With over 18 years of experience, Sharda Deepakraj Lala is a certified IRDA and AMFI financial advisor, known for pioneering a holistic, client-centric approach in the Indian wealth management landscape. She founded Siddhantha Wealth Managers in October 2006, a firm that blends quantitative financial expertise with mindful, values-based advisory services. Today, Sharda is also recognized as a leading voice in integrating Eastern philosophical thinking with modern-day business practices—helping entrepreneurs, investors, and families align their wealth with deeper life purpose.
A mindful blend of finance and philosophy
Sharda’s TEDx talk artfully wove together ancient Zen principles with contemporary wealth strategies. She emphasized that true financial planning must go beyond spreadsheets—it requires mindful listening to the emotional and psychological narratives people carry around money. By viewing wealth as a tool for inner and outer alignment—not merely accumulation—she encouraged a shift from transactional advising to deeply empathetic, values-driven guidance.
Lessons for entrepreneurs and investors
Drawing from her two-decade entrepreneurial journey, Lala reflected on moments when pausing to reconnect with her inner clarity helped her make better decisions and lead her team with greater authenticity. She demonstrated how mindfulness builds clarity, resilience, and sustainable growth—particularly in high-pressure business environments.
Her talk shared actionable takeaways:
- Pause before decisions: Create space to reflect on long-term impact.
- Cultivate emotional awareness: Understand how risk and reward affect decision-making.
- Align wealth with purpose: Use financial planning as a catalyst for both personal and societal evolution.
Accolades underpinning the message
Sharda Deepakraj Lala’s journey has earned her national recognition as a trailblazing wealth advisor and thought leader:
- Maharashtra Business Icon (2023)
- Big Impact Award in Wealth Management (2024)
- Woman Achiever Award by World Trade Center, Mumbai (2024)
- Women Icons of India (2024)
Why it matters
In a financial world often driven by metrics alone, Sharda’s approach is a timely reminder that real wealth is as much about inner clarity and conscious living as it is about market performance. Her TEDx talk advocates for a more intentional role for investors—as purpose-driven stewards of capital and impact.
Her message is especially resonant with the rising millennial and Gen Z demographic, who increasingly seek value-aligned investing, mental well-being, and conscious entrepreneurship.
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