Our Story
Who We Are
We founded Arthsiddhi Financial with one conviction: that every individual and family deserves expert, unbiased financial guidance — not just the wealthy few.
Over 15 years, we have built a practice grounded in honesty, technical depth, and genuine care for the people we serve. We are not a large institution. We are a focused team of advisors who know our clients by name, understand their families, and carry their goals with us every day.
Our work spans investment management, life and health insurance structuring, and comprehensive financial planning — all under one roof, tailored to you.
The Team
Founder & Lead Advisor
CFP® certified with 15+ years in wealth management. Formerly with a leading private bank. Passionate about making financial planning accessible.
Insurance & Risk Specialist
IRDAI certified advisor with expertise in structuring life, health, and critical illness policies. Simplifies complex insurance decisions.
Portfolio Analyst
MBA Finance, with experience in equity research and mutual fund analytics. Keeps client portfolios performance-focused and risk-calibrated.
Credentials & Licences
Registered Mutual Fund Distributor (ARN Holder)
Licensed Insurance Advisor — Life & General
Certified Financial Planner designation
NISM Series-V-A & Series-VIII Certified