Satco Wealth 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 chooses the right vehicle for client’s investment journey. In this journey Satco Wealth 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 Pvt. Ltd. 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 post his qualification distinction in commerce from Utkal University, Bhubaneshwar.
Presently the Managing Director of Satco Capital Markets Limited and Director of Satco Wealth Pvt. Ltd. An Ex- Member of the Bombay Stock Exchange for over two decades. Joined SATCO as Whole-time Director. He has rich experience in handling various avenues of Stock Broking including Private Equity Placements & Portfolio Management Advisory services.