General Info
Sagar Dalal, Managing Director and Advanced Wealth Strategist at Rockefeller Capital Management, brings over 8 years of experience in advanced wealth planning for families and ultra-high net worth individuals. His expertise spans various services offered by Rockefeller, with a focus on sustainable investing. Sagar Dalal has a strong background in financial affairs and offers tailored investment strategies. While specific details about his investment thesis, focus areas, stage of investment, geographical preference, previous investments, investment check size, and partnership styles were not found, his professional career showcases a commitment to wealth planning and strategic financial guidance. With a keen eye for sustainable investments, Sagar Dalal is dedicated to optimizing wealth management strategies for his clients.
Location:
Country: India
Industries:
Investment Regions: EU
Investment Stages: pre-seed, seed
angel-individual
EU
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🤖 AI Activity Report
Status: low-active
AI Reasoning: PitchBook shows Sagar Dalal’s latest investment was on 21-Aug-2019 in the startup Teamforce AI. Calculating time since that investment (over six years) places his last known activity well beyond 12 months, so classify as low-active.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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