About Us
We are a specialized mutual fund distribution firm, having first established at Hubli in 2007 under the name of The Advisor. We provide MFD services to individuals (both resident and non-resident), corporates, partnership firms, trusts, etc. from our operations located at Hubli and Pune.
About us:
1. Mr. Siddharth Madiman:Founder/Proprietor
Siddharth is a graduate in business management from Mangalore University, specializing in Marketing and Finance. He later completed his MBA in Marketing from MIT School of Management, Pune in 2002.
He is also certified in the following courses,
- Certified by the Association of mutual funds in India (AMFI) since 2006.
- Completed his NISM Continuing Professional Education (CPE) course in 2021.
- Certified in Market orientation program and financial planning by the ABN Amro Academy in 2005.
- Certified in Commercial Property Management by Udemy in 2020.
- Certified in Fundamentals of digital marketing by Google Open in 2020.
- Certification in Management Development Programme on Rebalance Volatility Certification Course(RVCC) from NSE of India Ltd in 2020.
- Certification in courses from the Micro Masters program of the Indian Institute of Management, Bangalore (IIMB).
- Certificate exam of insurance agents in General Insurance from Insurance Institute of India in 2021.
He has a total work experience of over 20 years. He began his career with Tata Asset Management Ltd., and has worked with banks such as HDFC Bank Private Banking Group, ABN Amro Bank NV, Citibank N.A, Standard Chartered Bank and in a Private Banking firm, Allegro Capital Advisor Pvt. Ltd at Pune.
At Shaard, Siddharth is primarily responsible for the overall functioning of the firm including, policy making, compliance, marketing and brand awareness, operations, client engagement and interactions, investor service and research.
He is also an experienced trainer and has actively engaged in workshops and training programs for corporate employees and clients, in subjects associated with wealth management and investments.
Note: The mutual fund distribution (MFD) arm of The Advisor has been changed to Shaard Mutual Fund Distributors as per SEBI Regulation 3 (3) of the SEBI (Investment Advisers) Regulations, 2013 (as amended in July , 2020), no person engaged in distribution of securities shall use the nomenclature /terms such as Adviser / Advisor / Financial Adviser/ Investment Adviser/ Wealth Adviser/Wealth Manager/Wealth Managers etc. or any other similar name in their name, unless registered with SEBI as an Investment Adviser. Pursuant to the above regulatory directive, AMFI registered mutual fund distributors (MFDs) whose registered name has the terms such as Adviser / Advisor / Financial Adviser/ Investment Adviser/ Wealth Adviser/Wealth Manager/Wealth Managers etc. are required get their registered nameRegulation 3 (3) of the SEBI (Investment Advisers) Regulations, 2013 (as amended in July , 2020), no person engaged in distribution of securities shall use the nomenclature /terms such as Adviser / Advisor / Financial Adviser/ Investment Adviser/ Wealth Adviser/Wealth Manager/Wealth Managers etc. or any other similar name in their name, unless registered with SEBI as an Investment Adviser. Pursuant to the above regulatory directive, AMFI registered mutual fund distributors (MFDs) whose registered name has the terms such as Adviser / Advisor / Financial Adviser/ Investment Adviser/ Wealth Adviser/Wealth Manager/Wealth Managers etc. are required get their registered name changed. The Advisor continues to deal in tax planning solutions, General Insurance and Corporate Fixed Deposit solutions with HDFC Ltd. and Bajaj Finance Ltd.
Mutual Fund Distributors for 19 top asset management companies.