. I have also managed products and communication for ICICI Prudential Portfolio Management Services and institutional sales for Franklin Templeton, among other stints.
I am responsible for helping clients nurture their wealth and build legacies from it. My work involves meeting clients, understanding their financial requirements and working closely with our solutions team to help achieve them. I derive insights from my experience to evaluate each option, and structure the best possible one in conjunction with my client.
I started my career with Wockhardt Limited and subsequently had a two-year stint with ICICI Bank, where I was based abroad. Prior to Sanctum, I worked with RBS and ABN Amro for more than ten years, in multiple capacities across Mumbai and Bangalore.
Away from work, I value and look forward to the time I spend with my family. I also love playing table tennis and often compete at a higher level.
I conduct myself based on a credo that helps me view relationships from a long term perspective – “Your career is a marathon, not a 100-metre dash – take the long view.”
As a team leader for client servicing for the Southern Region, I am driven by a commitment to exceptional client experience.
I believe in making it easy for our clients and maintaining a high degree of responsiveness to their needs. I tenaciously look to motivate, coach, inspire and direct my team on the best ways to achieve customer delight. I also look to create an inclusive climate that respects diversity and differences.
Prior to Sanctum, I have worked with RBS Private Banking for over ten years and with Standard Chartered Bank for two years.
I live by the values of commitment, sincerity, team-work, trust and integrity. Placing clients’ interest first and thinking long term are key elements that have driven my conduct throughout my career and will continue to do so in the future.
Being part of Sanctum is living by its values at every stage of evolution and at every level.
A quote I live by is, “Passion makes all the difference in the world.”
I am responsible for providing financial solutions to Ultra High Net Worth client groups. A trusted advisor to my clients, I deliver bespoke solutions to complex financial requirements.
Having spent over eleven years in the financial services industry, I have acquired deep expertise in Private Banking, Family Office Advisory, Portfolio Management, Portfolio Credit and Wealth Planning Strategies.
In my previous roles with RBS Private Bank and Credit Suisse, I have successfully managed and advised clients to achieve their financial objectives. At Credit Suisse, I spearheaded new business initiatives including the ‘Single Family Office’ and Lombard Lending propositions. In the past, I have also worked with HSBC and Allegro Capital Advisors, where I have held leadership roles.
I am passionate about fitness and I regularly train for long distance runs and participate in marathons. I find it extremely rewarding, as it helps me challenge myself to set new benchmarks and maintain a healthy lifestyle.
As someone who maintains the highest levels of integrity in all aspects of life, I truly believe in the philosophy of “Being true to myself.”
I lead the risk and assurance function for Sanctum Wealth Management. We ensure that any potential risk exposure is pre-identified and mitigated through a robust risk management framework including continual monitoring.
My current experience in the area of business risk management has helped me understand the overall framework of risk and control management for a wealth management business, including evaluating the key risks of the business and assessing the adequacy and effectiveness of key control measures.
Being part of the founding team has been an enriching experience with very valuable learnings. The journey has been quite memorable, working with the team to set it up, bit by bit.
I have over 19 years of experience in business risk management, customer service and operations in banking and BPO industries and have worked with companies like The Royal Bank of Scotland, ABN Amro Bank, Bank of America, and GE Capital.
I live by, “What’s easy shouldn’t decide what’s right.”
Home is what keeps me rooted and that’s where I always am in my free time – creating memories with family and friends.