Alok J. Surana
Trade N Earn®️•Pune,MH
Office No 3, 1st Floor, Venunad Apartments. Opp Comet Foodland Mukundnagar, Swargate Pune,
Pune, MH, 411037
Office No 3, 1st Floor, Venunad Apartments. Opp Comet Foodland Mukundnagar, Swargate Pune, Pune, MH, 411037
About
Practice at a glance
18
Years of Experience
100
Families Served
₹75
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Business & SME Owners, HNI Families, Doctors
Language Spoken:Hindi, Marathi, Marwadi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN - 83398
IRDAI Licensed Insurance Agent (General)
BGI81001085
IRDAI Licensed Insurance Agent (Life)
8186619
APMI Registered PMS Distributor
APRN - APRN08108
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
PMS
Gift City
Complimentary Services
Get any of the free services to experience working with Alok J. Surana.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Financial Wellbeing Workshop