Siddharth Shankaran, a second-generation Certified Financial Planner leading Aspire Financial Services for the past 6 years. He successfully transitioned from Hospitality to Personal Finance and is personally managing over 200 client portfolios.
Practice at a glance
8
Years of Experience
400
Families Served
₹350
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Siddharth.