Upasana R Tomar

Co-Founder @ AFFINITY WEALTH MANAGEMENT Technical Research Analyst / CMT Level 3 Candidate/ Full time Trader / Build up activities relating to Trading Psychology

Role: Co-founder at Affinity Wealth Management
Location: Gurugram, HR, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Upasana R Tomar

I am corporate professional working as a Technical Research Analyst. I am a NISM…

Experience

Co-founder
Affinity Wealth Management
Aug 2023 — Present

Education

STEP-HBTI
Master of Business Administration - MBA, Accounting and Finance
2016 — 2018

Contact information

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Work email
•••••@affinitywealthmanagement.org
Personal email
•••••@•••••.com
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Current company

Affinity Wealth Management

Education · 5 employees · Founded 2022

At Affinity Wealth Management (AWM), we believe investing is not about chasing quick returns but about building clarity, confidence, and discipline in your financial journey. As a SEBI-Registered Research Analyst our mission is to deliver independent, research-backed insights and unbiased recommendations that empower retail investors and traders to make informed decisions. Our vision is simple: to bridge the gap between institutional-level research and everyday investors. While large institutions enjoy access to structured research and strategies, retail participants are often left with speculation and noise. AWM was created to change that. We stand for integrity, transparency, and investor-first values. We don’t promise shortcuts or guaranteed returns; instead, we provide ethical guidance, reliable research, and simplified education—so every decision you take is informed and every step confident. Because true wealth lies in knowledge, discipline, and trust. Our Services 1. Advisory Services – AWM INTRADAY Our AWM INTRADAY service is designed for disciplined traders seeking structured opportunities. Entry, exit & stop-loss levels shared only on quality setups Live monitoring with revised targets/SL as per market moves Coverage: Stocks, Index Options, Stock Options, Index Futures & Stock Futures 3–4 calls per day based on current market price Stop-loss & target-based approach ensuring risk management

affinitywealthmanagement.org

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About Upasana R Tomar

Experience

Co-founder

Education

STEP-HBTI

Find verified contacts for anyone on LinkedIn