Sanjeev is a management graduate in finance and marketing with various market capital certifications. Sanjeev has more than a decade of rich experience in Financial planning, wealth management, and asset allocation portfolios. Prior to founding IFS, Sanjeev has worked with organizations like HSBC & HDFC managing large investment portfolios. His thorough understanding of capital markets, macro & microeconomics, and various sectors has helped clients create superior alpha in their investment portfolios. Other than capital markets he also constantly tracks sectors like Infra, Banking, and consumers. Sanjeev shares his views and inputs on various investor platforms. Sanjeev has been counselling wealthy families, business owners, Corporates Houses on their Investments, Tax Planning, and Estate planning matters.
High ethics underpin in everything we do- from serving High Net Worth Individuals and business to managing portfolios worth 100 Cr with prudence and integrity. Our focus is on providing high-level financial planning services as well as Tax & Legal Advisory across avenues. We partner with exceptional entrepreneurs, High Net Worth Individuals (HNIs), Ultra HNIs, and Corporates, empowering them to tackle challenges and maximise their value.
Effective financial decision making requires custom and unbiased consultations. Our unwavering focus is on long-term benefits the prospects and our experts ensure to stay one step ahead, assist prospects through financial challenges, manage risks and implement solutions for their profitability & growth.
Staying ahead in the evolving financial landscape, we assure comprehensive end-to-end personalised investment solutions and make better-informed decisions for our prospective clients.
Demonstrated work of commitment
Stability and customer satisfaction
Tailored & Personalised solutions from experts
Efficiency & Transparency
Our business model sustains on integrity and unbiased investment management solutions. We provide personal financial advice and strategies that align your long-term goals like retirement and thereafter, help to retire comfortably and lead a peaceful life.
We build informed portfolios tailored to your unique financial goals which will ensure seasoned lifestyle, increment of wealth and assets beyond taxes and driving personalised advice to manage wealth for your legacy and philanthropic goals as well.