Surajit Pal - Portfolio Management Schemes Distributors
Member since Jan 19, 2020
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About Me
Over 18+ yrs experience in managing and distribution of financial products across all market segment.Wealth management and investment strategist for retail & HNI clients in different asset classes.
About Work Experience
Worked with Major financial institution for more than 15 years
Area of expertise :
- Wealth Management
- Financial planning
- Goal setting
- Structure products
- Equities
- Real Estate
Experience & Qualification
Qualification
MBA
Experience as an Advisor
18 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
Will Writing Services
Property Management Services
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Surajit
17 WE Corp,
24th main road , JP Nagar 5th phase,
J P Nagar,
Bangalore,
Karnataka, 560078
LICENSE
|
Mutual Fund -
ARN No.
107076 - Validity -
09-08-2021
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