Ankit Sahu
Financial Planner
Ankit Sahu has 20+ years of experience in wealth management, relationship management and business development. He has previously worked at Bank Of America, Merrill Lynch and UBS. Ankit brings the value proposition of building long-term strategies to his clients’ financial plans. He is dedicated to working with businesses and families in achieving their desired goals.
With an MBA in Finance and an undergraduate degree in Engineering, Ankit understands the new world and is able to advise clients on these new age companies. He believes in sustainable investing and keeps a pulse on companies that have reliable and robust business models.
He is a resident of San Francisco and lives there with his wife and two boys. To him, relationships are what matters most.
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