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Siddharth Malhotra

Siddharth Malhotra

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  • Timeline

  • About me

    Portfolio Coach-Centricity Wealthtech

  • Education

    • Manav Sthali School

      1989 - 2003
      High School Diploma Business/Commerce, General

    • Delhi University

      2003 - 2006
      Bachelor of Commerce - BCom Business/Commerce, General

    • ICFAI Business School

      2008 - 2010
      Master of Business Administration (MBA) Marketing

      STUDIED MBA MARKETING

  • Experience

    • ECALL INTERNATIONAL

      Jan 2005 - Jan 2006
      CONTACT ASSOCIATE

    • Intellicom

      Jan 2006 - Jan 2007
      COLLECTION MANAGER

    • BIRLA SUNLIFE INSURANCE

      Dec 2007 - Sept 2009
      Unit Sales Manager

    • ICICI Prudential Life Insurance Company Limited

      Jan 2010 - Jun 2010
      SR FSM

    • Kotak Life

      Jun 2010 - Apr 2015
      SR MANAGER

    • Axis Mutual Fund

      Apr 2015 - Nov 2023

      • Channel Head-Banks and Private Client Group

        Dec 2022 - Nov 2023

      • Senior Manager-Pvt Client Group

        Apr 2022 - Dec 2022

      • Manager - Private Client Group

        Apr 2015 - Apr 2022

    • Centricity WealthTech

      Nov 2023 - now
      Portfolio coach

  • Licenses & Certifications

    • AMFI

      NISM

    • Portfolio management services

      National Institute of Securities Markets (NISM)
      Dec 2024