Satco Wealth Private Limited specialises in 4 domains of Wealth Management namely Wealth Creation, Wealth Preservation, Wealth Protection and Wealth Transmission. We help client to understand their life goals and convert them into financial objectives. Just like there are different modes of transport to travel different terrain and destination, Satco Wealth Private Limited chooses the right vehicle for client’s investment journey. In this journey Satco Wealth Private Limited is your sarathi (guide) to navigate the world of financial instruments like Mutual funds, Equities & Derivatives, Bonds, PMS, AIF, Lending , Forex, NPS, Life Insurance, General Insurance, Health Insurance and Wills and Estate Planning.
Satco Wealth is Co-founded by Mr. Sanjib Parhi and Mr. Deepak Jaggi.
The management team at Satco Wealth Private Limited has cumulative experience of over 100 years in financial services, wealth and distribution space.
Deepak has over 28 years of experience in building retail businesses in financial services that has included his stint in Private Banking, Life Insurance, PMS and Mutual Funds. Worked in organizations like Kotak Securities, Zurich Mutual Fund, HDFC Life Insurance and Deutsche Mutual Fund. His last assignment was with PGIM Mutual Fund as Executive Director and Head of Retail Sales pan India. He has also authored articles on Wealth Management, Wealth Preservation and need for Estate Planning for investors. Deepak is MBA in Finance & Marketing and holds Bachelor's degree in Computer Science from Pune University.
Sanjib has over 28 years of experience, building retail distribution in Insurance financial services, Institutional sales and managing wealth for HNIs. Worked in various organisations like HDFC Life, Financial Technology, Motorola (Page Point), Ion Exchange and Timeshare industry. His last assignment was with HDFC Life as an Associate Vice President where he worked for 15 years in managing retail agency distribution. Sanjib has done his management (DMM) from NMIMS Mumbai University.
Jeetendra is a dynamic sales and business development leader with over two decades of experience in financial services. As Associate VP at Satco Wealth Pvt. Ltd., he has driven business growth, expanded market reach, and built the wealth division from scratch. With expertise in equities, mutual funds, and insurance, he excels in strategic planning and B2B relationships. An MBA in Marketing, he also holds multiple NISM certifications.
At SATCO WEALTH, Swati Maheshwari, Head of Strategic Finance & Client Advisory brings her expertise as a Chartered Accountant to support financial planning, strategy, and business growth. Her deep understanding of financial management plays a key role in driving value for clients and the organization. Known for her compassionate and approachable nature, Swati fosters strong, trust-based relationships with clients, colleagues, and stakeholders—making her a valuable part of our family.
As Chief Advisor - Strategy at SATCO WEALTH, Mr. Jayasimha brings over 37 years of deep expertise in the finance industry, significantly strengthening the firm’s advisory and corporate governance framework. His strategic insight and leadership add immense value to the company’s long-term vision and client-focused approach. He is also the Co-founder and Director of Capvirgo Insurance Broking & Services Pvt. Ltd., and Co-founder of the investment distribution firm Green Arrow Fortunes. His career includes senior roles in both public and private sectors, notably with LIC and as a founding member of HDFC Life, where he played a vital role in building one of India’s leading private life insurers. During his time at HDFC Life, he led major transformational projects alongside firms like McKinsey, BCG, Deloitte, and TCS. A keen market observer and avid reader, Mr. Jayasimha blends operational experience with strategic vision, offering a unique perspective on investments from both the inside out and outside in.
As Chief Advisor – Fixed Income at SATCO WEALTH, Mr. Kumaresh R brings three decades of rich experience in India’s fixed income markets. His deep expertise across credit, ratings, banking, and asset management significantly strengthens the firm’s fixed income strategy and offerings. Over the years, he has held key roles at reputed institutions including CARE Ratings, Societe Generale Bank, Deutsche Asset Management, and PGIM India. He has managed credit AUMs exceeding INR 40 billion across multiple market cycles, with a remarkable track record of near-zero defaults in the high-yield credit space. Kumaresh's skillset spans the full credit investing lifecycle—from issuer evaluation and underwriting to portfolio management and successful exits. His strategic insights and proprietary credit frameworks make him a valuable asset to SATCO WEALTH’s growing investment advisory team.
At SATCO WEALTH, Mr. Kulkarni, Senior Advisor – Risk & Insurance Strategy, bringing with him a wealth of expertise built over three decades in the insurance and financial services industry. His extensive experience enhances the firm's strategic capabilities in managing risk and delivering value to clients. He held leadership roles in several prominent organizations, including LIC, Kotak Life, Bajaj Allianz, HDFC Life, TATA AIA, and most recently served as Associate Director at Edelweiss Tokio. An accomplished insurance professional with over 30 years of experience in sales and distribution management, he also serves as visiting faculty at the Insurance Institute of India and The American College of Insurance. He holds a commerce degree from Mumbai University, a Postgraduate Diploma in Marketing Management, and certifications from The American College of Insurance in Retirement Planning, Professional Ethics, and Compliance.
At SATCO WEALTH, Mr. Manoj Chanchlani has been a key driving force since inception, playing a pivotal role in the company’s growth as Director of Business Development. With over 30 years of industry experience, he brings strategic foresight and a deep understanding of technology and innovation. Since 1992, Manoj has also served as Director of Diagnostix Computer Clinic Pvt. Ltd., where he has successfully led the company through multiple waves of technological transformation. His entrepreneurial spirit, commitment to excellence, and collaborative approach continue to make him an invaluable part of our leadership team.
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