Rtn Sandeep Yadav is an accomplished entrepreneur with 27 years of experience in Private Banking and Wealth Management. Specializing in Portfolio Management, Asset Allocation, Stock Broking, Financial Planning, Mutual Funds, Life Insurance, and more, he has held senior roles at ICICI Bank, Axis Bank, RBL Bank, Reliance Private Wealth, and Aditya Birla Sunlife Wealth Management.

He is also the Founder of SY Financial Services and Sandeep and Associates. Notably, Sandeep and Associates is the leading partner of Axis Max Life Insurance Co. Ltd. in the country.

As an AMFI Registered Mutual Fund Distributor and member of the Association of Portfolio Managers of India, Sandeep offers top-tier financial advice. A proud winner of 110 awards, including 9 international and 101 national accolades, he strives to become a world-class Private Wealth Management Professional. Sandeep’s strong relationship management skills have been key to his success in the industry.

He is also the President of Rotary Club Delhi Midwest, contributing to various community initiatives.

Sandeep holds a PGDBF in Finance from the Indian Institute of Finance, New Delhi, and a B.A. in History, Economics, Political Science, and English from Agra College.