Build Wealth Like a Banker Without the Stress or Second-Guessing

Finally, a step-by-step coaching program for finance professionals who were never taught how to manage their money. Walk away with an emergency fund, a clear plan, and a hands-off investment portfolio you can manage - guaranteed.

Financial Counselling

Financial Planning

Investment Guidance

Join 20+ High Achieving Professionals and Fintechs

Why This Exists

You work in finance - but no one ever taught you how to manage your own money.

You spend your days helping clients and institutions get rich and stay safe, but when it comes to your personal wealth, you're stuck second-guessing every move.

Between the overflowing inbox, compliance restrictions, and fear of doing it wrong, your own financial goals keep getting pushed to next month.

Then the next. Then the next.

You feel like a fraud. People think you're investing. But you're not. You have no time, and too many company hoops to jump through.

I get it - because that was me, too.

After 8 years at Goldman Sachs, leading teams across London and Singapore, I realized I’d spent nearly a decade protecting the firm’s money… while quietly losing $30,000 of my own.

I was earning well, living below my means - and still unsure where my money was going, or how to make it grow.

I didn’t feel confident, in control, or free.

I kept telling myself:

  • "I should know this already.”

  • "I’ll figure this out after bonus season.”

  • “What if I mess it up and everyone finds out?”

Sound familiar?

So I stopped winging it, and built a system that finally worked - one that helped me recover my losses, build a global profitable portfolio I could manage myself (until I need an Advisor), and spend more guilt-free.

That’s why I built this program - so you can finally treat your money with the same intention you give your career.

In just 8 sessions, you’ll walk away with:

  • $10–30k investment portfolio you manage yourself.

  • System to grow your savings by 10–20% in 3 months.

  • Emergency fund that covers at least 3–6 months of expenses.

  • Financial roadmap - aligned to your goals, values, and lifestyle.

And also what you secretly want:

The confidence to make career moves without financial fear holding you back.

The investing knowledge you can finally share with loved ones whenever they ask.

And to no longer living in survival mode - so you start showing up with more time, peace, and presence in every area of your life.

Financial success shouldn't just look good on paper.
It should feel good in real life.

Pains You Face

Social media and group personal finances courses overwhelm you with a lot of information - which you cannot apply. Here's why.

Unclear Financial Life Goals

Misalignment with your ideal lifestyle and core values.

Unclear Financial Life Goals

Misalignment with your ideal lifestyle and core values.

Unclear Financial Life Goals

Misalignment with your ideal lifestyle and core values.

Drained Mental Headspace

Consume all on scial media but limited capacity to apply.

Drained Mental Headspace

Consume all on scial media but limited capacity to apply.

Drained Mental Headspace

Consume all on scial media but limited capacity to apply.

Portfolio That Doesn't Grow

Low risk appetite, high fees, no strategy eats into profits.

Portfolio That Doesn't Grow

Low risk appetite, high fees, no strategy eats into profits.

Portfolio That Doesn't Grow

Low risk appetite, high fees, no strategy eats into profits.

Lack of Trust

It'd hard to apply what you learn when everyone's got different information.

Lack of Trust

It'd hard to apply what you learn when everyone's got different information.

Lack of Trust

It'd hard to apply what you learn when everyone's got different information.

Scattered Money System

No automation and purpose creates confusion.

Scattered Money System

No automation and purpose creates confusion.

Scattered Money System

No automation and purpose creates confusion.

I was expecting a standard course that would improve my financial literacy, but this has been a very holistic programme encompassing so many more aspects of financial wellbeing.

Catherine

27, Doctor, Ireland

I was expecting a standard course that would improve my financial literacy, but this has been a very holistic programme encompassing so many more aspects of financial wellbeing.

Catherine

27, Doctor, Ireland

I was expecting a standard course that would improve my financial literacy, but this has been a very holistic programme encompassing so many more aspects of financial wellbeing.

Catherine

27, Doctor, Ireland

I didn't know how bad my spending was until I met Sanam. She helped me optimise my wealth so I can spend freely, invest smartly, and meet my goals more strategically.

Joeri

30, Entrepreneur, Dubai

I didn't know how bad my spending was until I met Sanam. She helped me optimise my wealth so I can spend freely, invest smartly, and meet my goals more strategically.

Joeri

30, Entrepreneur, Dubai

I didn't know how bad my spending was until I met Sanam. She helped me optimise my wealth so I can spend freely, invest smartly, and meet my goals more strategically.

Joeri

30, Entrepreneur, Dubai

Before I was really stressed with my money. Now I'm more calm, organised, and strategic with growing my wealth. I know now how to invest for my future! Don't think twice, start now.

Noori

33, Entrepreneur, Spain

Before I was really stressed with my money. Now I'm more calm, organised, and strategic with growing my wealth. I know now how to invest for my future! Don't think twice, start now.

Noori

33, Entrepreneur, Spain

Before I was really stressed with my money. Now I'm more calm, organised, and strategic with growing my wealth. I know now how to invest for my future! Don't think twice, start now.

Noori

33, Entrepreneur, Spain

What You’ll Get in This Program

You don’t need a finance degree, hours of free time, or a meditation app to finally feel calm and in control of your money.

This isn’t a passive course. It’s a done-together 1:1 coaching program - designed for finance professionals who want clarity and progress, not theory or fluff.

Money Plan

Personalised

Growth

Automated

Trusted

Know Where Every Dollar Goes

We’ll audit your income, spending, and accounts so you know exactly what’s working, what’s leaking, and what to fix — without overwhelm.

Know Where Every Dollar Goes

We’ll audit your income, spending, and accounts so you know exactly what’s working, what’s leaking, and what to fix — without overwhelm.

Know Where Every Dollar Goes

We’ll audit your income, spending, and accounts so you know exactly what’s working, what’s leaking, and what to fix — without overwhelm.

Save Without Feeling Restricted

Set up flows for short- and long-term goals, while still enjoying your life. This is intentional saving — not deprivation.

Save Without Feeling Restricted

Set up flows for short- and long-term goals, while still enjoying your life. This is intentional saving — not deprivation.

Save Without Feeling Restricted

Set up flows for short- and long-term goals, while still enjoying your life. This is intentional saving — not deprivation.

Optimise Every Bank Account

You’ll walk away with clean, labelled accounts — so you know what’s for bills, goals, fun, and investing. No more mental math.

Optimise Every Bank Account

You’ll walk away with clean, labelled accounts — so you know what’s for bills, goals, fun, and investing. No more mental math.

Optimise Every Bank Account

You’ll walk away with clean, labelled accounts — so you know what’s for bills, goals, fun, and investing. No more mental math.

Invest With Full Clarity

Build a simple ETF portfolio (that Compliance approves of) that grows while you work — no stock-picking, no guesswork, no stress.

Invest With Full Clarity

Build a simple ETF portfolio (that Compliance approves of) that grows while you work — no stock-picking, no guesswork, no stress.

Invest With Full Clarity

Build a simple ETF portfolio (that Compliance approves of) that grows while you work — no stock-picking, no guesswork, no stress.

Build Your Money System

Create a personalised financial routine that runs in the background — saving you time, stress, and mental load.

Build Your Money System

Create a personalised financial routine that runs in the background — saving you time, stress, and mental load.

Build Your Money System

Create a personalised financial routine that runs in the background — saving you time, stress, and mental load.

Align Money to Career Goals

Every decision is tailored to your life — whether that’s switching jobs, taking a break, or planning a pivot.

Align Money to Career Goals

Every decision is tailored to your life — whether that’s switching jobs, taking a break, or planning a pivot.

Align Money to Career Goals

Every decision is tailored to your life — whether that’s switching jobs, taking a break, or planning a pivot.

The Wealth System You Want

No more budgeting apps that confuse you, or investment platforms you abandon. My clients use this simple but powerful approach to finally feel in control of their finances — even while working 50+ hour weeks.

The Money Map

See where every dollar goes and why - without judgment.

The Money Map

See where every dollar goes and why - without judgment.

The Money Map

Personalised ETF Strategy

Skip the hype. Grow long-term wealth with global, diversified investments.

Personalised ETF Strategy

Skip the hype. Grow long-term wealth with global, diversified investments.

Personalised ETF Strategy

The Money Mindset Reset

Banish fear and anxiety around money decisions.

The Money Mindset Reset

Banish fear and anxiety around money decisions.

The Money Mindset Reset

Smart Net Worth Tracking

Track your growth like a pro (even if you don’t feel like one yet).

Smart Net Worth Tracking

Track your growth like a pro (even if you don’t feel like one yet).

Smart Net Worth Tracking

Recession-Proof Gameplan

Be prepared for anything. Your plan adjusts as life does.

Recession-Proof Gameplan

Be prepared for anything. Your plan adjusts as life does.

Recession-Proof Gameplan

Salary-to-Freedom Calculator

See how every raise and bonus gets you closer to financial independence.

Salary-to-Freedom Calculator

See how every raise and bonus gets you closer to financial independence.

Salary-to-Freedom Calculator

Why Work With Me

Why Work With Me

Why Work With Me

For 8 years, I helped top-tier banks grow and protect billions in London and Singapore. Today, I advise fintechs on building trust with users - and coach professionals like you to finally take control of your finances. But this isn’t theory. I’ve lived both sides. That’s why I built a system rooted in clarity, not complexity. Wins include:

For 8 years, I helped top-tier banks grow and protect billions in London and Singapore. Today, I advise fintechs on building trust with users - and coach professionals like you to finally take control of your finances. But this isn’t theory. I’ve lived both sides. That’s why I built a system rooted in clarity, not complexity. Wins include:

For 8 years, I helped top-tier banks grow and protect billions in London and Singapore. Today, I advise fintechs on building trust with users - and coach professionals like you to finally take control of your finances. But this isn’t theory. I’ve lived both sides. That’s why I built a system rooted in clarity, not complexity. Wins include:

$7m

Projected Returns Across Clients

$7m

Projected Returns Across Clients

$26k

Hidden Fund Fees Saved

$26k

Hidden Fund Fees Saved

20%

Increase in Savings Per Client

20%

Increase in Savings Per Client

Extensive Industry Experience

I've worked in Capital Markets for about a decade. I saw how successful investors built wealth, and what stopped us normal investors from reaching out to ask for help.

Multicultural Awareness

Living in Spain, London, and Singapore has meant I understand behavioural finance psychology across cultures - especially how to overcome ingrained money limiting beliefs.

Your Path to Calm, Confident Finances

No more overwhelm. Here’s what you need to do next.

Step 1

Book Free Clarity Call

No sales pitch — just clarity and strategy.

Step 1

Book Free Clarity Call

No sales pitch — just clarity and strategy.

Step 1

Book Free Clarity Call

No sales pitch — just clarity and strategy.

Step 2

Get a Money Audit

We’ll map out what to improve and sustain.

Step 2

Get a Money Audit

We’ll map out what to improve and sustain.

Step 2

Get a Money Audit

We’ll map out what to improve and sustain.

Step 3

Receive Your Action Plan

Get a stress-free custom to grow wealth.

Step 3

Receive Your Action Plan

Get a stress-free custom to grow wealth.

Step 3

Receive Your Action Plan

Get a stress-free custom to grow wealth.

Done 🎉

Decide if You Want Support

Not ready? Keep the plan anyway — no pressure.

Done 🎉

Decide if You Want Support

Not ready? Keep the plan anyway — no pressure.

Done 🎉

Decide if You Want Support

Not ready? Keep the plan anyway — no pressure.

Optimised to Serve Individuals and Fintechs

Our mission is to encourage people to act on their finances. An example of this is partnering with Japanese Fintech, Habitto, that led to +300% in engagement, increased trust with financial advisors, and increased deposits.

Banking

Healthcare

Recruitment

E-Commerce

Marketing

Banking

Healthcare

Recruitment

E-Commerce

Marketing

Banking

Healthcare

Recruitment

E-Commerce

Marketing

It's Time to Prioritise Your Future

It's Time to Prioritise Your Future

It's Time to Prioritise Your Future

If you decide to go ahead and need a payment plan, don't worry. We'll work on this together.

Do It Yourself

Do it Together

Start Now

I’ll Do It On My Own

The Hidden Cost of Trial & Error

+$300,000

/ lost over your lifetime

No Change To Your Finances

Trial and Error Saving and Investing

Guess Your Way to Meeting Your Goals

Missed Opportunities from Scattered Decisions

Continued Long Work Hours and Scarcity Mindset

1:1 Wealth Clarity Accelerator

The Step-by-Step Program That Pays for Itself

from $2,500

/ payment plans available

8x 75-min private sessions ($3,000 value)

Custom Notion Money Toolkit ($2,000 value)

Access to Paid-For Resources ($1,000 value)

Unlimited WhatsApp Support ($900 value)

Total Value: $6,900+ -> Yours from $2,500

Do It Yourself

Do it Together

Start Now

I’ll Do It On My Own

The Hidden Cost of Trial & Error

+$300,000

/ lost over your lifetime

No Change To Your Finances

Trial and Error Saving and Investing

Guess Your Way to Meeting Your Goals

Missed Opportunities from Scattered Decisions

Continued Long Work Hours and Scarcity Mindset

1:1 Wealth Clarity Accelerator

The Step-by-Step Program That Pays for Itself

from $2,500

/ payment plans available

8x 75-min private sessions ($3,000 value)

Custom Notion Money Toolkit ($2,000 value)

Access to Paid-For Resources ($1,000 value)

Unlimited WhatsApp Support ($900 value)

Total Value: $6,900+ -> Yours from $2,500

Do It Yourself

Do it Together

Start Now

I’ll Do It On My Own

The Hidden Cost of Trial & Error

+$300,000

/ lost over your lifetime

No Change To Your Finances

Trial and Error Saving and Investing

Guess Your Way to Meeting Your Goals

Missed Opportunities from Scattered Decisions

Continued Long Work Hours and Scarcity Mindset

1:1 Wealth Clarity Accelerator

The Step-by-Step Program That Pays for Itself

from $2,500

/ payment plans available

8x 75-min private sessions ($3,000 value)

Custom Notion Money Toolkit ($2,000 value)

Access to Paid-For Resources ($1,000 value)

Unlimited WhatsApp Support ($900 value)

Total Value: $6,900+ -> Yours from $2,500

All Plans Include

100% Satisfaction or Money-Back Guarantee

Lifetime Access

Portfolio Fee Review

See What Our Clients Are Saying

See What Our Clients Are Saying

Learn how I've empowered 25-35 year old professionals globally
achieve financial success!

“I hit $100K in investments while working with Sanam - something I never thought I could manage across currencies and accounts. Before, I had no idea where my money was going, what I could afford long-term, or how my portfolio was performing. Sanam helped me consolidate my investments into 2 simple funds I understood, identify my true risk appetite, and reduce unnecessary fees by SGD 137,380 over 30 years. We also set up an emergency fund, built in annual budgeting for long-term treatment costs, and even reorganized my savings to maximize interest. She was warm, practical, and asked the exact questions I needed to finally feel in control of my finances. I never felt judged or overwhelmed. I can’t recommend Sanam enough!"

“I hit $100K in investments while working with Sanam - something I never thought I could manage across currencies and accounts. Before, I had no idea where my money was going, what I could afford long-term, or how my portfolio was performing. Sanam helped me consolidate my investments into 2 simple funds I understood, identify my true risk appetite, and reduce unnecessary fees by SGD 137,380 over 30 years. We also set up an emergency fund, built in annual budgeting for long-term treatment costs, and even reorganized my savings to maximize interest. She was warm, practical, and asked the exact questions I needed to finally feel in control of my finances. I never felt judged or overwhelmed. I can’t recommend Sanam enough!"

Aini

Market Research Director, Singapore

I didn't know how bad my spending was until I met Sanam. She helped me optimise my wealth so I can spend freely, invest smartly, and meet my goals more strategically.

I didn't know how bad my spending was until I met Sanam. She helped me optimise my wealth so I can spend freely, invest smartly, and meet my goals more strategically.

Joeri

Recruitment Founder, Dubai

I can 100% attest to how practical it is, and how much it has changed the way I view and grow my finances. I work in Finance, and have not come across someone so focused on my financial wellbeing, until I met Sanam This is a no-brainer for anyone interested.

Harpreet

27, Portfolio Manager, UK

I can 100% attest to how practical it is, and how much it has changed the way I view and grow my finances. I work in Finance, and have not come across someone so focused on my financial wellbeing, until I met Sanam This is a no-brainer for anyone interested.

Harpreet

27, Portfolio Manager, UK

I can 100% attest to how practical it is, and how much it has changed the way I view and grow my finances. I work in Finance, and have not come across someone so focused on my financial wellbeing, until I met Sanam This is a no-brainer for anyone interested.

Harpreet

27, Portfolio Manager, UK

I couldn't recommend Sanam more!She taught me some quick tips on how to budget on a daily baisis, provided some free tools for me to use and was completely available to keep in touch after this. It was not a long term collaboration but I am sure if that was the case, it would totally work :) Thank you so much, Sanam!

Mariana

37, HR, Portugal

I couldn't recommend Sanam more!She taught me some quick tips on how to budget on a daily baisis, provided some free tools for me to use and was completely available to keep in touch after this. It was not a long term collaboration but I am sure if that was the case, it would totally work :) Thank you so much, Sanam!

Mariana

37, HR, Portugal

I couldn't recommend Sanam more!She taught me some quick tips on how to budget on a daily baisis, provided some free tools for me to use and was completely available to keep in touch after this. It was not a long term collaboration but I am sure if that was the case, it would totally work :) Thank you so much, Sanam!

Mariana

37, HR, Portugal

This program demystifies money, investing, and my relationship with wealth, better than any finance expert, counsellor, and “YouTube University” have done for me in the past. I feel I got the MBA-equivalent on the fundamentals of actually investing.

Marina

30, Entrepreneur, Spain

This program demystifies money, investing, and my relationship with wealth, better than any finance expert, counsellor, and “YouTube University” have done for me in the past. I feel I got the MBA-equivalent on the fundamentals of actually investing.

Marina

30, Entrepreneur, Spain

This program demystifies money, investing, and my relationship with wealth, better than any finance expert, counsellor, and “YouTube University” have done for me in the past. I feel I got the MBA-equivalent on the fundamentals of actually investing.

Marina

30, Entrepreneur, Spain

Sanam has a kind and empathetic approach to helping young professionals understand their finances. Her goal is to support their financial literacy so they can create a healthy relationship with money, investments, and securing their financial futures. She acts as a "translator" of sorts, breaking down the complexities of financial wellness. With her background in corporate banking, Sanam draws from her professional experience to empower people to intelligently take charge of their financial futures!

Kathryn

36, Doctor, USA

Sanam has a kind and empathetic approach to helping young professionals understand their finances. Her goal is to support their financial literacy so they can create a healthy relationship with money, investments, and securing their financial futures. She acts as a "translator" of sorts, breaking down the complexities of financial wellness. With her background in corporate banking, Sanam draws from her professional experience to empower people to intelligently take charge of their financial futures!

Kathryn

36, Doctor, USA

Sanam has a kind and empathetic approach to helping young professionals understand their finances. Her goal is to support their financial literacy so they can create a healthy relationship with money, investments, and securing their financial futures. She acts as a "translator" of sorts, breaking down the complexities of financial wellness. With her background in corporate banking, Sanam draws from her professional experience to empower people to intelligently take charge of their financial futures!

Kathryn

36, Doctor, USA

Sanam has tons of insight regarding the modern ways people think and talk about money-related topics, and how it can apply to other topics regarding our relationships and ourselves. Through her mix of genuine curiosity and passion to help others and knowledge of practical strategies one can take to improve their financial situation, I would highly recommend following her content and having a conversation with her to get more insight from such a knowledgeable source!

William

27, Sales, USA

Sanam has tons of insight regarding the modern ways people think and talk about money-related topics, and how it can apply to other topics regarding our relationships and ourselves. Through her mix of genuine curiosity and passion to help others and knowledge of practical strategies one can take to improve their financial situation, I would highly recommend following her content and having a conversation with her to get more insight from such a knowledgeable source!

William

27, Sales, USA

Sanam has tons of insight regarding the modern ways people think and talk about money-related topics, and how it can apply to other topics regarding our relationships and ourselves. Through her mix of genuine curiosity and passion to help others and knowledge of practical strategies one can take to improve their financial situation, I would highly recommend following her content and having a conversation with her to get more insight from such a knowledgeable source!

William

27, Sales, USA

Sanam’s extensive experience shines through in her insights. She makes complex financial concepts simple and actionable. She didn’t just talk about how to save or invest; she taught me how to grow my wealth in a realistic, sustainable way.

Srishti

24, Student, India

Sanam’s extensive experience shines through in her insights. She makes complex financial concepts simple and actionable. She didn’t just talk about how to save or invest; she taught me how to grow my wealth in a realistic, sustainable way.

Srishti

24, Student, India

Sanam’s extensive experience shines through in her insights. She makes complex financial concepts simple and actionable. She didn’t just talk about how to save or invest; she taught me how to grow my wealth in a realistic, sustainable way.

Srishti

24, Student, India

Frequently Asked Questions

Frequently Asked Questions

You’re not a licensed financial advisor - why should I trust your system?

You're right - I’m not a licensed financial advisor, and that’s intentional. This isn’t about regulated advice or selling you products. My system focuses on financial clarity, behaviour change, and real-world implementation - things most advisors skip. With 8 years at Goldman Sachs, I saw first-hand how traditional advice overlooks everyday professionals. That’s why I built a step-by-step approach that simplifies decision-making, reduces costly mistakes, and gives you confidence to manage your finances long-term - no jargon, no gatekeeping.

I already know the basics. What can you teach me that I can’t Google?

I’ve tried budgeting and investing apps before. How is this different?

What if I do this and still feel stuck - can I get my money back?

Why should I invest in this now if I’m not financially ‘behind’?

What results do your clients actually get - and how fast?

You’re not a licensed financial advisor - why should I trust your system?

You're right - I’m not a licensed financial advisor, and that’s intentional. This isn’t about regulated advice or selling you products. My system focuses on financial clarity, behaviour change, and real-world implementation - things most advisors skip. With 8 years at Goldman Sachs, I saw first-hand how traditional advice overlooks everyday professionals. That’s why I built a step-by-step approach that simplifies decision-making, reduces costly mistakes, and gives you confidence to manage your finances long-term - no jargon, no gatekeeping.

I already know the basics. What can you teach me that I can’t Google?

I’ve tried budgeting and investing apps before. How is this different?

What if I do this and still feel stuck - can I get my money back?

Why should I invest in this now if I’m not financially ‘behind’?

What results do your clients actually get - and how fast?

You’re not a licensed financial advisor - why should I trust your system?

You're right - I’m not a licensed financial advisor, and that’s intentional. This isn’t about regulated advice or selling you products. My system focuses on financial clarity, behaviour change, and real-world implementation - things most advisors skip. With 8 years at Goldman Sachs, I saw first-hand how traditional advice overlooks everyday professionals. That’s why I built a step-by-step approach that simplifies decision-making, reduces costly mistakes, and gives you confidence to manage your finances long-term - no jargon, no gatekeeping.

I already know the basics. What can you teach me that I can’t Google?

I’ve tried budgeting and investing apps before. How is this different?

What if I do this and still feel stuck - can I get my money back?

Why should I invest in this now if I’m not financially ‘behind’?

What results do your clients actually get - and how fast?