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 financial advisor with the CERTIFIED FINANCIAL PLANNER™ certification, 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 planning strategies, tax-efficient investing strategies 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 nineteen (19) 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.
*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.*