
Meet Sanjit
Banerjee
Managing Director, SMS Realty & SMS Consulting — strategic advisor, investment consultant and banking professional.
I'm a certified investment consultant with more than two decades of experience across the financial landscapes of India and the UAE. From liability sales and wealth planning to investment advisory and business strategy, I bring a cross-functional perspective to high-net-worth individuals, business owners and institutions seeking measurable outcomes.
My career has spanned India's northern and eastern regions and the global financial hub of Dubai, giving me a rare understanding of both local market dynamics and international financial standards.
- 18+ yrs
- Banking & wealth management
- 4 services
- Under one advisory relationship
- UAE · India
- Cross-border specialist
- 01Wealth & Investment Management
- 02Risk Advisory & Portfolio Optimisation
- 03Liability Sales (CASA & Deposits)
- 04Strategic Financial Planning
- 05Product Design & Feasibility Surveys
- 06Business Turnaround & Growth Strategy
- 07Marketing Strategy & Implementation
- 08Service Quality & Compliance Advisory
- 01High-net-worth individuals & families
- 02Entrepreneurs & business owners
- 03Global expats & relocators in the UAE
- 04Real estate investors & developers
- 05Clients with cross-border assets or legacy needs
If you seek strategy, discretion and long-term results, we're aligned.
Career timeline
Managing Director
Delivering integrated finance and real estate solutions under one umbrella.
Cross-Border Wealth & Real Estate Advisory
Expanded into estate planning, real estate investment and cross-border advisory for HNIs and families.
Wealth & Risk Advisory
Focused on wealth and risk advisory across India, supporting entrepreneurs and HNIs.
Banking Foundations
Entered the banking sector in India, building foundations in CASA and liability management.
Finance isn't just about capital. It's about confidence.
My advisory approach is rooted in three principles: clarity, customisation and commitment. I don't believe in templated plans or surface-level strategies. Every client relationship is a long-term partnership, where your financial goals become my personal mission — whether you're expanding your business, diversifying your portfolio or planning a cross-border legacy. You'll always get honest advice, backed by research and real-world experience.
Dubai and the UAE offer unmatched opportunities for tax-efficient growth, asset protection and global business positioning. Local regulatory expertise combined with international insight helps clients capitalise on these advantages with confidence.
See how banking & investment advisory works

