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Satco Wealth Private Limited specialises in four domains of wealth management: Wealth Creation, Wealth Preservation, Wealth Protection and Wealth Transmission. The firm helps clients convert life goals into structured financial objectives and acts as a long-term guide across financial instruments including Mutual Funds, Equities & Derivatives, Bonds, PMS, AIF, Lending, Forex, NPS, Insurance and Estate Planning. The management team brings cumulative experience of over 100 years in financial services and distribution.
Satco Wealth focuses on goal-based investing by aligning financial products with client objectives across life stages. The firm emphasizes strategic allocation, risk management, disciplined execution and long-term wealth stewardship.
Deepak Jaggi
Co-Founder & Managing Director
Deepak has over 30 years of experience in retail financial services including Private Banking, Life Insurance, PMS and Mutual Funds. He has worked with Kotak Securities, Zurich Mutual Fund, HDFC Life, Deutsche Mutual Fund and was Executive Director & Head of Retail Sales (Pan India) at PGIM Mutual Fund. He is an MBA in Finance & Marketing and holds a Bachelor's degree in Computer Science from Pune University.
Sanjib Parhi
Co-Founder & Director
Sanjib has over 30 years of experience in insurance, institutional sales and wealth distribution. He has worked with HDFC Life, Financial Technologies, Motorola, Ion Exchange and the Timeshare industry. His last assignment was Associate Vice President at HDFC Life where he managed retail agency distribution for 15 years. He holds a DMM from NMIMS Mumbai University.
Jeetendra R. Dubey
Associate Vice President – Business Development
Jeetendra brings over two decades of experience in financial services. He has driven business growth, expanded distribution reach and built the wealth division from scratch. He specializes in equities, mutual funds, insurance and strategic B2B partnerships. He holds an MBA in Marketing and multiple NISM certifications.
Swati Maheshwari
Head – Strategic Finance & Client Advisory
Swati is a Chartered Accountant responsible for financial planning, strategic finance and advisory oversight. She supports business growth initiatives and strengthens client advisory processes through structured financial management.
Jayasimha A S
Chief Advisor – Strategy
Jayasimha has over 37 years of experience in financial services. He has held senior leadership roles including founding member of HDFC Life and positions at LIC. He has worked on large transformation mandates with McKinsey, BCG, Deloitte and TCS. He is also Co-founder of Capvirgo Insurance Broking & Services Pvt. Ltd.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Anand Kulkarni
Senior Advisor – Risk & Insurance Strategy
Anand has over 30 years of experience in insurance and financial services across LIC, Kotak Life, Bajaj Allianz, HDFC Life, TATA AIA and Edelweiss Tokio. He specializes in risk strategy, sales leadership and distribution management. He also serves as visiting faculty at the Insurance Institute of India.
Manoj Chanchlani
Director – Business Development
Manoj has over 30 years of industry experience and has been instrumental in the firm's growth since inception. He also serves as Director of Diagnostix Computer Clinic Pvt. Ltd. and brings strong expertise in technology-led transformation and strategic business expansion.