Sanam Balani

FINANCIAL WELLBEING EXPERT

Hi, I'm Sanam! I run a global financial wellbeing consultancy that empowers professionals to optimise their money and money mindset to meet their goals.Book a free money discovery call for tailored guidance. Start feeling confident, connected, and clear on your finances today.Thanks for stopping by! ;)

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About

Hi – I’m Sanam.

[My Founding Story]

Over the last decade, I managed and grew hundreds of millions in revenue by leading strategic Banking Relationships, on behalf of the world's leading Investment Bank, Goldman Sachs. I expanded their franchise in London, Poland, and Singapore.Then, in 2023, I quit.I decided to redesign my life with more intention.A problem that dawned on me was that my personal finances were a mess. Between relocations, a lack of accountability, and frankly, a scarce money mindset, I realised I knew more about my employer's finances and objectives, than my own.So I decided to organise and optimise my finances, and shared my journey publicly on LinkedIn.Before the shift, I:❌ Lacked clear goals, causing 24/7 overwhelm.
❌ Had scattered and inefficient global accounts.
❌ Lost $30,000 through investing unsuccessfully.
❌ Had no robust retirement plan or investing strategy.
❌ Paid excessive annual fund management fees of 2-3%.🪫 Operated from scarcity due to low self-worth.After 5 months of research and action, I:✅ Established clear financial goals and values.
✅ Optimised my accounts and emergency fund.
✅ Slashed fund fees to under 1%, saving thousands.
✅ Developed a robust retirement and investment strategy.
✅ Designed a value-aligned long-term investment portfolio.🔋 Now live out of abundance and prioritise my wellbeing.These experiences have uniquely positioned me to guide others, helping avoid the same pitfalls.This brings me to my financial wellbeing consultancy, a global platform that helps young ambitious professionals feel financially clear, confident, and connected.🌍 My mission is to shape a financial future where wellbeing is at the core. Join me!

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Work

I do three things:

1. Provide Financial Wellbeing Workshops to Companies

I customise workshops globally for companies at growth stages and beyond to improve the financial health of their workforce. These are built on trust, privacy, and speak to each employer's culture.

2. Conduct Private Financial Wellbeing Coaching

To improve accessibility, I guide ambitious professionals through a proven and interactive modular approach to optimise their finances - by improving their relationship with money on a 1-1 basis, or in groups of 3.

3. Publish Money Mojo Mail every Monday

A work in progress. This is a practical newsletter to help you and +1,000 people (re)gain control of your finances. Focusing on four key topics:- Money Psychology
- Financial Literacy
- Limiting Beliefs
- Investing in Capital MarketsMore to come - watch this space!

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