Sandeep Dhingra Email & Phone Number

Delhi, India

With over two decades of experience in the Wealth Management and Private Banking, I’m thrilled to announce that I’ve joined InCred Wealth as a Partner. It’s an exciting opportunity to leverage my experience as I’m looking forward to collaborating with the InCredibly talented professionals here at InCred Wealth as this transition aligns with my passion for providing dedicated, customised financial guidance to clients, helping them grow, preserve, and pass on their wealth with a personal touch while also leveraging on my leadership experience in Building and Leading High-Performing Team of Wealth Managers.

Delhi, India

I am excited to be a part of LGT Wealth India, which is formed after a strategic investment from LGT Group, a leading international Private Banking and Asset Management company. Owned by the Princely Family of Liechtenstein for more than 80 years, the group is fully focused on private banking and institutional asset management. With an established legacy of being a reliable long-term partner in Wealth Management, LGT is a leading global wealth manager with over USD 275 billion in client assets and now in India aims to create an enriched experience for clients’ financial life with global & local expertise.

Delhi

Joined Validus Wealth as a part of startup team as Head Wealth Management Delhi, and I am excited to embark my new professional journey.Validus Wealth is a full service, next generation private client platform in India, offering investment advisory, portfolio management, research, and wealth planning services serving HNW/UHNW families.Validus Wealth has secured strategic investment from LGT Group, a leading international Private Banking and Asset Management Group owned by the Princely Family of Liechtenstein. While LGT has acquired a substantial majority stake in the company, the remaining share continue to be held by the management team. The transaction is expected to conclude subject to the Indian financial regulatory approval.LGT is owned by the Princely House of Liechtenstein for more than 80 years and is fully focused on private banking and institutional asset management. The organization employs around 3400 staff at more than 20 locations in Europe, Asia, the Americas and the Middle East. As at 31 December 2018, LGT managed assets of USD 201.2 billion for wealthy private individuals and institutional clients such as pension funds, sovereign wealth funds, insurance companies and other banks. In Asia, LGT opened offices in Hong Kong in 1986, in Singapore in 2001 and in Thailand in 2019. In the Middle East, LGT opened its main regional office in Dubai in 2012.An established legacy of LGT as a leading global wealth manager with over USD 200 billion in client assets of being a reliable long-term partner in wealth management and Validus Wealth’s proficiency of the Indian market aims to create an enriched experience for clients' financial life with our combined global & local expertise.Validus Wealth is currently spread across 9 cities (Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Ahmedabad, Hyderabad and Chandigarh).

New Delhi Area, India

• Responsible to ensure team profitability and productivity at all times by generating business and handling of HNI Clients through effective supervision & better relationship management.• Also accountable for maintaining high level of professionalism, discipline and commitment to achieve tasks on time with high Standards.• Lead, coach, develop, support, and motivate the team from the front to achieve sales and service goals of the Team. • Acquire the right profile of new clients, which fulfil the profitability targets of the business.

Worked as Regional Manager, Delhi - Wealth Management by managing a team of Sr. Wealth Managers / Wealth Managers for a given region to offer financial solutions to HNI Clients (HNI definition Rs. 10 Lacs to 1 crore in AUM) through sales of Investment Products like Mutual Funds, Insurance, Alternate Asset products, Structured Products, PE Funds etc. in order to ensure the achievement of revenue target for the region.

Worked as Wealth Manager in Gurgaon Branch of Kotak Mahindra Bank and was responsible for acquiring & rendering services to the Privileged Client Group / HNM's by selling a diverse range of Investments and Banking products.

Worked as Relationship Manager, Salary Accounts and was responsible for Gurgaon Region for acquiring new corporate relationships and maintaining existing banking relationships with a select group of Corporate customers for their total banking needs pertaining to Salary Accounts by providing them exceptional customer service, thereby achieving targeted growth and service norms.

Mfc

Pdca

Bsc (Hons.) Physics

Aissce (Xii)