Arya Lane Capital

CONNECT

Address:

521 5th Ave, 17th floor
New York, NY 10175

Phone:

(212) 614-6505

Fax/Other:

(212) 292-4263

Biography

Sanket KhannaManaging Principal


Phone: (212) 614-6505
Email: Sanket.Khanna@AryaLaneCapital.com


 

I, Sanket Khanna, am the Managing Principal of Arya Lane Capital. I am currently a PIM (Private Investment Management) Portfolio Manager, managing assets on a discretionary as well as non-discretionary basis. As a CERTIFIED FINANCIAL PLANNER™, I provide goals-based planning and advice to my clients which include high net worth individuals and families, with a focus on experienced, highly respected professionals in demanding positions such as physicians, attorneys, technology entrepreneurs, business owners, corporate executives, corporations, entertainers, athletes, divorcees, nonprofits, and endowments. 

My advisory services include risk managed investment planning, estate, tax and insurance planning in the context of an overall plan. I oftentimes work with the clients' CPAs, their trust and estate attorneys and other trusted advisors to help implement tax efficient strategies based around specific needs. I have over seventeen (17) years of professional experience in the capital markets as a Financial Advisor.

Prior to Wells Fargo Advisors Financial Network, I was a Vice President and PMP Portfolio Manager at UBS Financial Services in New York, NY for nearly nine years where I built a successful advisory practice.  Prior to UBS, I started my career as a Financial Advisor at Morgan Stanley in 2000. Prior to Morgan Stanley, I was a Business Process Analyst at Andersen Consulting (Accenture) for two years in the financial services group. I am a graduate of New York University's Leonard N. Stern School of Business with degrees in Finance and Marketing.

 

 

* Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals