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Nishchay Dhingra, Cfa, Cfp, Cwm® Email & Phone Number
Partner
at
Dhingra Wealth Services LLP
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Partner
Location
North Delhi, Delhi, India
Company size
Who is Nishchay Dhingra, Cfa, Cfp, Cwm®? Overview
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Quick answer
Nishchay Dhingra, Cfa, Cfp, Cwm® is listed as Partner at Dhingra Wealth Services LLP, a company with 2 employees, based in North Delhi, Delhi, India. AeroLeads shows a matched LinkedIn profile for Nishchay Dhingra, Cfa, Cfp, Cwm®.
Nishchay Dhingra, Cfa, Cfp, Cwm® previously worked as Financial Planner at Serengeti Ventures and Senior Associate at Moody'S Analytics Knowledge Services. Nishchay Dhingra, Cfa, Cfp, Cwm® holds Finance, General from Cfa Institute.
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Email format at Dhingra Wealth Services LLP
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Dhingra Wealth Services LLP
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Profile bio
About Nishchay Dhingra, Cfa, Cfp, Cwm®
As an investment advisor with 8 years of experience and professional qualifications such as CFA, CFP, and CWM, I have a proven track record of providing expert financial advice to clients. My expertise in investment analysis, portfolio management, and risk assessment allows me to develop customised investment strategies that align with my clients' financial goals. With a strong commitment to ethical and transparent practices, I strive to build long-lasting relationships with my clients.
Listed skills include Financial Analysis, Finance, Portfolio Management, Corporate Finance, and 17 others.
Current workplace
Nishchay Dhingra, Cfa, Cfp, Cwm®'s current company
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Dhingra Wealth Services Llp
Employees
2
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5 roles
Nishchay Dhingra, Cfa, Cfp, Cwm® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Serengeti Ventures
- Managing HNI clients on the advisory model.
- Creating comprehensive financial plans that meet clients' goals andobjectives while minimizing risks
- Regular portfolio reviews and implementing strategies based on assetallocation.
- Skilled in relationship management and growing business throughsuccessful client referrals.
- Developed retirement income strategies that projected and maximizedincome for the duration of retirement
Sep 2018 - Aug 2023
Senior Associate
- Working in the Corporate and Consulting Practice (CCP) Team at MAKS, a subsidiary of Moody’s Corporation
- Working for a Private Equity Fund of Fund (PE-FoF) client based in the United States
- Preparing Preliminary Information Memorandum (PIM) for client’s prospective investments in Real Assets. Primary sectors of investment include Oil and Natural Gas, Metals and Minerals, Agriculture and Timber.
- Analyzing the core strategy of a Private Equity fund describing fund size, target geography, target sector, value creation strategy of a fund including micro level details and the exit opportunities
- Understanding the dynamics of private equity, fund of fund value chain, operating structure and terminology
- Monitoring and updating portfolios on cloud based database – Salesforce.
Dec 2016 - Aug 2018
Analyst
Nucleus Partners® is a specialised financial advisory firm for start-ups / mid staged businesses. We work closely with entrepreneurs in achieving their growth plans by arranging funds from Private Equity (PE) and/or Venture Capitalists (VC) and/or HNIs, and acquiring new companies.We are a sector and stage agnostic advisory firm, specializing in preparing.
Sep 2016 - Nov 2016
Senior Analyst - Wealth Management Team
Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities. Providing multi family office services wherein it supports the complex needs of a specific family and provide personalized services.Capabilities include investment advisory, risk management, financial reporting.
Sep 2014 - Nov 2015
3 education records
Nishchay Dhingra, Cfa, Cfp, Cwm® education
Finance, General
Cfa Institute
Bachelor’S Degree, Banking, Corporate, Finance, And Securities Law, 1St Divison
Higher Education/Higher Education Administration
Goodley Public School, Delhi
FAQ
Frequently asked questions about Nishchay Dhingra, Cfa, Cfp, Cwm®
Quick answers generated from the profile data available on this page.
What company does Nishchay Dhingra, Cfa, Cfp, Cwm® work for?
Nishchay Dhingra, Cfa, Cfp, Cwm® works for Dhingra Wealth Services LLP.
What is Nishchay Dhingra, Cfa, Cfp, Cwm®'s role at Dhingra Wealth Services LLP?
Nishchay Dhingra, Cfa, Cfp, Cwm® is listed as Partner at Dhingra Wealth Services LLP.
Where is Nishchay Dhingra, Cfa, Cfp, Cwm® based?
Nishchay Dhingra, Cfa, Cfp, Cwm® is based in North Delhi, Delhi, India while working with Dhingra Wealth Services LLP.
What companies has Nishchay Dhingra, Cfa, Cfp, Cwm® worked for?
Nishchay Dhingra, Cfa, Cfp, Cwm® has worked for Dhingra Wealth Services Llp, Serengeti Ventures, Moody'S Analytics Knowledge Services, Nucleus Partners - Fundraising, and Alpha Capital - India.
How can I contact Nishchay Dhingra, Cfa, Cfp, Cwm®?
You can use AeroLeads to view verified contact signals for Nishchay Dhingra, Cfa, Cfp, Cwm® at Dhingra Wealth Services LLP, including work email, phone, and LinkedIn data when available.
What schools did Nishchay Dhingra, Cfa, Cfp, Cwm® attend?
Nishchay Dhingra, Cfa, Cfp, Cwm® holds Finance, General from Cfa Institute.
What skills is Nishchay Dhingra, Cfa, Cfp, Cwm® known for?
Nishchay Dhingra, Cfa, Cfp, Cwm® is listed with skills including Financial Analysis, Finance, Portfolio Management, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, and Financial Accounting.
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