Shiv Gupta

Critic
DISC Type : C

Founder and Chief Executive Officer at Sanctum Wealth

Mumbai, Maharashtra, India

Overview

Shiv Gupta is the Founder and CEO of Sanctum Wealth, a firm he established by leading a management buyout of RBSs private banking business in India. An alumnus of Harvard Business School and Delhi University, he has over two decades of leadership experience in wealth management across Asia and the Middle East. People describe him as a strategic, high-performing, and humane leader.

Outside of his professional life, Shiv is on a dedicated AI learning journey, frequently reading and sharing insights on the topic. He is an avid reader, focusing on investment fundamentals, behavioral biases, and leadership philosophies. He grew up across India due to his fathers civil service career, which he credits for teaching him adaptability as a key skill.

Interesting fact: He successfully transitioned 95% of his clients from RBS to his new firm, Sanctum Wealth, when it launched in 2016.

Personality Overview

Negotiator

Precise

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Wealth Management in India
Frequently speaks on the structural transformation, growth, and increasing sophistication of the Indian wealth management industry, which is his firm's core focus.
Leadership & Purpose
Shared his personal leadership philosophy on a recent podcast, emphasizing vision, setting priorities, and building organizations with a shared purpose beyond just profits.
Impact of AI
Actively pursuing a personal AI learning journey, reading multiple books on the subject and analyzing its power dynamics and ethical considerations.

Media Appearances

The investment strategy of Sanctum Wealth's Shiv Gupta. Featured in Apple Podcasts

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Sanctum Wealth Founder Shiv Gupta Surveys Key Challenges Amidst India’s Dynamic Wealth Market Expansion. Featured in Hubbis

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Exclusive interview with Shiv Gupta, Founder and CEO, Sanctum Wealth – India is an exciting market with big headroom for growth. Featured in Global Private Banker

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Work History

4-2016
Founder and Chief Executive Officer at Sanctum Wealth
1-2009 - 3-2016
Managing Director, Private Banking India at Coutts
6-2014 - 11-2014
Co-Head, Middle East at Coutts
Market Head, Offshore South Asian Business & Thailand at Coutts
6-2000 - 6-2001
Private Banker at BNP Paribas

Education

General Management Program (GMP) from Harvard Business School
BA (Hons) from Hindu College, University of Delhi

More Information

Social Presence :

Prographics :

Exp : 20 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Founder and Chief Executive Officer at Sanctum Wealth
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Insights For Selling To Shiv

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shiv is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Shiv

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Shiv move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Shiv take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Shiv

Personality Compatibility


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