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Ankita Singh — Vice President · IME Capital · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I’m Ankita, Wealth Management Specialist at IME Capital, a research‑driven wealth management firm that brings institutional‑style investing to individuals, retirees, corporate treasuries and family offices. With 12+ years of experience, I’ve helped clients move from scattered, product‑led portfolios to clear, goal‑aligned strategies backed by written mandates, sensible asset allocation and structured reviews.
For individuals and retirees - I focus on turning life goals into actionable plans, designing portfolios that are tax‑efficient, inflation‑aware and built to provide the right mix of growth, income and liquidity. For business owners and corporate treasuries - I help deploy surplus funds with defined risk controls and smarter alternatives to traditional low‑yield parking.
My philosophy is simple: clients should always know why they own what they own, what role each investment plays, and when action is truly needed. If you’re looking for a structured second opinion or a more process‑driven way to manage your wealth, feel free to connect or message me here.
Experience
Vice PresidentCurrent
IME Capital · Bengaluru, Karnataka, India
Jun 2024 – Present
- Specialize in delivering bespoke wealth management solutions tailored to investors, corporate treasuries, and family offices - Diverse Product Offerings – Advising on a broad range of investment avenues, including Mutual Funds, PMS, AIFs, and Global Investments, ensuring a well-rounded approach to wealth creation -Utilizing a robust Research Management Solution (RMS) to provide data-backed recommendations, optimizing investment decisions for long-term value - Crafting personalized financial plans that integrate short-term liquidity needs with long-term wealth- building strategies - Fostering strong relationships through proactive portfolio reviews, market insights, and continuous engagement
Senior Relationship Manager - NRI services
HDFC securities · India
Sep 2023 – Apr 2024
- Managed high net worth NRI accounts with a total AUM of more than $20 million across APAC and EMEA Region. - Client onboarding and training - Advised and assisted clients on different product offerings (Equity, PMS, AIF, Mutual Funds, Insurance) - Developed and implemented strategies to control client churn and maximise retention rates.
Education
Skills
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