About Me
"Siddhanam Capital is a one step solution for all your investment consulting needs under the sun. We rely on new age technology to serve our clients in India and Globally across 20+ countries and distribute financial products as per their suitability, risk profile & in line with their financial plan to achieve one's financial goals. Risk-Management & Asset- Allocation are our key expertise which are key factors for achieving ones goal. Our Founder, CEO is a MBA from India's Finest Education Institution and a CFP - Certified Financial Planner accredited by FPSB, USA"
About Work Experience
Hi, I am Apurva Singhi, recognised by FPSB as a CFP (Certified Financial Planner).
Professionally I run a company Siddhanam Capital which is AMFI Mutual Fund Registered Distribution Company, however not only limited to that we also advise on other distribution products like PMS, Bonds, Global Equity and many other by leveraging the power of technology and AI.
My Platform offers a free Do-it-yourself Financial Planning for those who doesnt deal with an advisor. Here you can plan each goals entirely for your life. Once done, we offer the best execution solutions from the bouquet of world's best distribution products which will help you make a stride towards your financial goals.
I am a self-starter who has made immense strides in his career at a very young age. After graduating from St Xavier’s college, Ahmedabad, I went to ICFAI Business School, Hyderabad, India for my post-graduate degree in MBA.
Prior to founding Siddhanam Capital, I have worked with three private banks for 10+ years catering to HNI & uHNI clients with their financial management. I hold more than 25000+ hours of rich experince of working as a financial advisor representing the bank.
For me, the learning never stops, whether it is through experiences gained while on the job or by furthering my education. Towards this I have completed my CFP (Certified Financial Planner), FPSB, USA in 2017 which is a globally recognised professional degree for financial advisory business.
I have also received EPAT (Executive Program in Algorithmic Trading) degree, a global program conducted by prestigious QuantInsti. Here I have learnt Quantitative, Algorithmic and Artificial Intelligence domains of financial management.
I understands the value of mentoring and enjoys spending time with budding entrepreneurs and start-ups, sharing ideas and insights with eager minds.
My other area of interests lies in exploring history and experiencing Spirituality. I also invest time in exploring new technologies & researching how can these new technologies like Artificial Intelligence and Blockchain will define our world for good.
If you want to talk more about finance or any other thing that interest you in my profile, hit me up or just email me : apurva.singhi@siddhanamcapital.com
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Share Trading & Demat
Will Writing Services
Technical & Research Analysis