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Siddharth Jain, CFP ®

Siddharth Jain, CFP ®

Followers of Siddharth Jain, CFP ®2000 followers
location of Siddharth Jain, CFP ®Delhi, India

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  • Timeline

  • About me

    Financial Advisor

  • Education

    • Financial planning Standard Board of India

      2017 - 2018
      CFP Finance B

    • G.S.B.V.

      2014 - 2016
      12th High School

    • Jagdish Bal Mandir Public School - India

      2003 - 2014
      Schooling Student

    • IMT CDL Ghaziabad

      2023 - 2024
      Master of Business Administration - MBA Finance and Financial Management Services

    • Delhi University

      2016 - 2019
      Graduation Commerce

  • Experience

    • Hum Fauji Initiatives

      Aug 2019 - Oct 2023

      • Assistant Manager

        Sept 2022 - Oct 2023

      • Relationship Manager

        Dec 2020 - Aug 2022

      • Financial Planner

        Aug 2020 - Nov 2020

      • Associate Financial Planner

        Aug 2019 - Jul 2020

    • Scripbox

      Dec 2023 - now
      Senior Engagement Manager

  • Licenses & Certifications

    • Excel Fundamentals – Formulas for Finance

      Corporate Finance Institute
      Nov 2023
      View certificate certificate

    • Equity Derivatives certification

      National Institute of Securities Markets (NISM)
      Jan 2018

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Nov 2022
      View certificate certificate

    • Nism V-A certification

      National Institute of Securities Markets (NISM)
      Sept 2022