About
Your Personal Financial Planner for the Long Run.
I am a QPFP-qualified personal financial planner and AMFI-registered MF Distributor (ARN-357884) based in Gurgaon, serving clients across India and NRIs worldwide. With an MBA from S. P. Jain Institute of Management and Research and 20+ years of corporate experience, I've worked with engineers, doctors, founders and mid-career managers, building plans that move them steadily toward Financial Independence and a dignified retirement.
My approach is patient, evidence-based and refreshingly free of jargon. Goal-first recommendations, full disclosure at onboarding, and a plan you'll actually follow.
Inderpreet Singh
Certified to advise.
Held to the highest professional and regulatory standards.
- QPFPQualified Personal Finance Professional
- AMFIAMFI Registered MF Distributor (ARN-357884)
- NISMNISM Certified Investment Advisor L1
What I stand for
Three principles. No exceptions.
Goal first
AMFI-registered MF Distributor (ARN-357884). Recommendations are goal-first and fully disclosed at onboarding. No hidden charges, no product targets.
Long-horizon
Plans built for decades, not next quarter's market noise.
Educational
You'll understand every recommendation before you act on it.
How We Work
An integrated model. Not a product catalogue.
Most investors deal with a distributor for mutual funds, a separate agent for insurance, and no one for tax planning. SampadaSarathi brings all of it under one advisor who knows your complete financial picture. Every decision connects to every other decision.
Goal-Based Planning
Every engagement starts with what you are trying to achieve: retirement, FIRE, children's education, home purchase. Goals drive the portfolio, not a product or a recent return.
Open goal plannerMutual Fund Portfolio Construction
Core and satellite design across equity, debt, gold, and international funds. Sized to your risk profile and time horizon. Regular reviews against your original goals, not against last quarter's benchmark.
Read portfolio review guideInsurance Advisory
Term insurance sized using HLV method. Health cover structured as base plus super top-up. Motor insurance reviewed annually. All three under one IRDAI-licensed advisor with no conflict of interest between products.
View insurance hubNRI Structuring
NRE and NRO account guidance, DTAA awareness, India investment structuring for NRIs across UAE, USA, UK, Canada, Australia and Singapore. Tax filing handled by your CA, investment planning handled here.
View NRI servicesWeekly Market Outlook
Published every Monday. Six stories from the week with an investor lens on each. Not market tips, but context, implications, and what to do (or not do) about each development.
Read latest digestFinancial Education
32+ articles covering mutual funds, insurance, tax planning, NRI investing, and FIRE. Written for salaried professionals, not for financial professionals. You will understand every recommendation before you act on it.
Browse all articlesThe difference
You will always speak to the same person who knows your full situation.
Large wealth platforms assign relationship managers who change every two years and read your file before each call. SampadaSarathi is a one-person practice by design. Every goal, every insurance decision, every portfolio review goes through the same QPFP-qualified, AMFI-registered advisor who built the practice. No handoffs. No junior team. No model portfolios applied without context.
This is not a limitation. For clients who want one advisor who knows everything about their financial situation, it is the point.
Let's build your plan together.
One conversation is often enough to clarify a decade of confusion.
Book a consultation