About Us

·        At Siddhi we aim to cater for all your insurance and investment needs securing

sound financial future

·        Developed expertise in need based investment management for any category of client

·        Developed capabilities in judiciously analyzing mutual fund schemes

·        Have utilized the application of both art and science at its best to service our clients,

·        Our Approach : UNBIASED, ETHICAL, FOCUSSED,COMMITED& CLIENT CENTRIC   

How are we different from others ?

·        Selling is pre-dominantly need based rather than the approach of product based selling

·        We are tied with leading companies and can therefore select from a wide range

of trusted providers to ensure you get the most competitive cover

·        Strong process & systems set to service our customers which are not present in the

industry to a large extent

Our process

·        Conducting a comprehensive risk-profiling exercise

·        Comparing client aspirations for the portfolio with expected financial market behavior

·        Suggesting a variety of model portfolio structures utilizing both traditional and

non-traditional asset classes

Our Services

Professional Services

·        Life Insurance

·        General Insurance

·        Mutual Funds

·        Tax Planning

Sales Services

·        A quality sales team at Siddhi regularly interacts & updates as per the

requirement of our clients

·        Organizing meetings & interactions with investment consultants in person as well

over phone

·        A process driven , efficient , systematic & polite approach for handling of queries or

 knowledge sharing

Our Commitments

·        To provide reliable information

·        To honor our service commitments

·        To maintain all records in privacy

·        To preserve clients capital