Reliable and driven Private Wealth Manager with over 10 years of expertise in Banking and Financial Services industry.
Exceptional understanding of financial planning and demonstrated track record of developing profitable relationships with high net worth individuals in the National Capital Region.
Proven history of dealing with high-income wealth solutions, customized lending, protection and investment portfolio development. Dedicated to helping investors with means to achieve their short and long-term financial goals.
Practice at a glance
12
Years of Experience
125
Families Served
₹290
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
Education
Formal Education
BTech – Bachelor of Technology
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Abhinav Singh.