Abubakr Siddique A.G

Abubakr Siddique, A. G., is a FEE-ONLY Certified Financial Planner (CFP) Professional and a SEBI Registered Investment Advisor (RIA). After graduating, he initially explored employment opportunities overseas in the fine food processing industry. However, buoyed by the post-liberalization economic boom in India, he returned to the country, recognizing the burgeoning potential within the financial services sector.

Intrigued by investor behavior towards finance and investment, Abubakr pursued a postgraduate program in psychology in 2004 to deepen his understanding of behavioral finance. With the nascent stage of financial planning in India and a clear need for quality service providers, he enrolled in and completed the Certified Financial Planner (CFP) program through the Financial Planning Standards Board (FPSB) India in 2009.

Since then, Abubakr has promoted fee-based financial and life planning under his sole proprietorship, Wealth Traits Financial Planners. He now advises SME owners, NRIs, high-salaried individuals, and HNIs on financial planning, wealth management, and risk management. With a commitment to leveraging his extensive experience, he aims to guide enthusiastic aspirants and make a positive impact in personal financial planning and wealth management. His specialties include comprehensive financial planning, goal-based financial planning, investment advisory, and risk management consulting.