Finsure - Certified Financial Planner (CFP) Distributors
Member since Aug 1, 2016
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About Me
Suresh Kumar is having 15+ years of experience in Financial and Insurance Advisory Services, Financial Planning, Estate Planning, Retirement Planning, Business Analyst for various client engagements in Financial Services and Insurance domains. Suresh Kumar is heading Finsure Financial and Insurance Advisory Services and is associated with NJ Wealth Management as a Partner.
Suresh Kumar is responsible for sales of various Financial Products and giving Financial Advise and Planning to various clients in helping them in their wealth creation. He is also efficient in doing Estate Planning, Portfolio Management, and planning for child's higher education, child's marriage and Retirement planning.
About Work Experience
Certified Financial and Insurance Advisor
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Will Writing Services
Affiliations
-
Not Specified
Awards & Recognition
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AMFI
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CAI
Address
Finsure
1-3-1025/7/2,
KAVADIGUDA,
Gandhinagar (Hyderabad),
Hyderabad,
Telangana, 500080
LICENSE
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Mutual Fund -
ARN No.
89585 - Validity -
06-06-2019
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