AMFI Registered Mutual Fund Distributer
Reg No: ARN-250570
Ananthy Sivaram
Founder, ClearGoal Financial Services
Professional Certifications
Ananthy has earned the following professional certifications, reflecting her commitment to continuous learning and professional excellence in personal finance.
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Qualified Personal Finance Professional (QPFP)
Comprehensive qualification covering financial planning, investment management, tax planning, retirement planning, and estate planning. Awarded by Network FP.
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The NSE Academy Certified Financial Goal Planner – Advanced Level
Certificate of completion for the Financial Goal Planner — Advanced Level program, conducted jointly by NSE Academy Limited and PGP Academy.
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NRI Practice Management
Specialized training in financial needs for Non-Resident Indians, covering taxation, investment regulations, and cross-border wealth management. By Network FP.
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AI for Personal Finance Professionals
Training in leveraging artificial intelligence tools and techniques in personal finance to enhance client service. Conducted by Network FP.
AMFI Certified Mutual Fund Distributor (ARN-250570)
Certified by the Association of Mutual Funds in India (AMFI) to distribute and advise on mutual fund products across all fund houses.
Life & Health Insurance Advisor
Licensed to advise and distribute life insurance and health insurance products, ensuring clients have adequate protection as part of their financial plan.
Areas of Expertise
"I started ClearGoal with one simple belief — that your money should support the life you want to live, not become one more thing to worry about."
My own journey, from 16 years in IT to full-time work in personal finance, taught me that clarity and discipline matter far more than chasing returns. Every family I work with has a different story — a child's education, an early retirement, a first home, or simply the peace of mind that comes from knowing exactly where you stand.
My role is to help you see that picture clearly, turn it into a goal-based plan, and stay the course together. So instead of stressing over money, you can go on living your life fully — while a clear plan quietly keeps you moving toward the goals that matter most.
— Ananthy Sivaram, Founder
Ready to start your financial journey with Ananthy?
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