Sangeeta holds an M.Phil. and M.Sc. in Physics from Jiwaji University, Madhya Pradesh. She is the Director of Transformative Wealth Mentors IMF Private Limited and serves as the Principal Officer (Composite) of the Insurance Marketing Firm.

She provides strategic leadership across governance, regulatory compliance, operations, and people management, ensuring alignment with IRDAI and SEBI frameworks. A NISM-Certified Mutual Fund Distributor and IC-38 Certified Principal Officer (Composite), Sangeeta is committed to ethical conduct, transparency, and client-centric financial solutions, with a strong focus on building trustworthy and sustainable financial services organizations.

Known for her calm, thoughtful, and people-centric approach, Sangeeta believes in leading with empathy, discipline, and integrity. She values clear communication,collaborative teamwork, and continuous learning, and brings a balanced blend of professional rigor and human understanding to her leadership—earning trust among clients, partners, and teams alike.