Success story: Sanctum Wealth Management

Sanctum Wealth Management
Sanctum Wealth Management

Industry

Financial Services, Wealth Management

Customer Profile

Sanctum is an Indian wealth management firm which has acquired RBS India’s Private Banking business. It helps clients realise their financial goals and secure their legacy for themselves and their future generations. With end-to-end wealth management solutions for High Net Worth Individuals (HNIs), it aspires to be the most trusted Indian Wealth Advisor for their clients and partners.

Market

India

Tricor Services

Company Secretarial

Customer Since

2015

Empowering businesses to empower its people

Tricor has been a valued partner of Sanctum for more than two years, very effectively supporting our company secretarial activities throughout this time. In a recent initiative worth mentioning, Tricor team went out of their way to help us achieve extremely tight timelines amidst considerably complexity, thereby ensuring a favourable outcome for the firm. It was a stellar example of teamwork and customer-centricity

Chief Operating Officer

Challenges

A Wealth Management Company took over business from another company. Client was looking for solutions to meet its secretarial-compliance requirements, such as appointment of directors, conducting meetings, studying & implementing terms and timelines of the shareholders agreements.

Solution

Company Secretarial team from Tricor meticulously planned, monitored and executed compliance solutions by liaising with the investors while also taking cognisance of the shareholder’s agreement and exchange regulations.

Benefit

The client was able to successfully navigate the complexity of compliance under extremely tight deadlines.

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