Hitesh Singla
Providing Wealth Management Solutions to HNI | Portfolio Management | Financial planning |Risk Management | Retirement planning | Mutual Fund | Insurance planning
- Role
- Wealth Partner at Activwealth
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Hitesh Singla
Most HNIs and senior professionals do not struggle because of low income or lack of…
Experience
Wealth Partner
May 2023 — Present · Gurugram, IN
Delivering Customised Wealth management solution to HNI-Create Specialised portfolios according to customer needs and result oriented solutions -Curing solutions from all domains ( Mutual funds, PMS, bonds, AIF, insurance) and managing risk of the customer-Adding value to customer portfolio with not just investment solution but overall asset allocation ( equity, gold, real estate any alternate )-Implementing risk management strategies with contingencies planning solution-Help clients with best debt solution while optimising the tax implication with investment.
Education
University college of engineering, punjabi university, Patiala
Bachelor's Degree
2004 — 2008
Fore School of Management
PGDM
2012 — 2014
Skills
- Microsoft Excel
- Html
- C
- Requirements Analysis
- Microsoft Office
- C++
- Manual Testing
- Java
- Team Management
- Sql
- Core Java
- Pl/Sql
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