SUHAS RATHI | Suhas Rathi

About

Feel Free to call me to understand our wide range of offerings and professional expertise. Discussions are conducted through scheduled appointments for focused & meaningful interactions.

Practice at a glance

11

Years of Experience

110

Families Served

₹20

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹25,000

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives

Language Spoken:Hindi

Licenses Held

AMFI Registered Mutual Fund Distributor

2320867672

IRDAI Licensed Insurance Agent (Life)

3702501

NSE/BSE Authorized Person (AP)

95382

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Invest for Goals

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

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

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check