Sanctum Wealth

We’re pleased to announce that Sanctum Wealth has been named 'Best Boutique Private Bank' at the Private Banker International Global Wealth Awards 2024. This global recognition reaffirms the strong base we’ve established and our drive to deliver the best outcomes for our clients. A huge thank you to our incredible team, clients, and stakeholders for their trust and support. Together, we’ll strive to break new ground, providing world-class wealth management solutions. It’s a privilege to be recognised among the finest in the industry. #WealthManagement #SanctumWealth #PrivateBankerInternational Shiv Gupta | Anila Ahuja | Puneet Periwal | Yogesh Sodhani, CFA (India) | Caroline Kulkarni | Roopali Prabhu | Tanmay Kejriwal | Nitin Nath | Sudhir Variyar | Shagun Kapur Gogia | Tariq Chinoy | Jayesh Parekh | Rory Tapner | Multiples Alternate Asset Management | The Xander Group | Tuscan Ventures | Private Banker International

Diwali invites us to brighten up our workplaces, homes, and hearts as we celebrate with colleagues, family, and friends. May the warmth of this festive season create cherished moments and fill our lives with lasting happiness. #SanctumWealth #WealthManagement #HappyDiwali

𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐓𝐮𝐫𝐛𝐮𝐥𝐞𝐧𝐭 𝐓𝐢𝐦𝐞𝐬: 𝐀 𝐃𝐞𝐞𝐩 𝐃𝐢𝐯𝐞 𝐢𝐧𝐭𝐨 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 The US political landscape is heating up, and its impact on global markets is undeniable. Our latest Global CIO Weekly delves into the rising tide of populism, the looming debt crisis, and the potential for market volatility. Want to know more? Check out our full Market Commentary: https://bit.ly/4febs5m #SanctumView #SanctumWealth #WealthManagement

With recent fluctuations following market highs, investors are now facing more complex decisions. In his latest authored article for Mint, Shiv Gupta, our Founder & CEO, discusses ways to position portfolios effectively to balance both opportunities and risks in the face of growing uncertainties and elevated valuations. Read the full article here: https://bit.ly/3YLq4DT #SanctumView #SanctumWealth #WealthManagement Shiv Gupta | Anila Ahuja | Puneet Periwal | Yogesh Sodhani, CFA (India) | Roopali Prabhu | Tanmay Kejriwal | Caroline Kulkarni | Rakshita Madan

It was great to have Avinash Godkhindi, Managing Director and CEO of Zaggle, at the IPO Roundtable 2024, where he led an insightful session addressing pivotal questions around the why, when, and how of public market listings. From understanding market timing to navigating monetisation journeys, the session sparked thought-provoking conversations and provided actionable insights for our audience of entrepreneurs and business owners. Hosted in collaboration with Practus, and supported by Harvard Alumni Entrepreneurs, the event focused on strategies for executing successful IPOs. A huge thank you to everyone who joined us, making the event a tremendous success. We look forward to hosting more such meaningful conversations to help our clients along their wealth creation journeys. #SanctumWealth #WealthManagement #IPO #CapitalMarkets Puneet Periwal | Anila Ahuja | Yogesh Sodhani, CFA (India) | Roopali Prabhu | Caroline Kulkarni | Tanmay Kejriwal | Shiv Gupta | Venkat S | Practus | Harvard Alumni Entrepreneurs | Zaggle

𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐩𝐭𝐢𝐦𝐢𝐬𝐦 𝐏𝐞𝐫𝐬𝐢𝐬𝐭𝐬 𝐀𝐦𝐢𝐝𝐬𝐭 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐔𝐩𝐭𝐢𝐜𝐤 Global markets are soaring, driven by economic growth and the Fed's rate cut. India's economy shows resilience, and Dow Jones 30 continues to rise. Gold and Silver are gaining traction as safe-haven assets. Wondering if Equities and Gold are the future? To know more click here: https://bit.ly/3BO9Twg #SanctumView #SanctumWealth #WealthManagement

In this month’s investment commentary, we explore the Fed's latest monetary policy moves, analyse the resilience of Indian markets, and compare Portfolio Management Services (PMS) to Mutual Funds. Read further: https://bit.ly/4hc27wA #SanctumView #SanctumWealth #WealthManagement

Meet vipul samyani, Head of Client Service, West. His pedigree, collaborative work ethic, and commitment to continuous learning have enabled him to lead positive change within his team and tackle complex challenges effectively.  We look forward to the continued impact he will have in shaping our success. #SanctumWealth #WealthManagement #iWork4SanctumWealth

𝐑𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐨𝐫 𝐑𝐚𝐭𝐞 𝐂𝐮𝐭𝐬: 𝐖𝐡𝐚𝐭’𝐬 𝐍𝐞𝐱𝐭 𝐟𝐨𝐫 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 The focus is shifting from aggressive rate cuts to building optimism for global growth, driven by stronger US data and China’s economic measures. With sectors like technology and metals poised to benefit, investors are rethinking their strategies. Wondering which regions and sectors could thrive? Explore all the insights here: https://bit.ly/3Y8AYSf #SanctumView #SanctumWealth #WealthManagement

India’s Fast-Growing Wealth Management Market and Enhancing & Scaling the Proposition The opening panel discussion of the Hubbis India Wealth Management Forum in Mumbai on August 28 saw four leaders in the industry assemble to convey their views to delegates. The discussion addressed the challenges and opportunities private wealth managers face amidst the rapid wealth market growth in India. Experts shared their insights on scaling the value proposition in this dynamic environment. They explored strategic approaches and best practices to navigate the complexities of wealth management in India today, focusing on effective management and growth strategies to stay ahead in this rapidly evolving market. They looked at the role of technology in enhancing the client experience and operational efficiency, adaptation to regulatory changes, the delivery of personalised service allied to scalable business models, and how collaboration and partnerships can be used to expand service offerings. Here, we have surveyed and summarised the observations of Shiv Gupta, Founder & Chief Executive Officer of the highly successful firm Sanctum Wealth. Read on here: https://lnkd.in/g25riFjA #WealthManagement #India #WealthSolutions #WealthPlanning #Strategy