Riya Singla

TEACHING & TRAINING EXPERIENCE
Independent Consultant — Finance Faculty, Master's Programmes (Spain & India) Mar. 2026 – Present
• Teaching finance to Master's programme students, simplifying investment concepts like valuation models, asset allocation, portfolio construction, alternative investments for real world implementation.
• Teaching CFA L1 students Equity Valuations and Derivatives.
Academic Assessor & Curriculum Contributor – 2026
• Serve as jury member evaluating investment reports submitted by Master's in Finance students at IE University, Spain.
• Reviewed and developed question banks for TCS iON's Wealth Management, General Finance, and Derivatives modules.
• Taught finance and economics to high school students, supporting final examination preparation.
Corporate Training & Mentorship – 2025
• Led training sessions on private equity, leverage, and derivatives products for 15 relationship managers at Centrum Wealth.
• Conducted training for 5 analysts and 2 service managers on offshore investment structures at Waterfield Advisors.
• Trained 50+ analysts across 3 Indian cities on product knowledge and regulatory compliance, and led onboarding sessions for aspiring relationship managers at Anand Rathi Wealth Services.
Community & Language Teaching – Present
• Teach introductory (A1-level) Spanish to women from the Indian diaspora in Madrid, supporting their language integration.

PROFESSIONAL EXPERIENCE
OVB | Independent Financial Consultant (Mar. 2026 – Present)
• Advising mass affluent clients from the Indian diaspora on pensions, insurance, and investment products, applying suitability assessment under Spain's regulatory framework.
Centrum Wealth | Partner (Apr. 2024 – Sep. 2025)
• Built and managed a network of business promoters and family offices, overseeing €15MN+ in assets with active asset allocation advisory across private equity, public equity, private debt, and bonds.
• Facilitated 2 private equity transactions in partnership with investment banking and institutional equity teams.
Waterfield Advisors | Assistant Vice President (May 2021 – Jan. 2024)
• Led end-to-end establishment of an offshore wealth management structure spanning India, Singapore, Mauritius, and the US.
• Managed client relationships with net worth exceeding €40MN, constructing and monitoring tailored portfolios across ETFs, mutual funds, private and public equity, private credit, and PMS.
• Used Bloomberg and other analytics platforms for product analysis and market view generation.
Anand Rathi Wealth Services | Senior Relationship Manager (Nov. 2016 – Feb. 2021)
• Promoted as the firm's youngest Senior Relationship Manager (2019).
• Created comprehensive financial roadmaps for 50+ families and developed 20+ Private Family Trusts.
• Managed end-to-end investment analysis and account opening requirements for clients.
Kotak Mahindra Bank | Deputy Manager – Fraud Detection (Jul. 2014 – Oct. 2016)
• Identified 100+ data leakage cases, coordinating remediation and disciplinary processes with IT, business, and HR leadership.