Image of Nandi

Hello I Am

Siddarth Surii

Hello I Am

Siddarth Surii

Market Researcher & Investor | Capital Markets | Structured Investing | Risk & Behavioural Finance | MBA Finance | EPIBCM IIM Calcutta | Writing on markets, discipline & long-term investing.

Who I Am

I am Siddarth, and one belief drives everything I do: "The best decisions in life, like the best investments, are made with a calm mind and a long horizon."

My journey over eight years hasn't been straight. It moved through entrepreneurship, business strategy, and eventually into a deep, focused engagement with financial markets, investing, and risk. Early on I became fascinated by something simple but profound: how capital flows, how decisions compound, and how disciplined thinking quietly separates progress from noise. That fascination never left. It only grew sharper.

That curiosity became real work. Portfolio strategy, research, capital allocation, risk assessment. Not as concepts, but as daily practice with real stakes and real consequences. Over time, I developed a genuine obsession with market behaviour, structured decision-making, and realised that most people get investing wrong, not because of knowledge but because of psychology, patience, and process.

Academically, an MBA in Finance laid the foundation. Global certifications across financial markets, investment banking, fintech, and risk management sharpened specific edges. And currently, the Executive Programme in Investment Banking & Financial Markets at IIM Calcutta is pushing that understanding further, bridging theory with the kind of structured real-world application that markets demand. Learning, for me, has never been about credentials. It has always been about becoming a sharp, deep thinker.

When COVID hit, I co-founded KDAM Foundation to support humanitarian relief on the ground because capital carries responsibility, and impact always matters.

Outside of markets, I travel, follow sports, and stay genuinely curious about the world because the best investors I know never stop observing it. Perspective, I've learned, is as valuable as any financial model.

Markets are noisy. Most people react. A few think clearly, act deliberately, and build something that lasts.

That is what I am working towards every day, and it is also what I write about.
If that resonates, let's connect.

Academic Foundation

From classroom lessons to real-world impact, with continuous upskilling along the way.

Masters of Business Administration, Finance

Masters of Business Administration, Finance

Maharaja Agrasen Himalayan Garhwal University

Maharaja Agrasen Himalayan Garhwal University

Specialised in financial management, portfolio analysis, investment banking fundamentals, and equity derivatives. Completed research-driven projects in valuation, capital budgeting, and risk profiling. Coursework included Security Analysis, Financial Derivatives, Tax Planning, and Commercial Banking, strengthening analytical and strategic decision-making capabilities. Developed a structured foundation in investment analysis and portfolio construction.

Bachelors of Business Administration

Maharaja Agrasen Himalayan Garhwal University

Bachelors of Business Administration

Maharaja Agrasen Himalayan Garhwal University

Built foundational knowledge in finance, business strategy, and operations management. Participated in business simulations, marketing competitions, and investment pitch events that strengthened analytical thinking and problem-solving skills. Served as a core member of the Entrepreneurship Cell, contributing to industry interaction initiatives and student-led programmes. Developed an early interest in financial markets and structured decision-making.

Real-World Simulations

Immersive experience in investment banking, risk management, fintech, and business strategy.

Skills Engineered for Results

Specialized in planning, financial management, scaling, and driving execution.

Financial Analysis

Portfolio Management

Startup Strategy

Career Coaching

Budget Planning

Risk Assessment

Professional Journey

From building brands to growing portfolios, launching startups, and coaching professionals

INSYDS

Founder & CEO

Built INSYDS from scratch into a full-service creative and digital marketing agency, delivering brand strategy, performance marketing, and design for startups and growing businesses across India. Led all executive decisions, P&L, business development, and team operations from day one.

Omnis Broking

Partner & Portfolio Analyst

Managed portfolio and trading strategy for HNI clients across multiple asset classes, building customised investment theses aligned to each client's risk profile and long-term goals. Developed high-conviction, research-backed strategies using macroeconomic and thematic analysis, with a strong focus on transparency, compliance, and results-driven advisory.

Marocks Ventures LLP

Partner & Investment Analyst Consultant

Advised on early-stage investment opportunities across fintech and consumer sectors, conducting business model evaluations and risk-return analysis. Worked closely with founders on fundraising strategy, market entry, and capital deployment, supporting scalable ventures from ideation through initial traction.

Structured Solutions & Services

Personalized 1:1 sessions designed to help you move forward with clarity, strategy, and action.

Career Discovery Call

A 30-minute 1:1 session to help you gain clarity about your career direction — finance, startups, marketing, or entrepreneurship. Align skills and goals into actionable steps.

Career Discovery Call

A 30-minute 1:1 session to help you gain clarity about your career direction — finance, startups, marketing, or entrepreneurship. Align skills and goals into actionable steps.

Finance 101 for Beginners

Understand your money. Build the foundation. Learn the fundamentals of personal finance — compounding, SIPs, inflation, asset classes, risk — explained clearly without jargon.

Finance 101 for Beginners

Understand your money. Build the foundation. Learn the fundamentals of personal finance — compounding, SIPs, inflation, asset classes, risk — explained clearly without jargon.

Budget & Goal Planning

Structure your money with purpose. Build a practical, customized budgeting and financial goal-setting system that fits your lifestyle, using easy-to-maintain tools.

Budget & Goal Planning

Structure your money with purpose. Build a practical, customized budgeting and financial goal-setting system that fits your lifestyle, using easy-to-maintain tools.

Startup Mentorship Pack

This mentorship pack offers personalized sessions to help you validate your idea, plan finances, and craft a simple, structured, and actionable go-to-market strategy

Startup Mentorship Pack

This mentorship pack offers personalized sessions to help you validate your idea, plan finances, and craft a simple, structured, and actionable go-to-market strategy

Trusted by Founders, Professionals, and Learners

Real feedback from those who have experienced clarity, and growth through my sessions.

Sidharth Kedia

X.com Logo

Exceptional ability to translate ideas into results.

Ramgopal Sitamaraju

X.com Logo

Clear thinker, structured executor, and highly dependable.

Nitin Goel

X.com Logo

A sharp strategist who balances creativity with execution.

Pradeep Kumar

X.com Logo

Brings clarity and precision to every project he handles.

Trusted by Founders, Professionals, and Learners

Real feedback from those who have experienced clarity, and growth through my sessions.

Sidharth Kedia

X.com Logo

Exceptional ability to translate ideas into results.

Ramgopal Sitamaraju

X.com Logo

Clear thinker, structured executor, and highly dependable.

Nitin Goel

X.com Logo

A sharp strategist who balances creativity with execution.

Pradeep Kumar

X.com Logo

Brings clarity and precision to every project he handles.

Subscribe to our Newsletter

@2025, All Rights Reserved

Instagram Logo
Dribbble Logo
X.com Logo
Dribbble Logo

@2025, All Rights Reserved

Instagram Logo
Dribbble Logo
X.com Logo
Dribbble Logo

@2025, All Rights Reserved

Instagram Logo
X.com Logo
Dribbble Logo
X.com Logo