Sneha Makhija

Head Of Wealth Planning at Sanctum Wealth Management

Sneha Makhija has a diverse work experience in the wealth management and banking industry. They started their career in 2006 as an Associate Product Manager at Barclays Bank Plc and later moved on to become a Product Manager at Barclays Bank. In 2012, they worked as a Deputy Manager at Kotak Family Office before joining Anand Rathi as a Senior Manager in Estate Planning. Since 2016, Sneha has been associated with Sanctum Wealth, where they started as an Associate Vice President in Wealth Planning Specialist and eventually became the Head of Wealth Planning in February 2020.

Sneha Makhija pursued their education at Durham University from 2012 to 2014, where they obtained a Master of Business Administration (M.B.A.) degree. The field of study for this degree is not specified. Prior to that, they attended H.R. College, where they completed a BMS degree in Finance. In addition to their degrees, Sneha Makhija also obtained a certification in Chartered Trust & Estate Planner (CTEP) from AAFM American Academy of Financial Management in December 2015.

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Peers

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Timeline

  • Head Of Wealth Planning

    February, 2020 - present

  • Associate Vice President Wealth Planning Specialist

    August, 2016

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