Sattish Lanka
Principal Partner | Ichigyo-Zammai | Tunnel Vision | Buy when Fearful, Sell when Greedy | Always Client First | IDFC FIRST PRIVATE BANKING
- Role
- Principal Partner, Private Banking at IDFC FIRST Bank
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Sattish Lanka
With a progressive career at IDFC FIRST Bank, my tenure has evolved to Principal Partner, where I specialize in portfolio management for high-net-worth individuals. My commitment to ethical wealth management is unwavering, as is my dedication to creating bespoke strategies that align with our clients\' complex financial goals. The trust our clients place in us is paramount, and our team\'s expertise in customer relationship management and coaching ensures that we not only meet but exceed their expectations. At the heart of my practice lies a strategic, integrity-driven approach to safeguarding and growing generational wealth.
Experience
Principal Partner, Private Banking
Aug 2024 — Present · Mumbai, IN
Education
University of Mumbai
BSc Chemistry
1997 — 2000
K.J. Somaiya Institute Of Management Studies and Research
Master of Business Administration - MBA
2011 — 2013
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