Creating a future is a matter of holistic process. We tend to be involved in purpose-driven work so that it offers us the best value for our invested time. The economy is a volatile spectrum, where an individual should learn financial strategies to safeguard their life. Today, we want our readers to immerse into the indomitable spirit of Sharda Deepakraj Lala, whose innovative strategies for wealth management have benefited a lot of clients.
A Brief History-
Sharda Deepakraj Lala founded Siddhantha Wealth Managers in 2006. With more than 17 years of industry experience, Sharda Deepakraj has dedicated her life to guide her clients with wealth management solutions. Sharda Deepakraj Lala is an IRDA (Insurance Regulatory and Development Authority of India) and an AMFI (Association of Mutual Funds in India) Certified Financial Advisor. While getting interested into entrepreneurship, Sharda shares that she was guided and inspired by her husband, CA Deepakraj Murarilal Lala to further study about wealth, insurance and mutual funds.
The journey of leadership and innovation demands great resilience and Sharda brilliantly manages her business and family. She shares that her family holds a pivotal part of her life, where her husband and her son, Siddhantha Deepakraj Lala, have always supported her vision. It is ethics and integrity that has driven Sharda to succeed in her business.
The most important aspect for any business is to sustain long-lasting relationships where Sharda has always seamlessly put a client-centric approach. Leaders create the blueprint for success and Sharda Deepakraj Lala has engaged herself in a process of lifelong learning.
Struggles and Success Stories-
She believes that consistent upskill always adds on to the scalability of a business. Interestingly, we analyzed that Sharda takes a step forward in her journey that is beyond business growth. She proactively supports a thriving habitat which has inspired her to pursue an environment, social and governance (ESG) system to empower sustainable investing.
Sharda Deepakraj Lala is a testament to fair practices. Her efforts in engaging a productive discussion with peers, industry leaders and policy makers is commendable. She always looks forward to strengthening the wealth management industry by inspiring positive changes and aligning with the interest of the stakeholders.
Siddhantha Wealth Managers, under the leadership of Sharda Deepakraj Lala provides services in Mutual Funds, Life Insurance, Health Insurance, Car/Bike Insurance, General Insurance, Fixed Deposits, Capital Gain Bonds, Debentures, Sovereign Gold Bonds, PMS, AIF and several other financial products.
Key Takeaways-
Due to her unparalleled commitment in fostering a thriving entrepreneurial ecosystem, Sharda received Maharashtra Business Icon Award 2023 and Big Impact Award in Wealth Management 2024.
She was recently felicitated by the prestigious World Trade Centre, Mumbai with Women Achievers Award, on 14th March 2024. She is also the recipient of Women Icons of India 2024. The impeccable guidance of Sharda is evident from testimonials. Jyoti says, “Thanks to Siddhantha Wealth Managers, I now have peace of mind knowing that my financial future is in capable hands. I wholeheartedly recommend their services to anyone seeking expert guidance and unparalleled results in wealth management”. When we asked Sharda Deepakraj Lala on her take on success, she said, “Focus on the Process and not on the outcome to get the better results.”
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