Puneet Sachdeva
Head - Business Insurance
Puneet Sachdeva
Head – Business Insurance
Puneet Sachdeva leads the Business Insurance vertical at Blue Sage Wealth, bringing over 22 years of experience in financial planning and corporate risk solutions. A Certified Financial Planner (CFP®) from FPSB, USA, Puneet is also a Gold Medalist from Hansraj College, Delhi University—testament to his academic excellence and discipline.
He has advised a diverse set of clients ranging from entrepreneurs and MSMEs to large corporate houses, helping them safeguard business continuity through customized insurance strategies including keyman insurance, liability covers, business protection, and succession planning.
Puneet’s strength lies in translating complex risks into clear, actionable protection plans. His strategic mindset, combined with a deep understanding of financial products and regulatory frameworks, makes him a valuable asset for business owners looking to protect and future-proof their enterprises.
At Blue Sage Wealth, he champions a solutions-first approach—delivering clarity, confidence, and long-term value to clients in the ever-evolving landscape of business finance.
