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Harish Mota | Valueraj Associates Private Limited | HyderabadHarish Mota | Valueraj Associates Private Limited | Hyderabad

Harish Mota

Valueraj Associates Private Limited•Hyderabad,TS
Second Floor, Plot #41, Vijayapuri Colony, Near Coffee Cup, A.S.Rao Nagar,
Hyderabad, TS, 500062
Second Floor, Plot #41, Vijayapuri Colony, Near Coffee Cup, A.S.Rao Nagar, Hyderabad, TS, 500062
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About

I have been a Senior Associate with the company since 2021. I hold an MBA in Finance from Jawaharlal Nehru Technological University and am a Certified Financial Planner through the Financial Planning Standards Board (FPSB), USA.

Practice at a glance

4
Years of Experience
300
Families Served
₹200
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff
Language Spoken:Hindi, Telugu, Kannada, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-81507

Education

Formal Education

MBA – Master of Business Administration

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

Can help you buy / invest in

Mutual Funds
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Harish Mota.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review