Sanctum Wealth Management

Mumbai, India Founded: 2015 • Age: 11 yrs Minicorn
Sanctum Wealth Management is engaged in providing tailored wealth management services.

About Sanctum Wealth Management

Sanctum Wealth Management is a Financial Services company based in Mumbai (India) founded in 2015 by Anila Ahuja, Caroline Kulkarni, Puneet Periwal, and Shiv Gupta. Sanctum Wealth Management is engaged in providing tailored wealth management services. It operates on a Professional Services and Commission-Based model. Sanctum Wealth Management has raised $37.25 million across 7 funding rounds from investors including Shemaroo Entertainment, Multiples Alternate Asset Management and Xander Group. The company has 110 employees. Sanctum Wealth Management was last valued at $41.07 million in September 2021. Its chief executive, as recorded, is Shiv Gupta. Its Indian entity Sanctum Wealth Private Limited reported revenue of ₹74.99 Cr. Sanctum Wealth Management offers products and services including Portfolio Solutions, Wealth Planning, and Real Estate Aggregation. Its focus areas include Financials, Asset Management and Wealth Management. Its competitors include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed competitors have raised funding.

Company details

Sanctum Wealth Management is focused on delivering personalized wealth management solutions. Services are provided in portfolio management, wealth planning, and real estate aggregation. Operations are conducted across key markets in India, catering to high-net-worth individuals. Comprehensive financial strategies are developed to meet long-term client goals. Insights and market commentary are also offered to support informed investment decisions.

  • Headquarters Mumbai, India
  • Employees 110
  • Founders Anila Ahuja, Caroline Kulkarni, Puneet Periwal, Shiv Gupta
  • Stage Minicorn
  • Sectors
    Financial Services
  • Email
    ••••••••
  • Phone
    •••• ••••
  • Website sanctumwealth.com
  • Social LinkedIn X Facebook YouTube
  • Legal Name Sanctum Wealth Private Limited
  • Date of Incorporation 27 May, 2015
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Key Metrics
  • Annual Revenue
    ₹74.99 Cr

    FY 2025 · +17% YoY

  • Net Loss
    -₹5.32 Cr

    FY 2025 · -7% margin

  • EBITDA
    -₹4.36 Cr

    FY 2025 · -6% margin

  • Total Equity Funding
    $37.25M (USD)

    in 7 rounds

  • Latest Funding Round
    $11.3M (USD), Series B

    Sep 2021

  • Investors
  • Employee Count
    110

Products & Services of Sanctum Wealth Management

Sanctum Wealth Management offers a comprehensive portfolio of products and services, including Portfolio Solutions, Wealth Planning, and Real Estate Aggregation.

Portfolio Solutions
Wealth Management

Tailored investment portfolios are managed for client wealth.

Wealth Planning
Financial Planning

Comprehensive financial plans are created for long-term goals.

Real Estate Aggregation
Real Estate Services

Real estate investment opportunities are aggregated for clients.

Apps and channels of Sanctum Wealth Management

its YouTube channel Sanctum Wealth has 92 subscribers and 30 videos.

Sanctum Wealth
YouTube 92 subscribers 30 videos Science & Technology
Open channel

Videos from Sanctum Wealth Management

The most watched videos on Sanctum Wealth Management's YouTube channel, Sanctum Wealth (92 subscribers). Click a video to play it here.

The Inner Sanctum
360 views
Shiv Gupta, our founder and CEO, shares best practices to serve UHNI investors on Emkay Alpha Mavens
303 views
REAL ESTATE AGGREGATION PLATFORM
295 views
Prateek Pant on BTVi's Lunch Money Show
212 views

More on Sanctum Wealth.

Funding Insights of Sanctum Wealth Management

Sanctum Wealth Management has successfully raised a total of $37.25M across 7 strategic funding rounds. The most recent funding activity was a Series B round of $11.3 million completed in September 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $37.25M
  • Total Rounds 7
  • Last Round Series B — $11.3M
  • First Round $1.15M

    (Sep 2015)

  • Investors Count 17

All 7 funding rounds of Sanctum Wealth Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Sep 2021$11.3MSeries B$41.07MThe Xander Group
Jun 2020$3.41MSeries B$27.45M–
Aug 2019$3.49MSeries B$•••••Plenty Investment Advisors
Mar 2018$11.29MSeries B$•••••Multiples Alternate Asset Management
Mar 2017$2.99MSeries A$•••••Vishal Rathee
Mar 2016$3.62MSeries A$•••••Tuscan Ventures
Sep 2015$1.15MSeed$•••••Jayesh Parekh
Valuation history
DateValuationStage
Sep 2021$41.07M••••••••
Jun 2020$27.45M••••••••
Aug 2019$•••••••••••••
Mar 2018$•••••••••••••
Mar 2017$•••••••••••••
Mar 2016$•••••••••••••
Sep 2015$•••••••••••••
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Full valuation and stage history of Sanctum Wealth Management

Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.

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Last known valuation $41.07M (Sep 2021). 17 investors in total: 7 institutional and 10 angel.

Investors in Sanctum Wealth Management

Sanctum Wealth Management has secured backing from 17 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Shemaroo Entertainment, Multiples Alternate Asset Management and Xander Group.

All
Venture Fund
Institutional
Angel
InvestorDescriptionFounded YearDomainLocation
Investment partnerships, entrepreneur support, and profit-focused services in finance.
2009multiplesequity.comMumbai, India
Multi-stage tech and offline focused venture capital firm investing primarily in India
tuscanventures.comMumbai, India
Investment management is handled by The Xander Group in London.
xandergroup.comLondon, United Kingdom
Offers comprehensive investment advisory services for financial growth.
plentyinvestmentadvisors.comEbene City, Mauritius
Boutique investment banking services are provided in Singapore.
mountnathan.comSingapore, Singapore
Provider of film & TV production and distribution services
1962shemarooent.comMumbai, India
radhikahotels.tcc.mode

Jayesh Parekh

Angel investor, co-founder of Jungle Ventures, focused on early-stage tech startups.
unknown_95fc1b4e488942778

Shiv Gupta

Angel investor and entrepreneur, focused on tech startups in India.
unknown_1052d08f8b6f417f8

Nitin Nath

Angel investor and entrepreneur, founder of TinMen, focused on tech startups
unknown_c4d0b099a2af46789
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Investor details for Sanctum Wealth Management

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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Verified entity values are shown only after access is granted.

Board of directors of Sanctum Wealth Private Limited (Sanctum Wealth Management)

Sanctum Wealth Private Limited is the primary company behind Sanctum Wealth Management. The board of Sanctum Wealth Private Limited currently have 5 directors; the longest-serving is Nitin Nath, appointed in 2015. 10 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Nitin Nath
DIN 00091693
Director27 May 201511 yrs 5 moSanctum Wealth Private Limited
Shivaashish Madhukar Gupta
DIN 02229564
Director27 May 201511 yrs 5 moSanctum Wealth Private Limited
Shagun Ashok Kapur
DIN 01714304
Director25 Jan 201610 yrs 9 moSanctum Wealth Private Limited
Sudhir Narayanankutty Variyar
DIN 00168672
Director28 Mar 20188 yrs 7 moSanctum Wealth Private Limited
Tariq Maqbool Chinoy
DIN 08830666
Director24 Sep 20215 yrs 1 moSanctum Wealth Private Limited

People of Sanctum Wealth Management

31 people are tracked at Sanctum Wealth Management (22 in leadership, 5 in board & advisors, 4 in team); the tracked headcount is 110.

NameRoleGroup
Anila Ahuja
Co-FounderLeadership
Caroline Kulkarni
Co Founder & Head - Human ResourcesLeadership
Puneet Periwal
Co-FounderLeadership
Shiv Gupta
Co-Founder & CEOLeadership
Krishna Prajapati It Infra L Application L Cybersecurity
Associate Director - Information TechnologyLeadership
Roopali Prabhu
Co-Head, Products & SolutionsLeadership
Tanmay Kejriwal
Chief Operating OfficerLeadership
Kishor Sardar
Associate Vice PresidentLeadership
Fay Gomes
Executive Assistant To The CEOLeadership
Jaideep Ugrankar
Director & Client PartnerLeadership
Afreen Changani
Associate Vice PresidentLeadership
Zeal Gokani
Associate Vice President - Regulatory Affairs And LegalLeadership
Vidyasagar A.
Executive Director, Head Of Marketing And Sales ManagementLeadership
Manasi Kaji
Director & Team HeadLeadership
Gaurav Mahesh Punjabi
Vice PresidentLeadership
Preeti Krishnani
Head Of Business Solutions And Change ManagmentLeadership
Aayara Shaheer
Director And Team HeadLeadership
Nida Majeed
Vice PresidentLeadership
Shapur Meherbani
Associate Vice PresidentLeadership
Jinesh Parekh
Vice President Real EstateLeadership

11 more people are available in the full profile.

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Financials of Sanctum Wealth Management

Figures of Sanctum Wealth Private Limited, the primary company behind Sanctum Wealth Management, for FY 2025. Revenue was ₹74.99 Cr (+17% year on year). Net loss was -₹5.32 Cr (-7% margin). EBITDA was -₹4.36 Cr (-6% margin). Revenue has grown at a compounded annual rate of +16% over three years and +28% over five years.

  • ₹74.99 CrRevenue · FY 2025 · +17% YoY
  • -₹5.32 CrNet loss · -7% margin
  • -₹4.36 CrEBITDA · -6% margin
  • ₹20.65 CrPaid-up capital
  • 110Employees (provident fund records)
  • +16%Revenue CAGR, 3 years
  • +28%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Sanctum Wealth Private Limited are on its company page.

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Detailed financial statements for Sanctum Wealth Management

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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  • Downloads

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Timeline of Sanctum Wealth Management

4 dated milestones of Sanctum Wealth Management across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Sanctum Wealth Management is founded.
  2. Funding First funding round of $1.1M.
  3. Milestone Reaches Minicorn status.
  4. Funding Latest funding round, Series B, of $11.3M.

Competitors of Sanctum Wealth Management

Sanctum Wealth Management has 3 listed competitors in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
utimf.com2001Mumbai, India$142.4M1,468
Mutual funds, portfolio management, and retirement planning services are offered.
360.one2008Mumbai, India65
Asset and wealth management software is provided for businesses.
avendus.com1999Mumbai, India$178.11M215
Corporate advisory and investment services are provided to clients.
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Detailed competitors of Sanctum Wealth Management

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Web traffic of Sanctum Wealth Management

The website of Sanctum Wealth Management (sanctumwealth.com) receives about 4.7K visits a month.

  • Monthly visits
    4.7K

    ▲ 148.9% vs previous month

Similar websites

Websites whose visitors overlap most with Sanctum Wealth Management. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
harshadmehta.in
harshadmehta.in
100%
#1,225,498–
assetmonk.com
100%
12.5K#1,744,597View details
anandrathiwealth.in
99%
55.5K#571,708View details
nuvama.com
96%
25.7K#931,222View details
centrum.co.in
95%
9.8K#2,126,804View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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Verified entity values are shown only after access is granted.

Top companies in Asset Management

3 companies that operate in the same segment as Sanctum Wealth Management (Asset Management) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India
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Related news about Sanctum Wealth Management

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Frequently Asked Questions about Sanctum Wealth Management

Sanctum Wealth Management was founded in 2015.

Sanctum Wealth Management is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

Shiv Gupta is the CEO of Sanctum Wealth Management, as recorded in our data. They have also founded this company.

Sanctum Wealth Management is a funded company, having raised a total of $37.25M across 7 funding rounds to date. The company's 1st funding round was a Seed of $1.15M, raised on Sep 2015.

Sanctum Wealth Management has 110 employees.

The primary company behind Sanctum Wealth Management, Sanctum Wealth Private Limited, reported revenue of ₹74.99 Cr for FY 2025, up 17% year on year.

Sanctum Wealth Management is focused on delivering personalized wealth management solutions. Services are provided in portfolio management, wealth planning, and real estate aggregation. Operations are conducted across key markets in India, catering to high-net-worth individuals. Comprehensive financial strategies are developed to meet long-term client goals. Insights and market commentary are also offered to support informed investment decisions.

Sanctum Wealth Management's top competitors include UTI Mutual Fund, Avendus and 360 One.

Sanctum Wealth Management offers Portfolio Solutions, Wealth Planning, and Real Estate Aggregation.

Sanctum Wealth Management has 17 investors. Key investors include Shemaroo Entertainment, Multiples Alternate Asset Management, Xander Group, Jayesh Parekh, and Plenty Investment Advisors.

The valuation of Sanctum Wealth Management is $41.07M as of Sep 2021.

Sanctum Wealth Management operates through Sanctum Wealth Private Limited.

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