Wealth Management

With 25+ years of rich experience in financial services, Sandip brings unparalleled expertise in broking, distribution, wealth, and research. He has been with PL for more than a decade and oversees the non-Institutional Business across 1,700+ locations. His professional experience is coupled with educational pedigree. He holds an Executive Education Programme certification from IIM Bangalore, specialising in Strategy and General Management, complemented by a MA in Economics from Delhi School of Economics and a Bachelors in Commerce from Shri Ram College of Commerce, Delhi Prior to joining PL, he worked with Castanea Wealth to establish a business focused on managing affluent and semi-affluent clients with alternate and third-party wealth management products. He was also associated with the Murugappa Group.

With over 22 years of rich experience in the financial services space, Inderbir Singh Jolly is a seasoned leader with a strong track record of transforming businesses and managing key functions such as Private Banking, Partnership Distribution, Product Management & Digital Wealth. His expertise lies in identifying new business opportunities, crafting market-driven strategies, and optimizing operations to meet evolving client needs using the best of talent and technology.
Inderbir has built and nurtured strong relationships with both internal and external stakeholders and clients, especially in the HNI, Family Office and Institutional space. He has handled important assignments for esteemed organizations like ICICI Securities Ltd, Aditya Birla Money Ltd, Reliance Wealth Management, HSBC, ICICI Prudential Life Insurance and SBI Wealth, keeping a strong focus on expanding the distribution footprint across top 25 markets in India through growth in AUM, revenue and client acquisition.
His ability to network with trusted business partners and clients enables deeper market penetration and enhanced wallet share. He also leverages technology for growth and ensures customer-centric operations and high standards of service quality.
His outstanding contributions have earned him prestigious awards such as the Functional Excellence Award at Aditya Birla Money and Chairman’s Select Award at ICICI Prudential Life Insurance.
Inderbir holds a PGDBM in Marketing & Finance from IES Management College, University of Mumbai, and a B.Com. from VES College of Science, Commerce, and Arts, University of Mumbai. He believes in contributing back to the society through his knowledge-sharing and charitable initiatives and associations.

Vineet Agarwal brings over two decades of extensive experience in strategic growth, business development, and innovation within the insurance sector. He has a proven track record of building and expanding traditional distribution channels while exploring and developing new digital oriented distribution for better customer experience and cost efficiency.
His innovative mindset, combined with his entrepreneurial experience and analytical problem-solving abilities, empowers him to drive transformative strategies that enhance business performance.
Vineet holds a Post Graduate Diploma in Journalism and Mass Communication, as well as a Bachelor’s degree in Engineering (Electronics).

Pankaj has been associated with PL since 20+ years and brings a multifaceted experience in financial services to his role. He has acquired extensive understanding across direct equity, PMS, NRI Investment Advisory, mutual funds, insurance, and real estate advisory. This enables him to expertly advise UHNI and HNI clients – both resident or non-resident Indians – on varied financial products. He has also been instrumental in introducing the NRI, PMS and Real Estate business at PL. Pankaj holds a Bachelor's degree in Commerce from the University of Bombay & Post Graduate Diploma in Management from MET Institute of Management, Mumbai.