Meet Sanjit Banerjee
Managing Director, SMS Realty & SMS Consulting (A Strategic Advisor | Investment Consultant | Banking Professional)
With over 20 years of leadership in banking, wealth management, and strategic advisory across India and the Middle East, I deliver customized, data-driven financial solutions for HNIs and growth-focused investors.
About Me
I’m Sanjit Banerjee, a certified investment consultant with more than two decades of dynamic experience across the financial landscapes of India and the UAE. From liability sales and wealth planning to investment advisory and business strategy, I bring a cross-functional portfolio tailored to high-net-worth individuals (HNIs), business owners, and institutions seeking measurable outcomes in today’s evolving markets.
My journey has spanned diverse markets, from India’s northern and eastern regions to the global financial hub of Dubai, allowing me to develop a rare understanding of both local market dynamics and international financial standards.
Career Timeline
2000s – Entered the banking sector in India, building foundations in CASA and liability management.
2010–2017 – Focused on wealth and risk advisory across India, supporting entrepreneurs and HNIs.
2018–Present – Relocated to UAE. Expanded into estate planning, real estate investment, and cross-border advisory.
Now – Managing Director of SMS Realty & Consulting, delivering integrated finance and real estate solutions under one umbrella.
Areas of Expertise
- Wealth & Investment Management
- Risk Advisory & Portfolio Optimization
- Liability Sales (CASA & Deposits)
- Strategic Financial Planning
- Product Design & Feasibility Surveys
- Business Turnaround & Growth Strategy
- Marketing Strategy & Implementation
- Service Quality & Compliance Advisory
Philosophy
Finance Isn’t Just About Capital. It’s About Confidence.
My advisory approach is rooted in three principles: clarity, customization, and commitment. I don’t believe in templated plans or surface-level strategies. Every client relationship is treated as a long-term partnership, where your financial goals become my personal mission. Whether you’re expanding your business, diversifying your portfolio, or planning a cross-border legacy, you’ll always get honest advice, backed by research and real-world experience.
Who I Serve
High-Net-Worth Individuals & Families
Entrepreneurs & Business Owners
Global Expats & Relocators in the UAE
Real Estate Investors & Developers
Clients With Cross-Border Assets or Legacy Needs
If you seek strategy, discretion, and long-term results, we’re aligned.
Why Dubai, United Arab Emirates?
Dubai and the UAE represent unmatched opportunities for tax-efficient growth, asset protection, and global business positioning.
My expertise in local regulations, combined with international insight, allows me to help clients capitalize on these advantages with confidence.
