Amit Singh

Senior wealth management and investment banking professional with leadership experience. Alongside my full-time leadership roles, I continue to advise clients through leading wealth management platforms, maintaining empanelment as an Independent Financial Advisor (IFA) with Motilal Oswal, IIFL Wealth, TCG, and Nuvama. This enables me to provide broader investment solutions while maintaining long-term client relationships. A significant focus of my career has been advising Ultra High Net Worth Individuals (UHNIs), family offices, founders, and financial institutions. I have built a reputation for opening relationships with hard-to-access decision-makers and creating opportunities in complex markets. My work spans AI, wealth management, and investment banking. I advise banks and financial institutions on AI-powered CRM, investment research, and deal management platforms—from business requirements and vendor evaluation to platform selection and implementation. I have worked with Hebbia AI and HubSpot to improve client relationship management, deal origination, workflow automation, and productivity. As an independent investment banker and strategic advisor, I work with founders, investors, and family offices on capital raising, M&A, strategic partnerships, cross-border expansion, and market entry while helping organizations integrate AI into financial services. I collaborate on strategic engagements involving McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, KKR, and Blackstone across AI, banking, wealth management, investment banking, private equity, CRM, and digital transformation. I also advise clients across North America, Europe, the Middle East, and Asia, including AI companies in Amsterdam and Singapore. Over my career, I have completed 100+ engagements across AI, wealth management, investment banking, M&A, private equity, digital transformation, and go-to-market strategy. I mentor founders by identifying growth constraints, refining business models, strengthening product-market fit, enhancing go-to-market strategies, and translating strategy into execution. I have served on advisory boards and participated as a delegate at RISE Alpha Summit (Hong Kong), Impact AI Summit, ABF Corporate & Investment Banking Awards, InvestPro UAE, InvestPro Poland, and Quadrant Strategies, while engaging with the global startup ecosystem through Y Combinator founder communities.