Smarter Financial consultancy?
Siroi Financial Consultancy
From the money that you need today to the money, you are saving for tomorrow, and beyond, Siroi financial consultancy is your smart money manager. We are built with the idea to make finance simple, secure and better for you. We are emerging as the best financial consultancy.
We believe that financial consultancy services should work harder for you. For everyone, indeed! Siroi’s expert finance consultancy is here to solve all your economic puzzles starting from business registration to acquiring funds (loans). Along with day to day finance management & complying your statutory financial obligations to various government departments in creating a hassle-free business environment for your organisation. Well, we started a while ago with a promise never to stop working.
Why Siroi Financial Consultancy?
A Financial Consultancy that Covers Everything!
Organise your business financials like never before with our expert advisory team. We take care of all the paper works of the company you are planning to start!
Save and spend with the best financial consultancy
Siroi Financial Consultancy can be your best cash management partner that helps you make the most out of everyday.
Choose smarter for a
Since 2017, we’ve worked to make financials more efficient and accessible leaning towards the pristine technology in the market.
Relationship on your terms
Assured financial freedom!
Our valued customers speaks the other part of the story….
Backed up by the most Dynamic Team
At Siroi forex, we are analyzing the way you manage your finance giving you a whole new way to manage your financial assets. Making your your life easier without making any compromise.
Mr. Surchand Puyam Singh
- Highly experienced, accomplished and motivated Finance Professional with comprehensive experience of
15 years in Banking/FI Industry.
- Retail Branch Banking-Set up a new Branches and start the Operation with Proper Banking Guideline Norm
–HDFC Bank Ltd in difference role-(Cluster Head,Branch Manager & SME-RM).
- First SME Manager-EEG of HDFC Bank Ltd in North East for the Product of Working Capital (OD,CC,
BG&LC).Create Good Knowledge and awareness to the Branches and Self Employed(SME-Group) about
- A strong team leader and motivator, Spearheading with Reliance Capital Ltd as Branch Sales Manager –
HL , LAP and Construction Finance.
- Proven track record of target achievements.
- Immense experience of the Banking/FI industry with expertise of understanding the changing trends,
requirements, development areas and accordingly take measures to achieve desired results and business
- Set up a New Branch from identifying Premises to start the Operation with Good Business. Ensure operations & Risk control at branch.
- Development of Channel Partner.
- Training and Building team to manage various aspects.
- Conduct of product sales & seminars for Corporate Customers and Builder Project.
- CRM/Marketing(Activity) and Audit-Compliance.
- Business Development-Sales and service.
- Branch has rated “Satisfactory” in Audit Report during the Branch Manager Tenure.
- Received the “Highest Performance Rating (T1)” as only one staff in the entire East Region-HDFC Bank Ltd-EEG.
- Honoured as “Top Performer Relationship Manager” in North East Region-HDFC Bank Ltd.
- Honoured as ”Top Performer” Winner for achieving the set targets on time and won a trip to foreign countries.(RCL)
- HDFC Bank Ltd : 1st April 2019 to 31st October 2019 (Mizoram)
- Cluster Head
- HDFC Bank Ltd : April 2010 to 31st March 2019 (Kolkata & Guwahati-North East)
- Branch Manager-Retail Branch Banking.
- Relationship Manager-Working Capital-SME (EEG)
- Reliance Capital Ltd –Consumer finance.
- Branch Sales Manager-Mortgages: July 2007 to January 2010.(Bangalore & Kolkata).
- INGVysya Financial Services Ltd.
- Unit Manager – Mortgages: January 2006 to July 2007-Bangalore.
- IDBI BANK (Suvidha Services)
- Team Leader – Mortgages: April 2004 to January 2006(Bangalore)
Mrs. Thoudam Sharjubala
- Highly experienced, accomplished and motivated Finance Professional with comprehensive experience of 8+ years, having good analytical skills with an eye for detail.
- A strong team leader and motivator.
- Solutions-driven professional with in-depth knowledge of the Retails Branch Banking-Operations, Customer Care, Sales, system control and procedures.
- Credit Administration involving Credit Appraisals and Controlling Delinquency.
- Pragmatic, with proven managerial acumen and abilities to withstand work pressures, deliver assignments within specified time frame without compromising on quality benchmarks. Excellent understanding of Internal controls with expertise in Process Audit.
- Proven track record of target achievements, enhancing the Operations flow, and advances.
- Immense experience of the industry with expertise of understanding the changing trends, requirements, development areas and accordingly take measures to achieve desired results and business objectives.
- Well knowledge of Finware, Finnone, Finacle.
- Compliance/ Audit.
- Branch Operations.
- Approval & Disbursement.
- Customer satisfaction.
- Keeping Builder relationship.
- Planning/ Training.
- ECS & SI Execution.
- PDC presentation.
Post approval activities.
- Post disbursement documents.
- “High Achiever” in the last year HR rating.
- Increase the Business Volume from 80 Cr to 150 Cr Net Business Volumes.
- Reduced TATs for Disbursement of Home Loan & Personal Loan Applications from 4 Days to 1 Day.
- Reduced the TAT for Operations/ Foreclosures/ Rephasements in max 24hrs.
- Increased average productivity of outsourced staff from 10 dockets per day to 15 dockets checking.
- Maintenance of Security Documents and Proper Inventory Controlling.
- Defined micro processes to ensure better controls.
- MIS for all the exposures and Operations.
- Attained ‘AA’ Branch rating for yearly external Audit.
- HDFC Bank Ltd : March 2011 to till date.
- PB & Teller Authoriser (Backup BM)
- Axis Bank Ltd., Bangalore & Kolkata.
- Relationship Manager-Operations & Customer Service. (February 07 to March 2011).
- IDBI Bank Ltd., Bangalore.
- Senior Executive : Back Office, Sanction in charge. (September 2002-January 2007)
Getting into details
Our customer support team is available seven days a week to answer questions about your financials and transaction with us.
We take the security of our customers’ accounts seriously. We employ strong browser encryption, secure data storage, and more. For details, read about our security practices.
We’re committed to provide you with a great financial management experience. If you’re not completely satisfied, we’ll do everything we can to make it right.
What does finance consultants do?
Almost all financial consultants; including the ones at Siroi Forex work with the clients to develop individualized financial plans for savings, retirement, investments and insurance. They spend much of their time marketing their business and recruiting new clientele relations. Many become both certified in financial planning and licensed to sell financial products.
What is a Registered Financial Consultant?
Registered Financial Consultant (RFC). The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.
What is the difference between a financial advisor and a financial consultant?
A consultant is brought on for a specific problem or goal, so they are not going to meddle in peripheral financial or business affairs. The relationship is transactional, whereas an advisor will dive into the many areas of your company to help you achieve more.
What is RFC in finance?
Registered Financial Consultant (RFC)
Required licenses to engage in financial planning profession.