
✓ Market Researcher & Investor | Capital Markets | Structured Investing | Risk & Behavioural Finance | EPIBCM IIM Calcutta
Navigating growth at the crossroads of finance, marketing, and entrepreneurship where potential meets execution, with clarity and structure.
Who I Am
I am Siddarth Surii, a finance and startup consultant, and I’ve learned one thing over the years: clarity is power! For the past seven years, I’ve been deep in the world of startups and financial markets, mentoring, and helping individuals turn good ideas into great businesses through marketing. I hold an MBA in Finance and have picked up certifications along the way, from Bloomberg, Yale, INSEAD, and McKinsey, along with hands-on experience through real-world simulations with JP Morgan and Goldman Sachs. My work spans finance, marketing, blockchain, and strategy powered by AI, all rooted in practical, real-world outcomes. I help individuals make sense of their careers, personal finances, and business plans without the jargon or lectures, through structured, no-nonsense guidance built around where you are and where you want to be. If you value simple finance, structured startups, and practical innovation, you’re in the right place.
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.

































