Sanctum Wealth Management
Sanctum Wealth Management is a Mumbai-based private wealth management firm providing end-to-end investment advisory, portfolio management, and financial planning services to high-net-worth individuals and NRIs in India, managing over ₹16,000 crore in client assets.
- Company typePrivate
- Founded2016
- HeadquartersMumbai, India
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Sanctum Wealth Management does
Sanctum Wealth Management is a Mumbai-based private wealth management firm founded in 2016 that provides end-to-end investment advisory, portfolio management, and financial planning services to high-net-worth individuals (HNIs) and Non-Resident Indians (NRIs) in India. The firm manages over ₹16,000 crore (~$2 billion) in client assets across diversified allocation categories including equities, debt, alternative assets (private markets, REITs, InvITs), and gold. As of September 2021, the firm's AUM base was anchored on this HNI-focused positioning.
The company operates a direct-advisory, sales-led go-to-market model without publicly disclosed pricing, instead delivering personalized wealth management through individualized client relationships. Its revenue model is built on recurring advisory fees tied to assets under management. The leadership team, including Founder and CEO Shiv Gupta, co-founders Neeraj Sirur (COO), Puneet Periwal (Market Head – West), Anila Ahuja (Market Head – North), and Caroline Kulkarni (Head of HR), is structured around regional market heads covering North, West, and South India, with specialized product leadership from Alekh Yadav (Head of Investment Products) and Prateek Pant (Head of Products and Solutions).
Sanctum has secured institutional backing through three funding rounds: from Multiples (April 2018), Tuscan Ventures (January 2019), and most notably The Xander Group, which invested ₹78 crore through its Singapore-based financial services arm in September 2021 to enhance the platform and broaden client coverage across India. The firm leverages thought leadership and financial media engagement — primarily through CEO Shiv Gupta's commentary in Business Standard and Economic Times — as its principal marketing channel to acquire and retain HNI clients. No proprietary technology, AI/ML capabilities, or patents are disclosed in the available data.
Sanctum Wealth Management firmographics
Firmographics- Name
- Sanctum Wealth Management
- Legal name
- Sanctum Wealth Management
- Website
- https://sanctumwealth.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Sanctum Wealth Management is a Mumbai-based private wealth management firm providing end-to-end investment advisory, portfolio management, and financial planning services to high-net-worth individuals and NRIs in India, managing over ₹16,000 crore in client assets.
- Ownership category
- akta.pro rank
Sanctum Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Sanctum Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Markets served
Sanctum Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Sanctum Wealth generates revenue through wealth management services for high-net-worth clients, providing investment advisory, portfolio management, and financial planning services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Sanctum Wealth Management product offering
Product offeringCore offering
Sanctum Wealth Management provides end-to-end private wealth management solutions for high-net-worth individuals (HNIs) and non-resident Indians (NRIs). The firm delivers investment advisory, portfolio management, and financial planning services across asset classes including equities, debt, alternatives (private markets, REITs, InvITs), and gold. It manages over ₹16,000 crore in client assets through personalized advisory relationships.
Product overview
Sanctum Wealth Management is a wealth management company that provides investment advisory and portfolio management services for high-net-worth individuals and NRIs. Based on news sources, the company offers services including equity investments, debt instruments, alternative assets (private markets, REITs, InvITs), and gold allocation. Key personnel mentioned include Shiv Gupta as Founder and CEO and Alekh Yadav as Head of Investment Products. The company manages over ₹16,000 crore in client assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Management
- NRI Investment Advisory
Quantifiable outcome
- Manages over ₹16,000 crore in high-net-worth client assets
Companies that use Sanctum Wealth Management
Customer profileSegments2 records
Ideal customer profiles2 records
Sanctum Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sanctum Wealth Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Sanctum Wealth Management competitors and assessment
Company assessmentDirect peers
- 360 ONE (formerly IIFL Wealth): One of India's largest listed wealth managers serving HNI and UHNI segments with a multi-asset platform. Direct competitor in the same HNI advisory category with materially larger AUM and broader product capabilities.
- Kotak Wealth Management: Bank-affiliated wealth management arm serving affluent and HNI clients across India. Competes with Sanctum for HNI family wealth with similar advisory-led distribution and diversification across asset classes.
- Motilal Oswal Wealth Management: Listed wealth manager offering portfolio advisory, broking, and distribution to HNI clients. Directly comparable in target segment, asset-class coverage, and India-domestic focus.
- Anand Rathi Wealth Management: Listed Indian wealth management firm serving affluent and HNI clients with advisory-led relationships. Closely comparable in business model, ticket sizes, and AUM scale category.
- Nuvama Wealth Management (formerly Edelweiss Wealth): Listed wealth and asset management firm offering advisory, broking, and asset management to HNI and institutional clients. Directly competes with Sanctum in the HNI advisory segment.
- ASK Wealth Advisors: Boutique Indian wealth advisory firm focused exclusively on HNI and UHNI clients. Most directly comparable to Sanctum in size, boutique positioning, and family-office-style advisory.
Emerging players
- Waterfield Advisors: Multi-family office serving ultra-high-net-worth Indian families. Competitor in the upper end of Sanctum's segment with deeper UHNW specialization and concierge-style services.
- Entrust Family Office: Boutique family office and wealth advisory firm serving Indian HNI clients. Comparable in business model and target segment, though smaller and more regional in scope.
Broad incumbents
- Bessemer Trust: U.S. private wealth and investment management firm serving ultra-wealthy families. Comparable in HNI advisory positioning, though operating at a much larger scale and in different geographies.
Regional players
- JM Financial Services: India-headquartered financial services group with wealth management operations. Overlaps with Sanctum in HNI advisory and product distribution, though operating as part of a broader group.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Sanctum Wealth Management social profiles
Digital presenceSanctum Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sanctum Wealth Management leadership team
Management profileNumber of profiles
Profiles8 records
Sanctum Wealth Management funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sanctum Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sanctum Wealth Management
What does Sanctum Wealth Management do?
Sanctum Wealth Management provides end-to-end private wealth management solutions for high-net-worth individuals (HNIs) and non-resident Indians (NRIs). The firm delivers investment advisory, portfolio management, and financial planning services across asset classes including equities, debt, alternatives (private markets, REITs, InvITs), and gold. It manages over ₹16,000 crore in client assets through personalized advisory relationships.
Is Sanctum Wealth Management a public or private company?
Sanctum Wealth Management is a private company. It is classified as venture growth investor backed and is currently operating.
When was Sanctum Wealth Management founded?
Sanctum Wealth Management was founded in 2016. It employs 101 to 250 people.
Where is Sanctum Wealth Management based?
Sanctum Wealth Management is headquartered in Mumbai, India, in the Asia region.
How does Sanctum Wealth Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Sanctum Wealth Management's main competitors?
Direct peers on record are 360 ONE (formerly IIFL Wealth), Kotak Wealth Management, Motilal Oswal Wealth Management, Anand Rathi Wealth Management, Nuvama Wealth Management (formerly Edelweiss Wealth) and ASK Wealth Advisors. Emerging players are Waterfield Advisors and Entrust Family Office. Bessemer Trust is listed as a broad incumbent. JM Financial Services is listed as a regional player.
Does Sanctum Wealth Management have an API?
No public API is recorded for Sanctum Wealth Management.
What industry is Sanctum Wealth Management in?
Sanctum Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.