About
Your personal CFO for the long run.
I'm an AMFI-registered MF Distributor with QPFP certification 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.
A portfolio built on conviction, not noise.
Managing a self-directed equity portfolio benchmarked against Nifty 50 since 2017 — with a concentrated, thesis-driven approach and consistent outperformance across market cycles. The same discipline and rigour goes into every client engagement.
Portfolio performance cited is personal, not client returns. Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Let's build your plan together.
One conversation is often enough to clarify a decade of confusion.
Book a consultation