Sandeep completed his schooling at St. Johns, Chandigarh (Class of 1980) and Modern School, New Delhi (Class of 1982).For his B. Com (Hons.), Sandeep attended Shri Ram College of Commerce, Delhi University (Class of 1985).
In continuity with his academic journey, Sandeep is an alumnus of IIM Lucknow with a Post Graduate Degree in Business administration (MBA class of 1988).
Sandeep’s investing experience and study of the Financial Markets spans over 30 years. He is based in Chandigarh and has advised more than 500 clients across the globe on Financial Planning and Wealth Management.
He has also conducted several presentations, workshops, and guest lectures at Management Institutes for students on Financial Planning and Wealth Creation.
Sandeep has written two books, ‘Dear Son, Life Lessons from a Father’ on the teachings of life, and the second book, which he has co-authored, titled, ‘What My MBA Didn’t teach me about Money’ on the Human and Financial perspectives of money.
Also, Sandeep has handled many Leadership roles and is on the executive body of the Chandigarh Club Ltd since 1999 and is the President of the Club since 2012. Sandeep has also been the President of the Chamber of Chandigarh Industries for two terms and continues to be on the Executive Body.
He also writes a well-read blog.
Puneet is a graduate of Bombay University and has over 22 years of experience in the Finance and Insurance Industry and serves more than 4000 Insurance Clients across the globe. Apart from various certifications, Puneet also qualified for the MDRT for 8 years continuously and is a member of the LIC Chairman Club, and has been awarded the Chairman’s Gold Shield. He is also a member of the Gold Club with ICICI Lombard GIC Ltd.
Puneet is also a member of the Institute of Excellence and Institute of Financial Professional Association.
In addition to this, Puneet continuously indulges in self-growth as in FY21-22 itself, he achieved two major certifications. He completed his certification in Investment Management Summit, organized by network FP, that covered various topics surrounding Investment Strategies, Market Outlook, Investor Behavior, and Business Operations.
He also obtained the ‘Certificate in Debt Investing’, awarded by the Association of International Wealth Management of India (AIWMI).
At SAHAYAK, our mission is to build, nurture, and sustain client wealth by empowering our customers to make smart decisions about their finances.
Success, Education, & Ethics go hand in hand
WE ARE INVESTMENT PARTNERS NOT SERVICE PROVIDERS
At SAHAYAK, we strongly believe that a good investment process is not based on predictions or theories of where the markets and the economy are headed. Instead, we believe that investing must be linked to financial goals and based on what we do know, not on what we don’t know.
We call this fact-based investing, and The Sahayak process can be summed up in these six steps:
Our starting point is therefore always taking the time to truly understand your goals and aspirations.
We understand that no two people are alike, and that each client will have a unique set of objectives – be that maximising the legacy for their family, planning their retirement income, planning for their children, buying a house, starting a business or minimising the effect of tax on their investments.
Partnering with you and putting your needs at the forefront of everything we do, will help us turn your vision into reality and create sustainable solutions for your aspirations.
At Sahayak Associates, We pride ourselves on being highly effective wealth managers. That means we have an in-depth knowledge and understanding of the issues you might face in your long-term wealth management journey.
We take a long-term view of our relationships with clients. To make sure the advice we give is suited to your current circumstances and adapts to your future needs we use a 3-stage process.
We have highly qualified and experienced people from the industry in our team. Your Wealth Relationship Manager will be an experienced professional, typically with a background in accountancy, management or financial services.