Simran Arora

Consultant / Advisor at

Nicola Wealth Management Ltd. (Private Equity)

Finance

Consumer Services

Profile

Simran Arora is a Wealth Advisor/Portfolio Manager at Nicola Wealth Management Ltd. He previously worked as a Consultant at Investors Group, Inc. from 2010 to 2013, a Financial Planner at TD Wealth Management Services, Inc. (Canada) from 2013 to 2015, and a Portfolio Manager at MD Financial Management, Inc. from 2015 to 2023.
He received his undergraduate degree from Panjab University Chandigarh in 2009.

Simran Arora active positions

Companies	Position	Start
Nicola Wealth Management Ltd. (Private Equity) Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments.	Consultant / Advisor	01/01/2023

All active positions of Simran Arora

Former positions of Simran Arora

Companies	Position	End
MD Financial Management, Inc. MD Financial Management, Inc. Investment ManagersFinance MD employs time-tested models to develop forward-looking asset allocation strategies and diversified mandates aligned with client’s goals to find their ideal balance between risk and return. The firm utilizes both active managers and passive strategies.	Consultant / Advisor	01/11/2017
TD Wealth Management Services, Inc. (Canada) TD Wealth Management Services, Inc. (Canada) Investment ManagersFinance Provides wealth management services	Consultant / Advisor	01/05/2015
Investors Group, Inc. Investors Group, Inc. Investment ManagersFinance Provides financial planning services	Consultant / Advisor	01/01/2013

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Training of Simran Arora

Experiences
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Linked companies

Private companies	5
Panjab University Chandigarh Panjab University Chandigarh Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Investors Group, Inc. Investors Group, Inc. Investment ManagersFinance Provides financial planning services	Finance
MD Financial Management, Inc. MD Financial Management, Inc. Investment ManagersFinance MD employs time-tested models to develop forward-looking asset allocation strategies and diversified mandates aligned with client’s goals to find their ideal balance between risk and return. The firm utilizes both active managers and passive strategies.	Finance
Nicola Wealth Management Ltd. (Private Equity) Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments.	Finance
TD Wealth Management Services, Inc. (Canada) TD Wealth Management Services, Inc. (Canada) Investment ManagersFinance Provides wealth management services	Finance