Siddhi Padia

Siddhi brings 18 years of experience in paraplanning and quality assurance with leading licensees. She ensures operational excellence within our Quality Assurance team and provides invaluable professional and technical support to our paraplanning team. Her extensive expertise plays a key role in enhancing paraplanning skills and capabilities, driving continuous improvement, and maintaining the highest standards of service excellence.

Posts by Siddhi Padia

Advice Trends in Outsourced Paraplanning

Paraplanning trends are rapidly evolving, particularly within the realm of outsourced paraplanning services. VBP, the la …

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2 min read
October 10, 2023