Meet Gobind Singh

With over 9 years of experience in the Wealth Management and Financial Planning industry, Gobind Singh CWM®️ brings a rare combination of expertise, insight, and genuine client-focused advisory to every relationship he builds.

Over the years, he has been associated with reputed organizations such as Purnartha Investment Advisors and Bajaj Finserv Asset Management Pvt. Ltd. These roles allowed him to develop deep proficiency in equity research–driven investing, customized portfolio strategies, and holistic wealth solutions designed to help investors navigate markets with clarity and confidence.

Gobind specializes in personalized financial planning, goal-based investment strategies, and custom-crafted wealth solutions for HNI and UHNI clients. Every plan he designs is shaped around the investor’s unique aspirations—whether it’s wealth creation, financial independence, legacy planning, or long-term security—ensuring a thoughtful balance of growth potential and risk management.

His academic foundation includes the globally recognized Chartered Wealth Manager (CWM®️) designation from the American Academy of Financial Management (USA), followed by an MBA in Finance from a reputed business school. He also holds the NISM Mutual Fund Distributor Certification and the NISM Portfolio Management Certification, further underscoring his strong commitment to compliance, ethics, and professional excellence.

Driven by a deep passion for helping clients achieve meaningful life goals, Gobind believes in creating wealth journeys that are highly personalized, transparent, and measurable. His approach combines professional rigor with genuine care—making him a trusted partner for individuals and families committed to building, growing, and safeguarding their financial wellbeing.