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Steer Team
Sajni Patel

WealthFirst Hall of Fame

12+ years of experience in wealth management & investment strategy solutions
Building long lasting relationships with clients that crosses years and generations
Brand & image management for the organization, opening vistas for novel ideas & methods.


My key area of expertise is building each client’s individual investment portfolio, understanding their own needs, risk profile, and return requirements all the way to nurturing client relationships spanning years and even generations within the same family. I come with more than 12 years of experience in the field of wealth management & strategic financial planning, serving the needs of a widespread clientele through forging strong and long lasting relationships with them. From holistic investment advice to corporates, HNIs, Ultra-HNIs to being at the forefront of media, branding, and brand management of WealthFirst, my duty as a member of the Steer Team entails developing robust & customized investment solutions to the clients that follows our mantra of a highly client centric approach. This role has also bestowed me with the opportunity to develop such strong ties with our clients that they often refer to me as their lifestyle advisor in addition to being their investment expert. With this client-centric approach and years of experience I aim to work towards safeguarding your wealth from any financial turbulence. It gives me immense pleasure in bringing new ideas, methods, & best practices to the domain of wealth management that magnifies the value we bestow to our clients.