Apurva Singhi | SpeakerHub

Personal Details

Bio

Hi, I am Apurva Singhi, recognized by FPSB as a CFP (Certified Financial Planner).

Professionally I run a company Siddhanam Capital which is AMFI Mutual Fund Registered Distribution Company, however not only limited to that we also advise on other distribution products like PMS, Bonds, Global Equity and many other by leveraging the power of technology and AI.

After graduating from St Xavier’s college, Ahmedabad, I went to ICFAI Business School, Hyderabad, India for my post-graduate degree in MBA. Prior to founding Siddhanam Capital, I have worked with three private banks for 10+ years catering to HNI & uHNI clients with their financial management. I hold more than 25000+ hours of rich experience of working as a financial advisor representing the bank.

For me, the learning never stops, whether it is through experiences gained while on the job or by furthering my education. Towards this I have completed my CFP (Certified Financial Planner), FPSB, USA in 2017 which is a globally recognized professional degree for financial advisory business.

I have also received EPAT (Executive Program in Algorithmic Trading) degree, a global program conducted by prestigious QuantInsti. Here I have learnt Quantitative, Algorithmic and Artificial Intelligence domains of financial management.

I understands the value of mentoring and enjoys spending time with budding entrepreneurs and start-ups, sharing ideas and insights with eager minds.

My other area of interests lies in exploring history and experiencing Spirituality. I also invest time in exploring new technologies & researching how can these new technologies like Artificial Intelligence and Blockchain will define our world for good.

If you want to talk more about finance or any other thing that interest you in my profile, hit me up or just email me : apurva.singhi@siddhanamcapital.com

Current position (1)

CEO

Siddhanam Capital

Degrees (1)

MBA

IBS Hyderabad

2009 to 2011

Presentations

Presentations (10)

Asset classes and allocation.

There are various types of assets, we will cover the various asset classes available for investment, such as stocks, bonds, real estate, and commodities, and discuss strategies for allocating your investments across these classes to achieve diversification and balance in your portfolio.

Financial Planning

In this presentation, we will explore the importance of financial planning and how it helps individuals and families achieve their financial goals. We will cover topics such as budgeting, saving, investing, insurance, and retirement planning.

Kid's PPT

This engaging presentation is designed for children and will introduce them to basic financial concepts in a fun and interactive way. Topics covered will include saving money, setting goals, budgeting, and the importance of financial responsibility.

My first crore

In this presentation as we guide you through the journey of achieving your first crore (ten million) in wealth. We will discuss strategies for saving, investing, and growing your money, along with tips for financial discipline and long-term wealth creation.

Mission 10 crorepati

Are you ready to become a crorepati (millionaire)? In this presentation, we will share a mission-focused approach to wealth creation, providing insights into investment opportunities, risk management, and building a financial roadmap to reach the milestone of ten crore (one hundred million) rupees.

Wealth creation

Discover the key principles and strategies for creating long-term wealth in this presentation. We will delve into topics such as investment vehicles, compounding, asset allocation, and the power of smart financial decision-making.

Wealth distribution

This presentation will explore the importance of distributing wealth effectively to ensure financial security for future generations. We will discuss estate planning, trusts, charitable giving, and other methods to transfer wealth in a structured and tax-efficient manner.

Wealth preservation

Join us as we delve into the essential strategies and tools for preserving your wealth over time. From diversification to risk management, tax planning to asset protection, this presentation will provide insights into safeguarding your financial assets.

Wealth preservation for unlucky ones

Sometimes life throws unexpected challenges our way. In this presentation, we will discuss strategies and options for individuals who have faced financial setbacks, providing guidance on rebuilding wealth, managing debt, and securing a stable financial future.

Will creation and estate planning

Ensure your assets are distributed according to your wishes. This presentation will cover the importance of will creation and estate planning, including topics such as beneficiaries, executor selection, trusts, and minimizing estate taxes, to help you leave a lasting financial legacy.

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Expertise (5)

Financial services