Tarun Singh

Senior Associate at 360 ONE Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
IN
Languages
  • English -
  • Hindi -
Skills

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Credentials

  • NISM-Series-V-A- Mutual Fund Distributors
    NISM
  • NISM-Series-X-A-Investment Adviser (Level 1) Certification
    NISM

Experience

  • 360 ONE Wealth
    • Financial Services
    • 200 - 300 Employee
    • Senior Associate
      • Jan 2019 - Present

  • Wealth Advisors (India) Pvt. Ltd
    • India
    • Investment Management
    • 1 - 100 Employee
    • Wealth Manager
      • May 2015 - Dec 2018

      Work: Client acquisition, portfolio construction, client servicing, portfolio review. Domain: Private Wealth Management & Investment advisory (Individual-HNI, Family Office & Institutional). Work: Client acquisition, portfolio construction, client servicing, portfolio review. Domain: Private Wealth Management & Investment advisory (Individual-HNI, Family Office & Institutional).

  • vimal dixit & associates
    • Lucknow Area, India
    • Manager Audit
      • Mar 2011 - May 2013

Education

  • Institute For Financial Management And Research
    Master of Business Administration (M.B.A.), Finance, General
    2013 - 2015
  • University of Lucknow
    Bachelor’s Degree, B Com
    2005 - 2008
  • Central Academy lucknow
    High School
    2004 - 2005

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