Every Financial Service You Will Ever Need
Wealth management and insurance under one roof — no gaps.
Most investors work with 3–4 separate advisors and still have gaps. Singhal Consultancy Services covers wealth management and insurance under one roof — so your money, protection, and tax strategy work together.
Three Pillars
Wealth Management
MF · AIF · PMS · Bonds · Equity
Insurance Advisory
Term · Health · Motor · ULIP
Tax Advisory
ELSS · 54EC · SWP · Retirement
Pan-India · Jaipur-based · Est. 1999
₹40 Cr+
Assets Under
300+
Client Families
27 Yrs
Advisory Heritage
8
Specialists
₹40 Cr+
Assets Under Management
300+
Client Families
27 Yrs
Advisory Heritage
8
Specialists
Three Pillars of Your Financial Life
Wealth grows. Risks don't disappear. Taxes must be managed. All three need expert attention — and we handle all three.
Wealth Management
Grow & manage your portfolio
From your first SIP to a sophisticated AIF portfolio — science-driven fund selection, goal-based planning, and CA-backed optimisation across every stage of your investment life.
Explore Wealth Management →Insurance Advisory
Life & asset protection
Life's biggest financial risks — premature death, illness, accidents, asset loss — managed through Probus Insurance and NJ Insurance partnerships with 30+ leading insurers.
Explore Insurance Advisory →Tax Advisory
Tax-efficient investing & planning
Dinesh Singhal's CA background brings a tax lens to every investment decision. ELSS, 54EC bonds, SWP strategies, and retirement structuring — all designed to minimise your tax burden.
- ELSS Tax Saving (Section 80C)
- Capital Gains Planning & 54EC Bonds
- Tax-Efficient SWP Strategies
- Retirement Income Tax Planning
What You Actually Get
Six things every Singhal Consultancy Services client receives — regardless of portfolio size.
27-Year Track Record
Dinesh Singhal built this practice on trust since 1999. Manan Singhal extended it with CFP certification. You get both — heritage and modern expertise.
Goal-First, Product-Second
We start with your retirement date, your child's college year, your home target. Then we select the product. Never the reverse.
300+ Families Trust Us
From salaried professionals in Jaipur to business owners across Rajasthan — every client gets the same rigour regardless of portfolio size.
SEBI & IRDAI Regulated
AMFI-registered MFD, NISM-certified advisor, IRDAI-registered Insurance Advisor. Your money sits in regulated, audited vehicles — always.
CA-Backed Tax Efficiency
Dinesh Singhal's CA background means every investment recommendation is tested for tax impact before you sign. ELSS, 54EC bonds, SWP — optimised.
Real-Time Portfolio Access
Log into your investor portal anytime to see your complete holdings, NAV, returns, and transaction history across all products.
From First Meeting to Ongoing Wealth
Four steps. Zero jargon. A financial plan you can actually follow.
Discovery
We map your goals, liabilities, existing investments, tax bracket, and risk tolerance — before recommending anything.
Plan
A written plan: asset allocation, fund selection, insurance coverage gap, tax-saving opportunities. You approve before we execute.
Execute
SIPs, lumpsum deployment, insurance policies, bond purchases — all actioned in a single meeting. No chasing paperwork.
Review
Annual portfolio reviews, SIP step-ups tied to your salary increments, rebalancing when markets drift. Ongoing, not one-time.
One Firm for Every Financial Need
Stop stitching together advice from three different people. Get a complete picture from one team.
Single Advisory Relationship
One firm handles your SIPs, your term insurance, your AIF, your tax. No fragmented advice. No gaps in your financial picture.
CA + CFP Expertise in One Room
Dinesh Singhal's 27-year CA background and Manan Singhal's CFP certification work together. Tax-efficient wealth planning is what we do by default.
Powered by NJ Wealth Platform
India's largest MFD distribution infrastructure. 40+ AMCs, real-time tracking, robust execution — giving you institutional-grade access.
Jaipur-Based, Face-to-Face
Every client gets a dedicated advisor who sits across the table. In Jaipur or virtually — we never outsource your relationship.
Ready to Build Your Financial Future?
Book a free 30-minute consultation with Manan Singhal (CFP, NISM). Walk away with a clear picture of what you need and where to start.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.