Sneha Makhija

Head of Wealth Planning

Sanctum Wealth


Bringing years of expertise to the role, Sneha specialises in creating bespoke wealth planning solutions for UHNW individuals and families. She provides advice to clients on their estate and succession planning requirements that includes advisory on creation and structuring of Trusts and Wills with best practice governance principles to ensure their longevity and success as well on alternate residency and citizenship planning. Her in-depth understanding of governance issues in multi-generational business families enables addressing of business and relationship challenges that such families often encounter. She has worked with organisations such as Barclays Bank PLC., and Kotak Family Office. She is a Chartered Trust and Estate Planner (CTEP)TM and holds an MBA from Durham University Business School (UK).

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The Value of Experience and Empathy for Robust Estate & Legacy Planning for Private Clients in India Sneha Makhija is the articulate and very enthusiastic Head of Wealth Planning, Products & Solutions for Sanctum Wealth in Mumbai. And in her quieter moments away from it all at home, she is a devoted reader of ancient Indian scriptures that can help, she says, guide her and indeed society at large t....

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Curating the Right Solutions for India’s HNWI Clients in Today’s Environment A panel of experts debated the key trends on wealth structuring and wealth planning for India’s wealthy private clients and discussed how the industry should best engage and retain younger generation clients, as more and more wealth is transferred to the next generations..