Ujjwal Singh
Wealth Manager | Investment Advisory | Portfolio Construction | Helping HNI & Emerging Affluent Build Long-Term Wealth
- Role
- Senior Wealth Manager at Nuvama Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Ujjwal Singh
As a Wealth Manager at Nuvama Wealth Management, I work closely with clients to simplify financial decisions and build strategies that help them achieve long-term success.I specialize in understanding client requirements, risk appetite, and future aspirations, and then curating suitable solutions across equity markets, structured investments, and wealth preservation strategies.For me, wealth management is about partnership, not just products.
Experience
Senior Wealth Manager
Sep 2023 — Present · Mumbai, IN
Managing investment relationships for HNI and emerging affluent clients by offering customized strategies across asset classes.Key responsibilities include: • Understanding client financial goals & risk appetite• Portfolio construction and asset allocation• Advising on equity, debt, and structured investment solutions• Continuous portfolio monitoring & rebalancing• Providing market updates and actionable ideas• Ensuring high standards of service and long-term relationship management
Education
Babu Banarsi Das University, Lucknow
Bachelor of Business Administration - BBA
Institute of Management Studies (IMS) Ghaziabad - Business School
pgdm, Marketing
2017 — 2019
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