🔓 Unlock the full profile of Puneet Periwal (Sanctum Wealth), including verified contact details, financial insights, and professional associations.
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Email: pun*****@san******.com
Mobile: 68974*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Puneet Periwal co-founded Sanctum Wealth Management in April 2016, taking on the role of Market Head for the West region, aiming to provide a comprehensive range of financial services to clients.
- In the prior role as Executive Director and Market Head for Private Banking India at RBS from August 2011 to March 2016, significant contributions included driving growth and enhancing client relationships in the wealth management segment.
- During tenure as Director at Anand Rathi Financial Services Limited from December 2009 to July 2011, impactful strategies were developed to expand the client base and improve service offerings in wealth management.
- As Vice President of Wealth Management at Kotak Mahindra Bank from September 2003 to August 2009, initiatives were undertaken to optimize investment solutions and enhance client satisfaction.
- Puneet began the wealth management journey at Citibank India as a Citigold Wealth Manager from April 2002 to September 2003, focusing on personalized financial advising and investment strategies.
- In the earlier role as Branch Sales Manager at ICICI Bank from May 2001 to April 2002, foundational skills in sales management and customer service were established, setting the stage for a successful career in wealth management.
- Throughout the career, there has been a consistent emphasis on enhancing client engagement and implementing innovative financial strategies that cater to the evolving market needs.
- The journey in wealth management exemplifies a persistent commitment to understanding client goals and providing tailored financial solutions, thereby contributing to the growth of the financial services sector.