India · Investment management startup

Sanctum Wealth

Sanctum Wealth is a full-service wealth management firm based in India, founded in 2016 after acquiring the Indian private banking business of the Royal Bank of Scotland.

Funding reportedLast round: Private Equity

Investment managementMumbai, India

About Sanctum Wealth

Sanctum Wealth is a full-service wealth management firm based in India, founded in 2016 after acquiring the Indian private banking business of the Royal Bank of Scotland.

Headquartered in Mumbai, the firm operates in six major Indian cities and serves over 1,500 clients, managing substantial client assets. The company specializes in private wealth management for high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and institutions. Sanctum offers a comprehensive range of services, including investment advisory, portfolio management, wealth planning, estate planning, real estate advisory, and bespoke wealth solutions. Its investment offerings encompass equities, fixed income, mutual funds, alternative investments, and tailored portfolio management services. Sanctum operates under multiple legal entities and holds various regulatory licenses, ensuring a robust and regulated wealth management platform.

What company datasets say Sanctum Wealth raised

Funding, as reported

Reported in all10.1Min the source's currency
Last roundPrivate Equity
Last round size140k
Last round dateSept 2021

Founders and team

From Sanctum Wealth's own website: 2 founders, 1 on the team.

Shiv GuptaFounder and Chief Executive Officer
Puneet PeriwalCo-Founder and Market Head, West
  • Tanmay KejriwalChief Operating Officer

AdvisersAnila Ahuja

On 3 portfolio pages

Investors who name them

Each firm lists Sanctum Wealth on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

investment diversificationwealth management firmmanagement consultingwealth management solutions indiawealth platformreal estate advisorywealth management servicesresearch analystwealth management platformwealth management portfolio optimizationwealth management indiaconstruction & real estateinternational investingfinancial goalslaw practicestock broker

Built with from their website

Network SolutionsMicrosoft ExchangeMicrosoft 365 Apps & ServicesMicrosoft Exchange OnlineMicrosoft 365OutlookMicrosoft Email Providers

Sector
Investment management
Industry code
NAICS 523940, SIC 6799
Region
Maharashtra
Revenue
4M a year, as listed

Investment management in India

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