Kajal Singh

About Kajal Singh

I am a dedicated finance professional with hands-on experience in wealth management, financial advisory, investment planning, and client servicing. I have worked with leading financial institutions including ASP Finserv, Equentis, and Motilal Oswal, where I supported clients in making informed financial decisions and achieving their long-term financial goals.My expertise includes financial planning, portfolio advisory, Microsoft Excel, GST Tally, accounting, and creating data-driven reports. I enjoy understanding client needs, building strong relationships, and delivering strategic financial solutions that support wealth growth and financial security.With a strong foundation in both finance and operations, I bring discipline, accuracy, and a client-focused approach to every role. I am committed to continuous learning and contributing effectively to the financial services industry.

Experience

1. Wealth Manager

   ASP Finserv

   Nov 2025 — Present · Mumbai, IN

   1)At ASP Finserv, we simplify finance so you can focus on success.2) Your wealth deserves professional care—just like your health.3)Clarity. Commitment. Consistency. That’s our financial planning formula.4) We grow when our clients grow—your success is our strategy.5)Numbers tell a story. We help you write the story you want.6)Financial planning is not about money. It’s about building the life you dream of.7)Your goals are unique—your investment plan should be too.8)We don’t predict markets. We prepare you for every market.9)We convert your income into wealth, and your wealth into freedom.10)The best time to invest was yesterday. The second best is today.11)High-net-worth goals deserve high-quality financial planning.12)We look at risk before returns—because smart investors never gamble.13)Your portfolio should feel like a seatbelt, not a rollercoaster.”14)Compounding doesn’t work fast. It works forever.“Smart Finance. Secure Future.”

Education

• Smt. Maniben M.P. Shah Women's College of Arts and Commerce,

  HSC, Commerce

• Vidyalankar Group of Educational Institutes

  Bachelor of Management Studies ( BMS), Finance, General

  2018 — 2021

• Mumbai University Mumbai

  Master's degree, Banking and Finance