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Sanjay Prajapat | SAMRUDDHI INVESTMENTS | SuratSanjay Prajapat | SAMRUDDHI INVESTMENTS | Surat

Sanjay Prajapat

SAMRUDDHI INVESTMENTS•Surat
LG-2, WESTFIELD SHOPPING CENTRE, GHOD DOD ROAD,
Surat, 395007
LG-2, WESTFIELD SHOPPING CENTRE, GHOD DOD ROAD, Surat, 395007
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About

Providing tailor made solutions for my clients leveraging my background as an Equity Research Analyst and a deep interest in human psychology.

Practice at a glance

10
Years of Experience
500
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹10,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Business & SME Owners, Doctors, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati, Marwadi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Loan Against Securities
SIF

Complimentary Services

Get any of the free services to experience working with Sanjay.

Financial Goals Analysis
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check