The Advisor - Portfolio Management Schemes Advisor in Deshpande Nagar, Hubli

The Advisor - Portfolio Management Schemes Distributors

Member since May 5, 2017

9767619619

siddharth.madiman@theadvisor.in

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About Me

We are one of the finest wealth management firms based at Hubli, offering investment advisory services to niche clientele which include HNIs, NRIs, corporates, trusts, and HUF entities, in the cities of Hubli, Belgaum, Pune, and Bangalore. Our product line include Financial Planning, Tax Planning, Corporate Fixed deposits in partnership with HDFC Bank and Bajaj Finance Ltd., and general insurance in partnership with HDFC Ergo. We also source mutual funds through our sister concern, Shaard Mutual Fund Distributors.

About Work Experience

Siddharth is a graduate in business management from Mangalore University, specializing in Marketing and Finance. He later completed his MBA in Marketing from MIT School of Management, Pune in 2002. His other qualifications are, 1.Certified by the Association of mutual funds in India (AMFI) since 2006. 2. Completed his Continuing Professional Education (CPE) course in 20220. 3. Certified in Market orientation program and financial planning by the ABN Amro Academy in 2005. 4. Certified in the Fundamentals of Digital Marketing by Google in 2020. 5. Many certifications as part of the Micro Masters program, from the Indian Institute of Management, Bangalore in 2020. 6. Certification in Real Estate Management (Commercial) by Udemy. 7. Completed certification as a Financial Goal Planner (Advanced Level) from NSE in 2023. 8. Certified Practicing Goal Planner- Advanced Level by HSBC Mutual Fund in 2023. He has a total work experience of over 22 years. He began his career with Tata Asset Management Ltd. and has worked with banks such as HDFC Bank Private Banking Group, ABN Amro Bank NV, Citibank N.A, Standard Chartered Bank, and in a Private Banking firm, Allegro Capital Advisor Pvt. Ltd at Pune. At The Advisor, Siddharth is primarily responsible for the overall functioning of the firm including, policy-making, compliance, marketing and brand awareness, portfolio management, operations, client engagement and interactions, investor service, and research. He is also an experienced trainer and previously has actively engaged in workshops and training programs for corporate employees and clients, in subjects associated with wealth management and investments.

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