Sanjiv Bajaj

CEO

South Delhi, Delhi, India30 yrs 10 mos experience
Highly Stable

Key Highlights

  • 28 years of experience in financial services
  • Led Bajaj Capital to multiple industry recognitions
  • Expert in wealth creation and preservation strategies
Stackforce AI infers this person is a seasoned leader in Fintech and wealth management.

Contact

Skills

Core Skills

Wealth ManagementFinancial Planning

Other Skills

Investment AdvisoryMutual FundsPortfolio ManagementStrategic Financial PlanningInvestmentsCapital MarketsEquitiesInvestment StrategiesEquity ResearchInvestment BankingPrivate BankingFinancial MarketsFinancial AdvisoryRelationship ManagementManagement

About

Bajaj Capital is one of India’s largest wealth management companies which has served over 40 Lakh (4 million) investors. It is the largest financial planning based wealth advisors and one of India’s largest insurance brokers as we believe wealth creation and wealth preservation go hand in hand. As the Joint Chairman and Managing Director of Bajaj Capital Ltd, I have over 28 years of experience in leading the strategic vision, growth, and innovation of one of India's leading financial services firms. I hold a CFP certification and a Design Thinking certificate from Stanford, which enable me to combine my expertise and skills in wealth management, equity research, portfolio management, business relationship management, private banking, and business development. I am passionate about creating customer-centric and user-friendly financial products and services that meet the evolving needs and preferences of our diverse and dynamic market. Together with my team, I have delivered value to our clients, partners, and stakeholders through our comprehensive range of financial planning, advisory, and investment solutions. Bajaj Capital has won numerous recognitions, including India's best wealth management company from CNBC TV 18 for seven consecutive years.

Experience

Bajaj capital ltd

Joint Chairman & Managing Director

May 1995Present · 30 yrs 10 mos

Investment AdvisoryWealth ManagementMutual FundsPortfolio ManagementStrategic Financial PlanningInvestments+17

Education

Harvard Business School

Senior Leadership Executive Program

Jan 2024Sep 2024

Kellogg Executive Education

Digital Marketing Strategies

Jan 2020Jan 2020

Stanford University Graduate School of Business

Certificate Design Thinking: From Insights to Viability

Jan 2019Jan 2020

Financial Planners Standard Board

CFP — Wealth Management

Jan 2001Jan 2002

FORE School of Management, New Delhi

PGDBM — Finance

Jan 1993Jan 1995

Delhi Public School - R. K. Puram

Commerce

Jan 1977Jan 1990

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Sanjiv Bajaj - CEO | Stackforce