ATUL SINGH, CFP

CEO at Wealth Asia
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN

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Experience

  • Wealth Asia
    • India
    • Financial Services
    • 1 - 100 Employee
    • CEO
      • May 2018 - Present

      East Delhi, Delhi, India Equity and Stock market professional, Certified financial planner (CFP), providing services of Equity, PMS (Portfolio Management services), AIF (Alternate Investment Funds), Mutual Funds, Fixed Income Etc. Help our investors create winning stock portfolio, right asset class mix in equity, debt, Gold.

  • Ethical Wealth Managers
    • Entrepreneur
      • May 2012 - Aug 2017

      Gurgaon, India Wealth Management and Services

  • Nirmal Bang Securities Pvt. Ltd.
    • India
    • Investment Banking
    • 1 - 100 Employee
    • Vice President and Regional Manager - "Online Equity Broking"​-North
      • Aug 2010 - May 2012

      New Delhi Area, India Regional Manager- North for Online Equity Broking

  • Religare Securities Limited
    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • Vice President-Online Business.
      • Apr 2010 - Aug 2010

      Noida Area, India Vice president- Online Business

    • Associate Vice President - Online Business,Distribution.
      • May 2008 - 2010

      Noida Area, India Head product- Insurance sales and distribution at Religare online business.

  • IIFL(India Infoline Ltd)
    • Associate Vice President - Distribution, Broking,Delhi
      • Nov 2004 - May 2008

      New Delhi Area, India Associate Vice President - Distribution and sales (Sept 2006-May 2008) at IndiaInfoline Limited Area Manager - Equity Broking and Distribution (Nov 2004-sept 2006) at Delhi,NCR.

  • Elite Stock Management Ltd.
    • Business Development Manager
      • Dec 2000 - Nov 2004

      New Delhi Area, India Head-Distribution(Mutual Fund, Equity sales, IPOs, Life Insurance Etc ).

Education

  • Financial Planning Standard Board, USA
    CFP, Financial Planning and Services
    2020 - 2021
  • Indian Institute of Foreign Trade
    PGD in International Business, Marketing, International Business
    2009 - 2011
  • Lucknow University, Department of Management studies
    Master of Business Economics, Marketing, Economics
    1998 - 2000
  • Magadh University
    B.A (Honours), History (Hons), Sociology, Political Science

Community

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