Siddarth Hari Email & Phone Number

Chennai, Tn, In

Chennai, Tamil Nadu, India

We are a full-service Wealth management firm and will be engaged with our clients throughout every step of the process which includes • Identifying the funds and building a structured portfolio based on client requirement • Actioning/ implementing the recommendations • Managing the portfolio on a day to day basis to ensure return expectations are metAt Forthright, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their… Show more We are a full-service Wealth management firm and will be engaged with our clients throughout every step of the process which includes • Identifying the funds and building a structured portfolio based on client requirement • Actioning/ implementing the recommendations • Managing the portfolio on a day to day basis to ensure return expectations are metAt Forthright, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make best use of the financial resources they have.We bring in a systematic, data driven approach to managing client portfolios and ensure we put client interest above all else which is also the corner stone of our proposition.Our engagement model with clients is as Mutual fund distributors where we are paid an annual trail fee as a percentage of the assets that we manage which is a part of the fund’s expense ratio.Our Differentiators – Why Forthright: 1. Continuity of Relationship: When we start a relationship with a client, there would continue to be single point of contact all through. 2. Client Interest above all else: We are equidistant with all product manufacturers and we bring a product to client only when we see a compelling reason to do so. 3. Confidentiality: This is a very important aspect of this business. We maintain utmost confidentiality about all client engagements and transactions. Products and services: We advise on products encompassing Mutual funds, PMS and also Venture funds, Private Equity, Real Estate Funds and other alternate strategies including AIFs. Mutual Funds: This is the mainstay of the Advisory proposition. We try and build a portfolio based on the Client’s requirement, demographics, Risk/return expectations, Tenure. The proposal would comprise of a mix of funds which would help in diversification. Essentially large, mid, small, balanced and Sectoral exposure. We also advise on debt funds based on requirement. Show less

Chennai Area, India

After close to 15 years of customer service and client management experience in BPO, I have taken up a role that requires me to be self motivated, high risk taking, goal oriented, creative, looking for great personal and financial rewards, be dedicated, highly confident, be a thinker doer planner worker all in one, foresee the future, sell and be purposeful about what I want to do in life. In short I have become an Entrepreneur.My offerings are 3 fold1. Wealth management, portfolio… Show more After close to 15 years of customer service and client management experience in BPO, I have taken up a role that requires me to be self motivated, high risk taking, goal oriented, creative, looking for great personal and financial rewards, be dedicated, highly confident, be a thinker doer planner worker all in one, foresee the future, sell and be purposeful about what I want to do in life. In short I have become an Entrepreneur.My offerings are 3 fold1. Wealth management, portfolio system, spread risk, get the maximum returns in short time2. Risk Management - Wealth needs to be protected adequately through insurance or our savings could vanish in an unforeseen circumstance3. Funding - we fund our clients as and when required to meet a certain goal at the lowest possible rates. Show less

Chennai Area, India

Certified Revenue Cycle Representative from HFMA.orgRevenue Cycle Management – Exposure mainly to AR Collections and other RCM modules under Provider – Hospital billing.Proven ability in leading and building high performing team and delivering business outcomes while managing change and building organizational culture. International exposure with managing teams in Manila, Philippines for 15 months. Also worked in a tier 2 city of Coimbatore. Managed multiple & remote teams in… Show more Certified Revenue Cycle Representative from HFMA.orgRevenue Cycle Management – Exposure mainly to AR Collections and other RCM modules under Provider – Hospital billing.Proven ability in leading and building high performing team and delivering business outcomes while managing change and building organizational culture. International exposure with managing teams in Manila, Philippines for 15 months. Also worked in a tier 2 city of Coimbatore. Managed multiple & remote teams in all the verticals worked.Earlier experience includes management of teams dealing with • Electronic Medical Records, • Technical support – desktops, laptops, software support.• Customer care• Inbound sales Show less

Bengaluru Area, India

Software support for Microsoft Office products through inbound calls, Emails and Chat. Grew from calling role to trainer to team leader before taking up the role of Senior Team Leader.

Chennai Area, India

Marketing of Foreign currencies and travellers cheques to international travellers from India.

Chennai Area, India

Marketing research, door to door selling and Financial products such as Life Insurance, General Insurance, bonds and fixed deposits.

Masters, Human Resource Management

2 year Post Graduate program through correspondence education.

B.Com, Commerce

3 year degree through the University of Madras, Institute of Correspondence Education