FideloWealth

About Us

Uday Pratap Singh

Director, FideloWealth Private Limited

With over 15 years of experience in personal finance, Uday has guided 700+ clients in building and protecting their wealth. A certified CFP® and QPFP®, he specializes in comprehensive financial planning, wealth management, and risk solutions.

Formerly the founder of Investor Pathway Financial Services, Uday now leads FideloWealth with a client-first approach, combining ethics, expertise, and trust. His mission is to simplify finances and help individuals, families, and business owners achieve financial freedom.

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Ujjwal Kumar

Relationship Manager

Working with FideloWealth for four years, Ujjwal Kumar brings deep expertise in capital markets and derivatives, along with strong proficiency in technical chart analysis. As a Certified Financial Planner, Ujjwal develops comprehensive financial plans that address every aspect of clients' personal finance and focuses on delivering truly customized solutions.

In the role of Relationship Manager, Ujjwal is dedicated to managing client relations, building trust, and maintaining long-lasting relationships built on tailored financial advice and attentive service.

Joel Herbert

Head of Sales - North & Central

With over 19 years of expertise in strategic planning, business development, and client relations, Joel Herbert joins FideloWealth to lead its sales initiatives. His extensive experience in driving profitability and building lasting client partnerships across diverse sectors is a significant asset to the firm.

At FideloWealth, Joel is committed to leveraging his strategic acumen to expand the company’s reach and contribute to its mission of helping clients achieve their financial goals with ethics and expertise.

Manfred Philip Pereira

Head of Sales - South

Manfred is heading Sales at FideloWealth, bringing over two decades of solution development and partnership management experience from leading overseas companies. Renowned for his effectiveness as a communicator, he excels at building trust and delivering tailor-made solutions to best meet each client’s needs. Manfred is committed to providing attentive, personalized service, ensuring every client feels valued as they pursue their financial goals with FideloWealth.

Prince B Thoppil

Operational Head

Prince has been part of FideloWealth’s growth journey since March 2022, witnessing its transformation from Investor Pathway to FideloWealth Private Limited. An MBA graduate and Certified Graphic Designer, he combines operational expertise with creative insight.

At FideloWealth, Prince oversees core operations and client relationships, ensuring efficiency, consistency, and a strong brand presence across all platforms. His commitment to excellence and innovation continues to support the firm’s mission of ethical and impactful financial growth.