DINESH BHALAWALA
URMI FINANCIAL SERVICES PRIVATE LIMITED•Surat,GJ
M 27 CENTER POINT, B/S NIRMAL HOSPITAL, CIVIL CHAR RASTA, RING ROAD, SURAT 395002,
Surat, GJ, 395002
M 27 CENTER POINT, B/S NIRMAL HOSPITAL, CIVIL CHAR RASTA, RING ROAD, SURAT 395002, Surat, GJ, 395002
Practice at a glance
30
Years of Experience
500
Families Served
₹200
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Gujarati, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
PMS
Complimentary Services
Get any of the free services to experience working with DINESH BHALAWALA.
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Risk Profile Assessment