Samant Sikka

About Samant Sikka

I am a business builder, investor and advisor with 28+ years across financial services, asset management, technology and entrepreneurship — working with founders, CXOs, wealth creators and emerging leaders.After leadership roles at Franklin Templeton, AIG Investments, Goldman Sachs and Axis AMC, I founded and scaled Sqrrl, one of India’s earliest fintech personal finance platforms. I raised capital from marquee investors, built a loved digital product, and achieved a successful exit in 2022 — delivering value to all stakeholders.Today, I work closely with UHNW individuals, family-owned businesses, fintechs and NBFCs as a strategic advisor. My focus is on:Guiding high-stakes decisions around investments, business strategy and personal wealthFacilitating peer-level conversations on legacy, family dynamics, leadership & purposeHelping founders navigate transitions, liquidity events, or leadership turning pointsBridging behavioural finance and human insight to help people make better financial & life decisionsI thrive in high-trust environments where candid conversations, collective intelligence, and deep reflection help accomplished leaders grow.A student of financial markets and human behaviour, I speak often on wealth, leadership and personal decision-making. When not working, I am usually playing golf or driving into the mountains with my family.My mission: To help wealth creators live with clarity, purpose and long-term impact — beyond financial success.

Experience

1. Strategic Advisor

   Abhi Loans

   Jul 2023 — Present · New Delhi, IN

   Advised leadership on secured lending strategy, risk frameworks and governance.• Engaged with UHNW borrowers and promoter-led businesses on structured lending solutions.• Facilitated cross-functional discussions between credit, risk and leadership teams on high-stakes decisions.• Provided confidential guidance to promoters on leverage, liquidity, and balance-sheet strategy.• Contributed to strengthening underwriting, early-warning systems and market intelligence.

Education

• Indian Institute of Planning and Management

  PGDPM, Marketing & Finance

  1995 — 1997

• Delhi Public School - R. K. Puram

  AISSCE, Commerce

  1980 — 1992

Skills

• Valuation
• Portfolio Management
• Derivatives
• Investments
• Banking
• Mutual Funds
• Team Management
• Sales
• Fixed Income
• Business Development
• Wealth Management
• Financial Markets
• Investment Banking
• Business Planning
• Financial Planning
• Capital Markets
• Asset Managment
• Asset Management
• Relationship Management
• Strategic Financial Planning
• Business Strategy
• Investment Advisory
• Equities
• Management
• Financial Services