Kalpana Singh
Investment Manager @FinEdge
Signup · Get unlimited contacts
WORK HISTORY
Investment Manager @FinEdge
Gurugram, IN
At FinEdge, I help individuals turn life goals—like home ownership, children’s education, and retirement—into actionable financial plans through the DiA (Dreams into Action) platform.I work as a trusted advisor, not just a planner—guiding clients with empathy, practical solutions, and honest communication. From end-to-end financial planning to active portfolio management, I ensure every step is aligned with their evolving goals.My focus is on building lasting relationships and empowering clients to make informed, confident financial decisions that support long-term wealth creation.
EDUCATION
Bundelkhand University, Jhansi
BTech - Bachelor of Technology
TKWs Institute of Banking & Finance
PG Diploma in Banking & Finance
ABOUT KALPANA SINGH
I’m passionate about helping people turn their financial goals into reality through simple, thoughtful investing. With nearly 2 years of experience in the mutual fund space, I focus on goal-based financial planning and SIPs that align with what truly matters.I regularly review and adjust portfolios to stay aligned with changing needs and market conditions, ensuring every decision is informed, timely, and built around each client’s unique goals.What I enjoy most is seeing the peace of mind and confidence clients gain when they understand their investments and feel in control of their future. I believe in clear communication, honest advice, and being a consistent partner on their financial journey.Clients Appreciate my professional yet personal approach — from thoughtful financial planning to clear communication and being there when they need me most.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.