Emkay Alpha Mavens is an informative series that brings out valuable insights on Wealth Management straight from experts in the industry. We, PMS Bazaar, are happy to present Season-2 of this insightful video series in partnership with Emkay Investment Managers Limited.
This is the 3rd episode of the series, covering the topic: “Inside the mind of the Ultra HNI Investor”. Speaker of this session is Mr. Shiv Gupta, founder & CEO of sanctum wealth. Moderators of this session are Mr. Vikas M Sachdeva, CEO of Emkay Investment Managers Ltd, and Mr. Sachin Shah, Fund Manager of Emkay Investment Managers Ltd. This episode is presented by Mr. Daniel G M, Director & founder of PMS Bazaar.
About the speaker:
Mr. Shiv Gupta is an expert in the wealth management industry with more than 25 years of experience. He has held several leadership positions in wealth management across Asia and the Middle East region. Before founding Sanctum wealth, he was the head of India and co-head of the Middle East region for the Royal Bank of Scotland’s private banking division. He holds a bachelor’s degree in economics from Delhi University. He is also a graduate of Harvard University – General management program.
About the episode:
In this episode, Mr. Shiv Gupta introduced the audience to the world of Ultra HNIs and explained how wealth management for ultra HNIs work. The frameworks and statistics that he shared are from his years of experience and intense research, which cannot be found elsewhere.
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