Jasvinder Singh — AMFI & IRS Registered
Financial Advisor, Kurukshetra
India’s capital markets. America’s tax code.
Most advisors know one. Jasvinder Singh is registered in both.
Meet the Founder
Jasvinder Singh
AMFI Registered Mutual Fund Advisor • IRS Registered Tax Preparer
ARN-344268 | PTIN P03472019 | MBA Finance
I built NovaRock because I saw a gap nobody was filling. Indian investors were losing wealth not from bad investments, but from poor tax decisions made by advisors who didn’t understand tax — and tax professionals who didn’t understand markets. I chose to become both.
After completing my MBA in Finance, I registered as an AMFI Mutual Fund Advisor (ARN-344268) and then went further — obtaining an IRS Preparer Tax Identification Number (PTIN P03472019) from the United States Internal Revenue Service. This makes me one of the very few advisors in Haryana — and among a handful in India — qualified to manage both your Indian portfolio and your US tax obligations under one roof.
My clients are salaried professionals, business owners, and NRIs in the US who want one trusted advisor, not three. If you’ve ever felt that your CA doesn’t understand your investments, or your advisor doesn’t understand your taxes — that is exactly the problem I solve.
“It’s not just about how much you make. It’s about how much you keep.”
— Jasvinder Singh, Founder
Professional Credentials
AMFI Registration Certificate
US Tax Credential
IRS Preparer Tax Identification Number
Why Choose Us
Our Commitment to You
We build long-term relationships based on trust, transparency, and consistent results.
Dual-Domain Expertise
AMFI-registered for India’s markets. IRS-registered for US tax. The only combination that covers the full picture for NRIs and returning Indians.
Post-Tax Alpha Focus
We measure success in net post-tax wealth, not gross returns. Every recommendation is evaluated for its tax efficiency before it reaches your portfolio.
Long-Term Focus
We focus on sustainable wealth creation through disciplined, research-backed investment strategies calibrated to your life stage and goals.
Direct Access
No call centres. No junior relationship managers. You speak directly with Jasvinder — on WhatsApp, on call, or in person in Kurukshetra.
Radical Transparency
Complete transparency in fees, commissions, and investment recommendations. No hidden charges, no product-pushing — ever.
SEBI & IRS Compliant
Operating under the regulatory standards of both AMFI India and the US Internal Revenue Service — two of the world’s most rigorous financial regulators.
Our Process
How We Work With You
A structured, four-stage process — from first conversation to long-term stewardship.
Diagnostic & Tax Profiling
We begin by mapping your full financial picture — income, existing portfolio, tax regime, and (for NRIs) your US filing obligations. Most advisors skip the tax step. We start with it.
Wealth Architecture
Based on your profile, we design a customised asset allocation strategy with specific fund recommendations — optimised for your tax position, not just your risk appetite.
Implementation
We assist you in executing the investment plan with complete documentation. For NRI clients, we coordinate India investments and US tax filings simultaneously.
Annual Oversight & Tax Harvest
Annual portfolio reviews, tactical rebalancing, LTCG harvest planning before 31 March, and ITR/FBAR deadline reminders. Ongoing stewardship, not one-time advice.
Let’s Architect Your Wealth Together
Start with a 30-minute strategy conversation. No products. No pressure. Just clarity.
Schedule a Private Briefing WhatsApp Jasvinder