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Siddharth Shankaran | Aspire Financial Services  | ThaneSiddharth Shankaran | Aspire Financial Services  | Thane

Siddharth Shankaran

Aspire Financial Services •Thane
301, *Third Floor*, A 80, Rd Number 16, Wagle Estate, Nehru Nagar, Wagle Industrial Estate, Thane West, Thane, Maharashtra 400604,
Thane, 400604
301, *Third Floor*, A 80, Rd Number 16, Wagle Estate, Nehru Nagar, Wagle Industrial Estate, Thane West, Thane, Maharashtra 400604, Thane, 400604
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About

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.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review