Sandeep S. Jadwani, a seasoned Strategic Business Development, Growth, and Investment Advisor, is an Investor, award-winning Head of Investment Advisory, and Financial Advisor for PEP & Family Offices. With a wealth of experience spanning over 10 years, including key connections in the region, Sandeep excels in providing tailored financial solutions to meet clients’ objectives and bridge investments. His expertise lies in maintaining and growing businesses through proactive client engagement, identifying growth opportunities, and cultivating strong relationships with both existing and potential clients.
Throughout his career, Sandeep has demonstrated strong leadership in business development by identifying strategic partners and clients from local, regional, and global markets. He has a proven track record of acquiring new clients through research, briefings, meetings, and referrals. His channel management skills across various products, such as Equity, Bonds, In-House Funds, Third-Party Funds, and more, showcase his versatility and proficiency in the financial sector.
Sandeep’s project management experience includes leading transformation and change management initiatives in premium banking, including collaborations with prestigious organizations like ADCB, NBAD, and FAB. He was a finalist at the NYUAD FinTech Accelerator program Venture Launchpad StartAD in 2018 for his innovative Digital Wealth Management Platform tailored for expatriates in the UAE.
Driven by a strong belief in and support for FinTech, Sandeep envisions the convergence of FinTech and Social Media to create an ecosystem of vital information for expanding horizons and boosting growth. His forward-thinking approach and commitment to empowering clients with informed financial decisions underscore his dedication to excellence in the financial advisory realm.