Siva S

Equity Trading and Compliance|Ex -ICICI Direct| NISM VA and 8 Certified | Creative thinker and enthusiastic| Certified professional| Positive profile

Role
Investment Coach at FundsIndia
Location
Chennai, TN, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Siva S

At FundsIndia, I work closely with clients to understand their financial needs, simplify the world of investing, and build strategies that align with their goals and risk appetite.What I do:Guide clients on Mutual Funds, SIPs & wealth planningSimplify complex financial conceptsBuild long-term investment strategiesMy education at St. Joseph\'s College, combined with hands-on experience during my MBA internship, instills a strong foundation in creating accessible financial reports.

Experience

  1. Investment Coach

    FundsIndia

    Mar 2026 — Present · Chennai, IN

    Helping individuals make smarter financial decisions and achieve their wealth goals through personalized investment guidance.At FundsIndia, I work closely with clients to understand their financial needs, simplify the world of investing.

Education

  • SRM IST Chennai

    Bachelor of Commerce - BCom, Finance, General

    2017 — 2020

  • St. Joseph's College Of Engineering

    Masters in finance and business analyst , Business Administration and Management, General

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Siva S — Investment Coach at FundsIndia in Chennai, TN, IN | Unifers