Suraj Umarye - Mutual Fund Distributors
Member since Sep 6, 2023
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About Me
I help my clients with their Financial Planning & link their investments to each goal so it is easier to access. I also provide timely Portfolio Reviews so changes, if any, can be made in investment strategies or goals.
Currently managing more than 5 Crores and helping 150+ clients on their Financial journey.
About Work Experience
I have worked as a Unit Manager for NJ India Pvt. Ltd. In Bangalore for 2 years. I used to train Financial Advisors on how they can help their clients with Financial Planning using Mutual Funds, Insurance, Loans, Corporate FDs, Direct Equity, Bonds, etc.
I left my job and started my Financial Advisory in Bicholim Goa using the same Products & Services and my experience from Bangalore to spread Financial awareness to my clients.
Experience & Qualification
Qualification
PGDM
Experience as an Advisor
4 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Share Trading & Demat
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Will Writing Services
Fixed Deposits
Affiliations
- NJ India Invest Pvt. Ltd
- NJ Insurance Brokers Pvt. Ltd
- NJ Asset Management Private Limited
- NJ Capital Private Limited
Awards & Recognition
-
Not Specified
Address
Suraj
70/C Vathadev Sarvan,
Bicholim Industrial Estate,
Bicholim,
Goa, 403529
LICENSE
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Mutual Fund -
ARN No.
172146 - Validity -
06-09-2026
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