Suraj - Mutual Fund Distributors
Member since Mar 25, 2023
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About Me
Investment and Insurance Advisor we provide unbiased investment and insurance advice to our clients. Need based approach for wealth creation and wealth protection. Category of Services are in mutual fund and insurance. Certified & Authorised Mutual Fund Distributor and Insurance Agent. Best industrial practice follows while providing advise and during claim settlement. We are Affiliated with NJ Wealth for distribution and marketing our mutual fund services.
About Work Experience
Total 12 years of experience in Wealth Management & Asset Management Services.
Experience & Qualification
Qualification
M.Sc. Eco
Experience as an Advisor
1 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Loan Against Property
Consumer Finance
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Suraj
Nr. Shahu Stadium,,
Sadar Bazar,
Sataracity,
Satara,
Maharashtra, 415002
LICENSE
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Mutual Fund -
ARN No.
ARN-250610 - Validity -
06-08-2025
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