Bipin Kumar Singh comes with 17+ years of successful investment banking experience of adding value to customers' portfolios, and acting as their protector and personal knowledge center when it comes to wealth management.
As co-founder of Wealth Insight, a financial services and venture capital organization, he helps individuals in mapping out a secure financial future.
We as a Family Office cum Wealth Management firm, work closely alongside promoters and patriarchs of business families acting as their gatekeeper and personal knowledge center. Bipin works on providing tailor-made solutions and helps promoters of firms in raising funds. He specializes in empowering businesses, promoters, and executives at all management levels in making informed decisions for driving growth. He offers guidance on managing personal financial assets, establishing clear boundaries to safeguard family wealth from business uncertainties, and developing thorough estate and succession plans.
Our mission is to ensure sustained prosperity and financial security of our clients and their future generations, while they focus on navigating the complexities of their businesses in a worry-free manner.
Dipen is the driving force of the company having more than 33 years of experience in the industry at various senior positions. He has worked in Manufacturing, FMCG, Software and Service industry, and the last 20 years in Indian Capital Markets. His last assignment was with Religare Securities Ltd. as a Vice President. Dipen has diverse experience in the advisory, structuring and Syndication of Debt & Equity Funds. In the last 15 years, Dipen has successfully completed Syndication (Debt & Equity) of more than Rs. 500.00 Crores. He also manages Operations, Accounts & Finance and Investment Banking, which is the main force to drive company's success.
Dr. Rohan Bhate is co-founder of RB Wealth insight P Ltd better known as Wealth Insight. He has completed his PHD research into Alternative investments.. He is an MBA from MSRIM Bangalore and has done his B Tech - computers from National institute of technology - NIT Surat. He has worked with various multinational companies and banks before starting Wealth Insight in 2009. Wealth Insight is currently one of the fastest growing investment advisory firms in Bangalore. As a young entrepreneur he likes playing soccer and focuses on right physical and mental balance.
Investment banking, Portfolio management, Risk management, Training & Development with various corporate and business schools.
With the ever-changing landscape of investment advisory in India, Rohan has developed skills in wealth management, asset allocation, private equity investments and venture capital financing. He has been instrumental in designing and incubating radical concepts which cater to a very niche and matured clientele. His experience and knowledge get acknowledged not only in India but also in multiple other geographies. He likes to inculcate strong values while working with investors and mentors and loves to share the same with startups to help them achieve their growth objective. He has worked in consulting roles across various market players and assisted them in maneuvering difficult times. He is a perfect partner and his willingness to learn and unlearn keeps him growing along with his investors.
I have been working with Wealth insight for more than 4 years - i started off with the objective of primarily consolidating my portfolio- slowly i started investing conservatively till I was fully comfortable with their modus operandi . Today they handle my entire portfolio . For me the game changer was the transparency , promptness and the professionalism of the entire team and Rohan . Now they are like my extended family all major decision are taken with their prior consultation.
As doctors we were pretty clueless about investments and never looked beyond bank fixed deposits. Wealth Insight was recommended to us by a close friend and thanks to Rohan it has been a very pleasant experience. What we particularly like is his patience to put up with our ignorance regarding investments and explain things in detail. He has also ensured that meetings happen on regular intervals and allowed us the time to think things through, never rushing anything. All relationships, even those that are purely financial are based on trust. With Wealth Insight we have been fortunate to have found a firm that we can trust and have disciplined and systematic investment mechanism to reach our life goals.
Trust. Expertise. Efficiency. These are the three things an investor would look for in a Personal Investment Management partner. In my association with RB Wealth Insights, these are exactly what I have seen brought to bear. I also appreciate the collaborative approach to the engagement - balancing advice given v/s seeking for inputs from my perspective. I would recommend RB Wealth Insights unequivocally.
I am incredibly grateful for the exceptional portfolio management services provided by Wealth Insight and Dr. Rohan Bhate, the Co-founder. Their meticulous approach to wealth management has truly transformed my financial journey. Their ability to tailor strategies according to my risk tolerance and financial goals has been remarkable. Their insights into market trends and asset allocation have consistently yielded impressive returns. I have found their transparency and commitment to client education truly commendable, always ensuring I understand every aspect of my portfolio. With their guidance, I've achieved financial milestones I once deemed distant. Without a doubt, Wealth Insight and Dr. Rohan Bhate have my utmost trust and highest recommendation for anyone seeking top-notch wealth management expertise."
I am delighted to share my experience with Wealth Insight, a distinguished wealth management firm in Bangalore. Their portfolio management practices are truly exceptional, combining a deep understanding of market trends with a personalized approach. The team's meticulous research and insightful strategies have consistently led to outstanding results. Their commitment to risk management while seeking growth opportunities has instilled confidence in my investments. The transparency and clear communication from Wealth Insight have provided me with a sense of security and trust in their services. With their expert guidance, I have witnessed a well-balanced portfolio that aligns perfectly with my financial goals. I highly recommend Wealth Insight to anyone seeking a comprehensive and effective wealth management solution."