Thanks for stopping by to form part of an ambitious community of readers determined to level up our financial wellbeing.
First things first - here's a little bit about me, the purpose, and frequency of these posts.
Who am I?
I'm Sanam. Born in Tenerife, Spain, my parents immigrated from India to give my sister and I a different life.
- I grew up loving Law and secured a First Class Honours at University in the UK.
- I went on to intern at Microsoft, and fell in love with all things Tech.
- For a decade, I led Banking Relationships at Goldman Sachs London and Singapore.
As you can tell, my life has always been about my career. It looks great on paper, right?
But my finances? All over the place.
Until I quit my high-flying city-loving adrenaline-pumping Banking job.
Why the financial mess?
Truthfully, I was the first person in my community to earn a corporate salary, and I couldn't find a trustworthy and affordable expert that "got me".
And so with every year that passed, I:
❌ Lacked clear financial goals.
❌ Had no robust retirement or investing plan.
❌ Had scattered and inefficient global accounts.
❌ Lost $30,000 through risky investing strategies.
❌ Paid excessive annual fund management fees of 2-3%.
🪫 Operated from scarcity due to low self-worth.
When I quit, I vowed to never feel like this again.
So I invested thousands into my financial education.
In 6 months, I:
✅ Established clear financial goals and values.
✅ Optimised my accounts and emergency fund.
✅ Slashed fund fees to under 1%, saving thousands.
✅ Developed a robust retirement and investment strategy.
✅ Designed a robust 5-figure core strategic investment portfolio.
🔋 Now live out of abundance and prioritise my wellbeing.
For the first time ever, I optimised for my life, not work.
Leading me to grow, enjoy, and sustain my wealth - and be closer to my family.
Purpose of these Articles
To provide you with the financial guidance and education you never had, but wish you received, and can most definitely still apply.
Where meeting with a financial adviser or planner costs €150 an hour or a percentage of your managed assets (i.e. AUM) which is all very costly, these articles will provide you:
With actionable techniques and strategies you need to become finance-savvy.
Focused on four key pillars:
- Investing
- Behavioural Finance
- Personal Finance Strategies
- Limiting Beliefs Surrounding Money
If in your 20s or early 30s
Treat these articles as a segway to accumulate wealth responsibly.
|
|
If in mid-30s and beyond
Treat these articles to correct financial mistakes, accumulate wealth, and to find an adviser to help build your financial legacy.
|
Frequency of Articles:
You can expect a new article every 2 weeks on Monday at 8am GMT.
Anything more than that will be if I have something exciting to share that could help you!
I also have a tailored service, but that's for another day. Here's what people say:
|
