Sangam Chhabra — Business Development Executive

As a Chartered Accountant and former Goldman Sachs professional, I bring global financial expertise with a local, personalized approach. My passion lies in helping individuals and businesses build long-term wealth, achieve financial freedom, and grow their investments smartly. Over the years, I’ve worked with diverse clients from professionals to entrepreneurs guiding them in: - Opening and managing Demat accounts with ease - Investing in Mutual Funds tailored to their life goals - Building disciplined, tax-efficient, and growth-oriented portfolios - Understanding wealth creation beyond traditional savings What sets me apart is the blend of corporate finance experience at Goldman Sachs with on-ground advisory expertise. I don’t just open accounts; I partner with clients to shape their financial journey with clarity and confidence. Beyond my professional role, I am an avid reader of books on financial markets, a lifelong student of finance, and a mentor to aspiring investors. My deep interest and skills in Derivatives and Technical Analysis help me bring sharper insights to clients seeking advanced investment strategies. 💡 If you’re a professional or business owner who wants to start investing, diversify smartly, or simply understand how to make your money work harder, let’s connect. 📩 DM me to begin your journey toward financial independence

Stackforce AI infers this person is a Financial Services professional specializing in wealth management and investment strategies.

Location: Bengaluru, Karnataka, India

Experience: 11 yrs 6 mos