Supporting everyone's personal finance journey


  • Sayan Sircar


    Contact @sayansircar

    Sayan Sircar is an avid personal finance enthusiast who is trying to make everyone’s personal finance journeys a lot simpler by providing educational content. Sayan has over 14 years of experience in goal-based investments, portfolio construction, risk/reward simulations and performance analysis.

    Apart from his interest in personal finance, Sayan

    • holds a B.E. degree in Computer Science and Engineering from Jadavpur University, Kolkata
    • holds an MBA degree in Finance from School of Management, IIT Bombay
    • has passed all 3 levels of CFA (from CFA Institute, USA) examinations covering portfolio management, equity reseach and investment management
    • holds the FRM certification on risk management
    • has passed the NISM X-A and X-B Investment Advisor examinations

    Sayan, as a part of his career, has worked

    • in investment banking, equity capital markets, quantitative analysis and risk management
    • for brands like Citi, Kotak Securities, JPMorgan and CCIL
    • at cities like Mumbai, London and Gurugram

    Sayan’s views are personal and are intended to be educational in nature. He has no registration or affiliation with SEBI or AMFI.

Goal-based investing

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