# Sanctum Wealth: Investment management, Mumbai, India

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

Source: https://millionrounds.com/startup/sanctum-wealth (Millionrounds; every figure on the page links to its filing or article)

India · [Investment management startup](https://millionrounds.com/companies)

# 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.

Email

Funding reported Last round: Private Equity

Investment management Mumbai, India

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Company summary

- **Founded:** 2016 10 years old
- **Team:** 140 51 to 200 people
- **Funding reported:** 10.1M as listed, currency not stated
- **Last round:** Private Equity Sept 2021

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Sanctum Wealth has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 all **10.1M** in the source's currency

Last round **Private Equity**

Last round size **140k**

Last round date **Sept 2021**

## Founders and team

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

**Shiv Gupta** Founder and Chief Executive Officer

**Puneet Periwal** Co-Founder and Market Head, West

- **Tanmay Kejriwal** Chief Operating Officer

Advisers *Anila Ahuja*

## On 3 portfolio pages

Investors who name them

- [NAFA Capital](https://millionrounds.com/fund/nafa-capital-group)
- [Tuscan Ventures](https://millionrounds.com/fund/tuscan-ventures)
- [Jayesh Parekh](https://millionrounds.com/fund/jayesh-parekh)

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 diversification wealth management firm management consulting wealth management solutions india wealth platform real estate advisory wealth management services research analyst wealth management platform wealth management portfolio optimization wealth management india construction & real estate international investing financial goals law practice stock broker

Built with from their website

Network Solutions Microsoft Exchange Microsoft 365 Apps & Services Microsoft Exchange Online Microsoft 365 Outlook Microsoft Email Providers

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

## Investment management in India

Startups like it

- [**Paytm Money** Noida · founded 2017 *Raised*](https://millionrounds.com/company/paytm-money)
- [**foip.in** Gurugram · founded 2023](https://millionrounds.com/startup/foip-in)
- [**Dezerv** Mumbai · founded 2021](https://millionrounds.com/startup/dezerv)
- [**WealthApp Financial Advisors Pvt. Ltd.** Bengaluru · founded 2016](https://millionrounds.com/startup/wealthapp-financial-advisors-pvt-ltd)
- [**Utkarsh CoreInvest Ltd.** Varanasi · founded 2009](https://millionrounds.com/startup/utkarsh-coreinvest-ltd)
- [**Gateway Investments R** Chennai · founded 2022](https://millionrounds.com/startup/gateway-investments)
- [**Better Wealth Advisers** Jaipur · founded 2016](https://millionrounds.com/startup/better-wealth-advisers)
- [**Savart** Hyderabad · founded 2017](https://millionrounds.com/startup/savart)

## Is this your company?

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