Tapas Khandelwal — CEO

With over 15 years in banking — I launched SG Wealth to reimagine wealth management for discerning clients seeking both guidance and impact. At SGWealth, we’ve: Partnered with ultra-high-net-worth families and entrepreneurs, and young individuals who wants a highly professional approach for handling their finances. Delivered multi‑dimensional strategies—integrating investment planning, tax optimization, and succession solutions—tailored to each client’s life goals. Built a team of seasoned advisors whose combined track record spans decades in banking, asset management, and fiduciary services. My background in banking—leading teams, structuring complex portfolios, and navigating regulatory environments—uniquely equips me to deliver bespoke, disciplined, and compliant wealth solutions. I believe in: 🛡️ Fiduciary excellence: always putting client interests first. 🤝 Relationship depth: every portfolio is a partnership, designed around human aspirations. 🎯 Data‑driven discipline: balancing smart strategy with thoughtful risk management. Outside of work, I’m committed to giving back—serving as an advisor and mentoring future leaders in wealth and finance. Let’s connect. If you’re looking to collaborate, explore holistic wealth planning, or discuss industry trends, send me a message or schedule a time I’d love to connect.

Stackforce AI infers this person is a Fintech expert specializing in wealth management and investment banking.

Location: Indore, Madhya Pradesh, India

Experience: 12 yrs 7 mos