Puneet Periwal – Sanctum Wealth
View Detailed Executive Profile →Professional Overview
- 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.
Professional Experience
| Company | Designation | Period |
|---|---|---|
| Kotak Mahindra Bank | Vice President Wealth Management | Sep 2003 – Dec 2009 |
| ICICI Bank | Branch Sales Manager | May 2001 – Apr 2002 |
| Anand Rathi Financial Services Limited | Director | Dec 2009 – Jul 2011 |
| RBS | Executive Director & Market Head - West : Private Banking India | Aug 2011 – Mar 2016 |
| Citibank India | Citigold Wealth Manager | Apr 2002 – Sep 2003 |
| Sanctum Wealth Management | Co-Founder & Market Head - West | Apr 2016 – Present |
Estimated Net Worth
Estimated Range: ₹0 – ₹1000+ Cr (approx. $0 – $120M+)
Based on publicly accessible filings, industry benchmarks, and leadership compensation patterns.
Executive Contact
Official Email: Via Sanctum Wealth corporate communication desk.
Personal Contact: Not publicly disclosed.
Frequently Asked Questions
What is Puneet Periwal's net worth?
Estimated ₹0 – ₹1000+ Cr (approx. $0 – $120M+).
How can I contact them?
Through Sanctum Wealth's official communication channels.
Is this an official profile?
No — independently created using public data.
Disclaimer
This profile is created for general informational purposes. All details are based on publicly accessible information and independent research. While accuracy is prioritized, content may not always reflect the latest updates.
Nothing here should be interpreted as investment, financial, or legal advice. The individual featured has not authored or endorsed this profile.
Personal information is intentionally withheld. For official matters, please use formal communication channels associated with the respective organization.
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)