Strategic Financial Planning for Sustainable Wealth Growth
Secure your financial future with customised planning strategies crafted for high-net-worth individuals — from income protection to legacy planning.
What I offer
Goal-Based Financial Planning
- Retirement and early-exit strategies
- Children's education and legacy planning
Cash Flow & Expense Management
- Asset-liability balancing
- Lifestyle planning
Investment Planning & Portfolio Structuring
- Risk-adjusted portfolio construction
- Domestic & offshore opportunities
Insurance & Risk Management
- Life, health and critical illness cover
- HNI-focused insurance planning
Tax Optimisation
- UAE tax residency structuring
- Global tax efficiency for asset preservation
“Strategy first. Any product I recommend sits inside your financial plan — never as a sales pitch.”
Financial Planning: your questions answered
Don't see your question? Ask Sanjit directly — he replies personally.
WhatsAppWhat exactly does financial planning include?
Financial planning is a structured, strategic process that helps you set and achieve long-term financial goals. It covers everything from income and expenses to investment allocation, risk mitigation, retirement and succession planning — all tailored to your situation.
Do I need to be living in Dubai to work with you?
No. While I'm based in Dubai, I work with clients across the Middle East and beyond. Many clients are international HNIs with assets or interests in the region, and planning is structured accordingly.
Is your planning process confidential?
Absolutely. Strict confidentiality protocols apply. All discussions, reports and data shared during the engagement are handled securely and with complete discretion.
How often will we review my financial plan?
A formal review every six months, or more often if there are major life or market changes, so your strategy stays responsive and relevant.
Do you offer product recommendations or just strategy?
Strategy first. Where appropriate I may recommend specific products (mutual funds, insurance, real estate and so on), but always within the context of your financial plan — never as a sales pitch.
How can I get started?
Book a consultation or send a call-back request. We start with a no-obligation discovery session to understand your needs and suggest the right path forward.