Sunaina Singh

Results-driven Investment & Wealth Advisory professional with over 6 years of experience in managing HNI and UHNI client relationships, executing trades, and providing strategic investment advice across a broad spectrum of financial products including equities, mutual funds, PMS, NCDs, and insurance. Proven track record of building and nurturing high-value client portfolios, driving new acquisitions, reactivating dormant accounts, and delivering personalized wealth management solutions. Adept at risk profiling, cross-selling third-party products, and leveraging both online platforms and in-person engagement to enhance client satisfaction and portfolio performance. Committed to delivering client-centric financial strategies aligned with long-term wealth creation goals.