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.
Advanced executive programme focused on investment banking, capital markets, and structured finance. Covers valuation methodologies, equity and debt markets, derivatives pricing, risk management frameworks, behavioural finance, and portfolio optimisation. Engaged in case-driven learning and applied financial modelling bridging theory with real-world market dynamics.
Activities: Capital Markets Cohort · Financial Modelling & Valuation · Derivatives Strategy · Portfolio Construction · Case-Based Market Simulations
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.
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.
Globally Recognized Certifications
With certifications in finance, blockchain, and AI from the world’s most respected institutions.
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.
Capital Markets Strategy & Advisory
Financial Markets Research & Insights
Equity Research & Fundamental Analysis
Investment Research & Opportunity Identification
Portfolio Construction & Management
Derivatives Trading Strategies & Hedging Solutions
Financial Modelling, Valuation & Scenario Analysis
Financial Planning & Long-Term Wealth Strategy
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.
Work With Me
Structured, personalised sessions across finance education, investment guidance, and career strategy. No fluff — just clarity and execution.
Writing on Markets, Money & Mindset
Clear thinking on financial markets, structured investing, behavioural finance, and building wealth with patience and discipline.
