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Nishchay Dhingra, CFA, CFP, CWM® — Founder · Dhingra Wealth Services LLP · North Delhi, Delhi, India.
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About
As the founder of Dhingra Wealth Services LLP, I help individuals and families unlock financial freedom through personalised, goal-driven wealth strategies. I believe lasting financial success comes from building strong relationships and offering advice that truly aligns with what matters most to my clients.
By combining sound financial planning principles with a client-first mindset, we empower people to make confident, informed decisions about their future — whether it’s retirement, a child’s education, or generational wealth. I work closely with high-net-worth individuals to ensure their money supports not just their lifestyles — but their legacies.
When I'm not guiding clients through market moves or mentoring my growing team, you might find me bowling medium-fast deliveries on the cricket field, running a 10K, or spending time with my family.
💬 Always open to connect, collaborate, or chat about creating impact through better financial decisions.
Experience
FounderCurrent
Dhingra Wealth Services LLP
Sep 2023 – Present
Financial Planner
Serengeti Ventures · Gurgaon, India
Sep 2018 – Aug 2023
• Managing HNI clients on the advisory model. • Creating comprehensive financial plans that meet clients' goals and objectives while minimizing risks • Regular portfolio reviews and implementing strategies based on asset allocation. • Skilled in relationship management and growing business through successful client referrals. • Developed retirement income strategies that projected and maximized income for the duration of retirement
Education
Skills
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