Abubakr Siddique Email & Phone Number

Abubakr Siddique, A. G. is a FEE-ONLY Certified Financial Planner (CFP) Professional and a SEBI Registered Investment Advisor (RIA) .Couple of years after completing my graduation I explored employment opportunities in overseas and moved out from EOU in Fine Food processing industry.Bouyed by the upsurge in domestic economy post liberalization, sensing growth prospect and shifted my base back to India.Exploring opportunities in the opened up economy, identified Financial Services as one of the sunrise sector and aligned my business focus in that sector.Intrigued by the investor behavior towards Finance & Investment enrolled myself for Post Graduation program on Psychology in 2004 with a intention to understand Behavioral Finance and successfully completed the same.Much needed Financial Planning was in a nascent Stage.Sensing the great need for quality players in the unexplored and important territory of Financial Planning, enrolled myself with Financial Planning Standards Board (FPSB) India, for perusing Certified Financial Planner (CFP) program and successfully completed the program in 2009. Since then I have been engaged in promoting fee based Financial Planning and Life Planning under my Sole Proprietor name, Wealth Traits Financial Planners. I am now advising SME Owners, NRIs, High Salaried Individuals and HNI on Financial Planning, Wealth Management and Risk Management.And It is my wish to combine my range of experience with my ability to guide enthusiastic aspirants, make a positive contribution in the areas of Personal financial planning, Wealth Management.Specialties: Comprehensive Financial Planning, Goal Based Financial Planning, Investment Advisory, and Risk Management Consulting.

Listed skills include Mutual Funds, Wealth Management, Investments, Financial Advisory, and 27 others.

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  ◉ Chief Financial Planner

  Wealth Traits Financial Planners

  Apr 2009 - Present - Chennai, India