Open to opportunities

Om Singla

@omsingla

Message

Wealth management and investment research professional who builds valuation-driven portfolios for HNI clients.

India

Message

What I'm looking for

I’m looking to grow in a wealth or asset management environment where I can lead client advisory, portfolio strategy, and investment research—using valuation, risk metrics, and market tracking to deliver data-driven, long-term value.

I’m a finance professional with nearly 1 year of experience in Wealth Management and Investment Portfolio Management, combining portfolio construction, capital markets insight, and alternative investment exposure across equities, debt, PMS, and AIF products for the HNI/UHNI segment. I’m SEBI-certified and rely on rigorous risk profiling and portfolio diagnostics to drive better outcomes.

At ICICI Bank, I managed and analyzed a ₹200+ crore HNI/UHNI portfolio, using financial analysis and asset allocation frameworks to enhance portfolio performance and risk-adjusted returns. I also conduct performance reviews using Sharpe, Treynor, and Jensen’s Alpha, while tracking market developments to identify investment opportunities and concentration risks.

My edge is turning research into decisions: I’ve built DCF and relative valuation models, contributed to equity research and market tracking that delivered 20%+ annual portfolio returns in an institutional student fund, and supported deal evaluation, fundraising mandates, and investor discussions through detailed valuation work. I enjoy consultative client advisory and integrated wealth solutions that align investments with financial goals.

Experience

Work history, roles, and key accomplishments

Current

Private Banker

Current

ICICI Bank

Jun 2025 - Present (11 months)

Managed and analyzed a ₹200+ crore HNI/UHNI portfolio across equities, fixed income, PMS, and AIF, using risk profiling and asset allocation to improve portfolio performance and risk-adjusted returns. Conducted portfolio diagnostics and performance reviews (Sharpe, Treynor, Jensen’s Alpha) and performed market and sector research to support diversification and rebalancing decisions.

Wealth Management HNI Client Advisory Asset Allocation Equity Research

Financial Analyst Intern

Bright Bridge Advisors LLP

Apr 2024 - Aug 2024 (4 months)

Built DCF and valuation models to support M&A and fundraising transactions, contributing to deal evaluation for a ₹50 crore investment. Produced enterprise valuation for an EV mobility project (estimated ₹250 crore) and supported fundraising modeling (₹5 crore) and due diligence across companies with a combined ₹23 crore revenue.

Financial Modeling DCF Valuations Valuation Investment Research M&A Financial Due Diligence Excel