25 years of protecting Indian families and growing Indian wealth. Our story, mission, and the team behind the trust.
Sabbal Wealth Advisory was founded in 1999 by Mr. Vikram Malhotra with a single mission: to make financial security accessible and understandable for every Indian family. What started as a small insurance broking firm in Mumbai has grown into a full-service financial advisory with offices across 12 cities, serving over 10,000 clients and managing ₹2,500 Crore+ in insured assets and ₹800 Crore+ in investment portfolios.
We believe financial security is not a luxury - it is a right. Our advisors don't just sell products; they build lifetime relationships, guide families through claims, counsel entrepreneurs on risk management, and help individuals build wealth systematically.
From our humble beginnings with 3 staff members in a 200 sq ft office in Dadar, Mumbai, to a team of 280+ certified professionals serving clients from Srinagar to Kanyakumari - our journey has always been driven by one thing: the trust our clients place in us.
To simplify financial protection and wealth-building for every Indian through transparent advice, best-in-class products, and lifetime service support.
To become India's most trusted financial advisory, known not for the products we sell but for the lives we secure and the futures we build.
Transparency. Client-first. Integrity. Expertise. Accessibility. These five principles guide every decision we make.
The experienced professionals who guide Sabbal Wealth's strategy and client relationships.
Founder & CEO
25+ years in insurance and financial services. Ex-LIC, MBA Finance (IIM-A).
LinkedInDirector, Insurance
Former regional head at HDFC Ergo. Expert in corporate and retail insurance products.
LinkedInHead of Investments
SEBI-registered advisor. CFA charterholder. 15 years in wealth management.
LinkedInHead of Loans
Ex-ICICI Bank. Specialist in retail and SME lending. CA & MBA (Finance).
LinkedInRegistered insurance broker under IRDAI. Broker License No. DB-XXX/2001.
Registered Investment Advisor with SEBI. RIA No. INA000XXXXX.
Quality management system certified for financial advisory services.
Registered Mutual Fund Distributor (ARN) authorised to distribute MF products.