B.Com, M.B.A. (Fin.)

A Master in Business Administration, Siddhesh comes from the Finance background and has a sound business acumen. He has spent more than 15 years in finance and accounts division of large organisation helping them not only advising on finance and taxation but also leveraging their fund requirements and utlisation at optimum level.

Siddhesh is investment enthusiastic and continuously involved in learning and guiding his clients in various investment areas. He follows the capital and mutual fund market on a daily basis and updates their clients so as to change the investment methodology.

Due to the taxation background, Siddhesh is able to guide his clients not from various investment avenues but also opt the best investment routes considering their risk appetite and taxation aspects.

Siddhesh is AMFI certified Mutual Fund Distributor and also guides his clients from Mutual Funds and SIP stand point. Siddhesh is authorized life insurance agent from Life Insurance Corporation of India and suggest the best possible policy for his clients to safeguard client’s interest.

Siddhesh is good team player and very adaptive in any given moment.

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