About Sanctum Wealth Management
Sanctum Wealth Management is a company based in Mumbai (India) founded in 2015 by Anila Ahuja, Caroline Kulkarni, Puneet Periwal, and Shiv Gupta. It operates as a Professional Services and Commission-Based. 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 as of April 05, 2024. Sanctum Wealth Management offers products and services including Portfolio Solutions, Wealth Planning, and Real Estate Aggregation. Sanctum Wealth Management operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, Bank of America, S&P Global and Goldman Sachs, among others.
- Headquarter Mumbai, India
- Employees 110 as on 05 Apr, 2024
- Founders Anila Ahuja, Caroline Kulkarni, Puneet Periwal, Shiv Gupta
- Stage Minicorn
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Sanctum Wealth Private Limited
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$7.49 M (USD)36.72as on Mar 31, 2024
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Net Profit
-$956.33 K (USD)44.93as on Mar 31, 2024
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EBITDA
-$1.27 M (USD)42.23as on Mar 31, 2024
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Total Equity Funding
$37.25 M (USD)
in 7 rounds
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Latest Funding Round
$11.3 M (USD), Series B
Sep 21, 2021
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Investors
Shemaroo Entertainment
& 16 more
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Employee Count
110
as on Apr 05, 2024
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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.
Tailored investment portfolios are managed for client wealth.
Comprehensive financial plans are created for long-term goals.
Real estate investment opportunities are aggregated for clients.
People of Sanctum Wealth Management
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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 Total Funding
- Total Rounds 7
- Last Round Series B — $11.3M
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First Round
First Round
(24 Sep 2015)
- Investors Count 17
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2021 | Amount | Series B - Sanctum Wealth Management | Valuation | The Xander Group | |
| Jun, 2020 | Amount | Series B - Sanctum Wealth Management | Valuation |
investors |
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| Aug, 2019 | Amount | Series B - Sanctum Wealth Management | Valuation | Plenty Investment Advisors |
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Investment partnerships, entrepreneur support, and profit-focused services in finance.
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Founded Year | Domain | Location | |
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Multi-stage tech and offline focused venture capital firm investing primarily in India
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Founded Year | Domain | Location | |
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Investment management is handled by The Xander Group in London.
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Founded Year | Domain | Location |
Investments & Acquisitions by Sanctum Wealth Management
Financial Statements - Sanctum Wealth Management
Sanctum Wealth Management Comparisons
Competitors of Sanctum Wealth Management
Sanctum Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, Bank of America, S&P Global and Goldman Sachs, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Mutual funds, portfolio management, and retirement planning services are offered.
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Investment banking services are delivered across multiple financial sectors.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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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 current CEO of Sanctum Wealth Management. 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 Series B of $3.49M, raised on Sep 24, 2015.
As of Apr 05, 2024, the latest employee count at Sanctum Wealth Management is 110.
Annual revenue of Sanctum Wealth Management is $7.49M as on Mar 31, 2024.
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 Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
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.