Sansun FinWealth aims to serve the investment needs of Individuals, Corporate and Institutions through various financial products. We are committed to providing financial care and top-class wealth advisory services.
The ultimate goal of working hard and earning money is so that one can have a peaceful and wealthy lifestyle later. Keeping this in mind we subscribe to sustainable investment models and processes that factor in the dynamism of the investment in fast-changing market scenarios. Investors can expect best-in-class investment products that will leverage on our expertise.
We at Sansun follow a consultative process whereby we try our best to obtain information about the client’s wants and their financial goals and tailor a bespoke strategy utilizing appropriate financial products and advisory service
Sansun FinWealth is a joint initiative of Sandeep Gupta and Sanjay Periwal with a clear mission and objective to design Investments that achieve your financial goals and limit your risk. We offer a variety of products to meet your business or personal needs.
Leadership Team
Sanjay Periwal is a seasoned finance professional with more than 23 years of experience in the industry. He has extensive experience in Stockbroking, Wealth Management and Investment Products.
He has worked on senior profiles as Business Head with companies like Religare, Smart Finsec and Centrum.
He is well versed with a wide range of financial products like Equities, Commodities, Mutual Funds, Fixed Income products, Portfolio Management, Insurance, and Treasury management. His in-depth knowledge and experience not only brings on board the perspective to look at financial needs but also the innovative and effective ways to fulfil them.
He is a firm believer that “Money is a by-product of value, so to thrive in long run, a business must remain focused on producing value”.
Sandeep Gupta is a Practicing Chartered Accountant and owner of CA firm SRGA & Co, with over 28 years of varied experience in Audits, Taxation, Transfer Pricing, Valuations, Corporate and International structuring, M&A, FEMA, RBI and compliance services. Special expertise in Inbound or Outbound investment strategy, helping companies pivot to US, Domestic and International corporate structuring with 360 degree study of FEMA, corporate law, international tax and Transfer Pricing.
Pioneered in early stage funding for start- ups and ECB’s for growth capital. Undertook complex restructuring of existing domestic and international corporate structures, Sourced and acquired NBFC and Insurance broking companies for clients. Assisting companies in their business modelling, scalability, increasing valuations metrics, connecting to institutional client and aligning specialised banking support. Assisting Indian promoters with US and Japanese companies in US and Japan accounting and tax.
He is an Alumni of SRCC and member of ICAI.
