About Us

Driven by Knowledge, Built on Trust

Siddhantha Wealth Managers – Creating Path to Your Financial Prosperity

Founded on 10th October 2006 by Mrs. Sharda Deepakraj Lala, Siddhantha Wealth Managers is a trusted financial advisory firm built on the principles of ethics, integrity, and client-first service. Over the years, we have grown into a comprehensive wealth management company that empowers individuals, families, and businesses to achieve their financial goals with confidence and clarity.


At Siddhantha, we believe that true prosperity is not just about accumulating wealth— it’s about Planning, Protecting, and Preserving it for generations to come. Guided by our name “Siddhantha,” which means “principles”, our philosophy is simple: profits should follow trust, not the other way around.


What We Do

We provide end-to-end financial solutions that cater to every stage of life


  1. * Mutual Funds – Smart investments tailored to your goals
  2. * Insurance (Life, Health & General) – Protecting what matters most
  3. * Portfolio Management Services (PMS) – Personalized strategies for wealth growth
  4. * Alternative Investment Funds (AIF) – Opportunities beyond traditional markets
  5. * Holistic Financial Planning & Wealth Management – Comprehensive solutions for long-term prosperity.
Team hands stacked in unity
Why Choose Us

Your Partner in Smarter Financial Decisions

We empower you with expert guidance, tailored strategies, and trusted financial solutions that simplify decision-making. Our goal is to help you grow, protect, and manage your wealth with confidence and clarity.

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Mission

To simplify wealth management by offering transparent, customized, and principle based advisory services that enable our clients to make informed financial decisions.

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Vision

To be a leading financial services firm in India and across World, known for trust, ethics, and innovation helping people from all walks of life secure a strong financial future.

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Values

Integrity, Client First, Transparency, Empowerment, Continuous Learning, Holistic Growth, Long-Term Partnership.

Our Partners

SBI Mutual Funds
Tata AIA Life Insurance Company Limited
Aditya Birla Sun Life Mutual Funds
AXIS Mutual Funds
Bajaj Finserv Mutual Funds
Bandhan Mutual Fund
Bank of India Mutual Fund
Baroda BNP Paribas Mutual Fund
Canara Robeco Mutual Fund
ICICI Prudential Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Fund
Quant Mutual Fund