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FINANCIAL
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INVESTOR CHARTER

     
     
Sanjay Roy

Sanjay Roy is the Principal Consultant & Investment Adviser registered with Securities Exchange Board of India (SEBI). Sanjay founded InvestEdge Consulting and started fee based Financial Planning service in the year 2010, with an intention to deliver unsurpassed service and professional insight through independent financial advice, to individuals & families.

He has been in financial services for over 22 years, last 15 years in Asset Management and Investment & Wealth Management, working in senior positions in organizations of repute (ASK Wealth Advisors, Tata Asset Management, Alliance Capital (now Alliance Bernstein). He is a Post Graduate in Business Management and a Certified Financial Planner CM A Member of Financial Planning Standards Board, India since October 2005.

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