Image of Nandi

Hello I Am

Siddarth Surii

Hello I Am

Siddarth Surii

✓  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.

Masters of Business Administration, Finance

Masters of Business Administration, Finance

Maharaja Agrasen Himalayan Garhwal University

Maharaja Agrasen Himalayan Garhwal University

Specialized in financial management, portfolio analysis, investment banking, and derivatives, with projects on equity valuation, capital budgeting, and risk profiling. Also led sessions on FinTech, crypto regulation, and ESG investing.

Specialized in financial management, portfolio analysis, investment banking, and derivatives, with projects on equity valuation, capital budgeting, and risk profiling. Also led sessions on FinTech, crypto regulation, and ESG investing.

Bachelors of Business Administration

Maharaja Agrasen Himalayan Garhwal University

Bachelors of Business Administration

Maharaja Agrasen Himalayan Garhwal University

Core member of the Entrepreneurship Cell, leading startup seminars and business competitions while contributing to projects on brand strategy, finance education, and market research.

Core member of the Entrepreneurship Cell, leading startup seminars and business competitions while contributing to projects on brand strategy, finance education, and market research.

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.

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