Palwinder Singh Virk . — Operations Associate

I am an AMFI-registered Mutual Fund Distributor and SIF Distributor with a strong foundation in financial markets and wealth management. With multiple certifications from NISM (Equity Derivatives, Mutual Fund Distribution, and Common Derivatives), I specialize in helping investors build disciplined, goal-based investment strategies. I have further enhanced my expertise through the Certified Wealth Management Program, focusing on asset allocation, portfolio construction, and investor psychology. With a background of service discipline (Ex-Air Force), I bring integrity, consistency, and long-term commitment to my clients’ financial journeys. 🔹 Expertise: • Mutual Fund Investments (SIP & Lump Sum) • Portfolio Review & Asset Allocation • Retirement & Goal-Based Planning • Risk Management & Investor Behavior 🔹 Certifications: • NISM Series V-A (Mutual Fund Distributor) • NISM Series VIII (Equity Derivatives) • NISM Series XIII (Common Derivatives) • Certified Wealth Management Program (ZFunds) I believe in one simple philosophy: 👉 “Wealth is created through discipline, patience, and proper asset allocation.” Let’s connect to build your financial future with confidence.

Stackforce AI infers this person is a Financial Services professional specializing in wealth management and investment advisory.

Location: Chandigarh, India

Experience: 4 yrs 3 mos