Sanjeev Verma

Founder & Chief Wealth Mentor- Transformative Wealth Mentors IMF

Sanjeev Verma has over two decades of rich experience in private banking, investments, and wealth management.

In his previous stint with Analah Capital Group based in Mumbai where he started as Senior Vice President & Head of the Wealth Management business, that comprised of developing a global B2B wealth platform offering boutique investment products.

He raised funds for fractional real estate assets in India and a US based global private placement funds with the responsibility for strategic partnership and led the distribution efforts across the channel partner’s globally. Later promoted as CEO & Principal Officer for their Insurance broking business.

Prior to joining Analah, he was running his education consulting business and also brings with him a pedigree of working over 13 years in reputed companies like ICICI Bank, Reliance Mutual Fund & Tata Mutual Fund in various leadership roles across the country.

Sanjeev is a Certified Trainer, Certified Wealth Manager ( CRISIL), holds multiple NISM certifications, Qualified Risk Management professional ( PO & BQP Composite Broker) & registered Retirement Advisor (PFRDA).

He has conducted wealth training for reputed companies like SBI Bank, NIIT, IDBI Bank Ltd, Aditya Birla MF, Union KBC AMC to name a few.

Sanjeev holds an MBA degree from Pune University and is a graduate in BBA from HP University (Shimla).

In the course of his life journey, he has been a avid reader, undergone specialized training & mentoring programs in life coaching, a Vipassana meditator.

He strongly believes in life long learning and self-discovery…..as the ultimate way to contribute and make a difference in people’s life !!!

Contact Info

Email : sanjeev.verma@wealthmentors.in