Jaipur · CFP-Led Advisory & Industry Training

Guidance for those building wealth. Training for those learning it.

Siddharth Bankawat brings 20+ years in BFSI to two things done well: personal financial advisory for individuals and families, and industry-oriented finance sessions for MBA/PGDM students.

Explore Advisory → Explore Sessions →
First Salary
Marriage
Child's Education
Wealth & Legacy
Retirement
Two Practice Lines

One firm, two ways to work with us

Whether you're planning your own portfolio or bringing us onto campus, everything starts with the same principle: plain-language advice, no jargon, no guesswork.

For Individuals & Families

Advisory

Mutual fund advisory, goal-based planning, and portfolio guidance for investors at every stage — from first-timers to legacy builders.

  • Mutual fund advisory & portfolio review
  • Goal-based financial planning
  • Tax-efficient investing
  • Wealth & legacy planning
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For Colleges & Students

Industry Sessions

Industry-oriented finance sessions for MBA/PGDM students, delivered individually or as the Lion & Cub Certified Personal Finance Professional (LCPFP) programme.

  • Finance, Banking & Career tracks
  • One-day & two-day formats
  • LCPFP Executive Edition certification
  • Case studies & participant workbook
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We Help You With

Advisory services, plainly explained

₹

Mutual Fund Advisory

Portfolio selection and review, matched to your goals and risk appetite — not the fund of the month.

🎯

Goal-Based Planning

Retirement, a child's education, a home — each goal gets its own timeline and its own plan.

📊

Tax-Efficient Investing

Structuring investments so tax planning and wealth building work together, not against each other.

🛡

Risk & Emergency Planning

Building the buffer that keeps a life event from becoming a financial crisis.

🌳

Wealth & Legacy

Long-term wealth transfer planning for families thinking beyond a single generation.

🎓

Industry Sessions

Finance, banking, and career-readiness sessions for B-school students — see the Sessions path above.

Siddharth Bankawat, Founder & Director, Lion & Cub Investment
SIDDHARTH BANKAWAT
Founder & Director
Founder's Desk

20+ years in BFSI. One belief: advice should be understood, not just followed.

"My aim is to make personal finance make sense — whether I'm sitting across from a client planning retirement, or in front of a classroom of students learning how markets actually work."

Siddharth is a CFP (FPSB-certified) and AMFI-registered mutual fund distributor, with 13 years in Learning & Development leadership roles across the BFSI industry.

CFP · FPSB CERTIFIED AMFI REGISTERED DISTRIBUTOR 20+ YEARS BFSI 13 YEARS L&D LEADERSHIP

20+

Years in BFSI

13

Years in L&D Leadership

10+

Session Topics Offered

3

Tracks — Finance, Banking, Career
What Clients & Colleges Say

Trusted for the long term

"Siddharth explained SIPs and compounding in a way I actually understood — no jargon, just clarity."

Client Name
Jaipur

"The session gave our students a practical grounding in personal finance that the regular curriculum doesn't cover."

Faculty Coordinator
Business School, Jaipur

"Years of association, and every conversation still ends with a clearer plan than I walked in with."

Client Name
Long-term investor
Money, Plainly Explained

Latest insights

Investing

SIP vs. Lump Sum: What Actually Matters

A plain-language look at how each approach behaves in real markets.

Planning

Starting a Child's Education Fund Early

Why the first five years of a goal matter more than the last five.

Careers

First Salary to First Crore

The money habits that matter most in your 20s — and the ones that don't.

Ready to talk?

Whether you're planning your own finances or planning a session for your campus — start here.

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