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Meet Sangeeta Roychaudhuri

She's a Succession Planning Specialist

Sangeeta Roychaudhuri

Sangeeta has more than 18+ years of management experience in Business Development/Sales and Marketing across different sectors including financial services, events, training and technology. In her career, she has worked with large Indian Corporate Houses & Multinational Companies like CRISIL, Dun & Bradstreet, and Amicorp Group. She is the Co-Founder & CEO “WealthCube Capital Pvt Ltd” which focuses on wealth management and succession & estate planning.

She loves travelling, music, theatre and writing. She is a regular speaker across various leading Corporates & Educational institutes in areas of empowerment, entrepreneurship, personal branding & social media marketing.

She recently authored a compilation of poems “Celebrate Your Wings”.

LinkedIn • Instagram • YouTube


MBA - Marketing, Haas School of Business, UC Berkeley


Certified Financial Life Planning and Investment Adviser – International Certification jointly awarded by The Women Financial Advancement Network, The Garrett Planning Network and PGIM India Mutual Fund
Aug 2022 - No Expiry
11+ Yrs



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