Siddharth Jain

Certified financial planner with an explicit CFP credential and related finance certifications. fpsb+1

Several years of client-facing financial planning experience at Hum Fauji Initiatives across roles from Associate Financial Planner up to Assistant Manager (Aug 2019–Oct 2023). deepenrich+1

Moved into broader client engagement and senior engagement roles at larger financial services organisations (Scripbox, then Client Associates), showing a trajectory from direct financial planning to client engagement and wealth management contexts. deepenrich+2

Academic background includes a commerce undergraduate degree and an MBA in finance-related studies, supporting a foundation in finance and financial management services. deepenrich