About
The Full Story
SANDIP AGGARWAL
Founder & CEO
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After over 25 years experience in banking covering capital markets, fund management, and private banking, I have decided to set up my own consultancy business in the UAE as I felt there was a need for quality independent advice.
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I have headed up investment teams in the UAE for HSBC and have been running investments for most of my career.
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Having worked with top international firms in London and UAE such as ING, Citi, HSBC and Merrill Lynch, I can offer a support to clients, helping them extract more value and better service from their banking relationships.
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Over my career, I have handled over 3 billion USD of client money and worked for European, Asian, NRI, and GCC HNW and UHNW families, royals and sovereign wealth funds. This experience helps me understand the needs and requirements of a vast cross section of clients.
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I have managed multi-asset and individual portfolios in equity, fixed income, structured products, hedge funds, private equity and real estate.
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I have a Mechanical engineering degree and an MBA in Finance from the US.
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In addition to work, I practice yoga, meditation and exercise daily, as well as enjoy trekking in nature.
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Mission
My mission is to provide comprehensive wealth management consulting support to my clients in their wealth journey.
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I want them to benefit from my banking experience, to avoid pitfalls in investments and to help them shape a long term strategy that can be passed down to the next generation.
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I wish to provide an independent, unbiased service that exceeds their expectations, frees up their time and gains their deserved trust.
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I work with clients on their existing banking relationships and my role is one of risk advisory, product advisory, and portfolio advisory.
I help clients extract the maximum value and best service from their banks. I filter the banks’ product proposals and shape the asset allocation for their portfolios.
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Values
•Honesty
I tell you what I know and more importantly, what I don’t know.
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•Accountability
I work hard to keep my promises so that my clients, co-workers, and business partners can depend on me.
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•Integrity
I keep the highest standards of business ethics and professionalism.
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•Quality
I work hard and try my best to deliver the highest caliber of work.
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•Confidentiality
I safeguard confidential information and respect the privacy of my clients, co-workers, and business partners.
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•Independence
I offer independent, unbiased services that is aligned to my clients.
