
✓ Market Researcher & Investor | Capital Markets | Structured Investing | Risk & Behavioural Finance | EPIBCM IIM Calcutta
The best decisions in life, like the best investments, are made with a calm mind and a long horizon.
Who I Am
I am Siddarth Surii — 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 and 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 & Capital Markets at IIM Calcutta is pushing that understanding further — bridging theory with the kind of structured real-world application that markets demand.
When COVID hit, I co-founded the KDAM Foundation to support humanitarian relief on the ground — because capital carries responsibility, and impact always matters.
Markets are noisy. Most people react. A few think clearly, act deliberately, and build something that lasts. That is what I work towards every day — and 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.
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.

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
A creative and marketing agency delivering brand campaigns, strategy, and digital growth for startups and businesses across India.
Omnis Broking
Partner & Portfolio Analyst
Led trading and portfolio strategy across asset classes, building investment theses and managing active portfolios.
Marocks Ventures LLP
Partner & Investment Analyst Consultant
Advised on early-stage investments, evaluated risk-return profiles, and contributed to strategic portfolio planning across fintech and consumer sectors.

The Citizen
Business & Marketing Consultant
Helped design monetization strategy and streamline brand messaging for a progressive digital media platform.

Ioanyt Innovations
Consultant
Assisted in growth strategy and operational mapping for a consumer tech startup focused on lifestyle automation.

Aris Investing
Branding Consultant
Crafted brand architecture, pitch storytelling, and investor-facing content for a fintech startup.
Structured Solutions & Services
Personalized 1:1 sessions designed to help you move forward with clarity, strategy, and action.
Blog
Unlock lessons and strategies to accelerate growth in your career, business, and finances.

































