Sumit Motwani
S. M. Securities•Rajkot,GJ
S M SECURITIES, 518 - RK WORLD TOWER, 150 FT RING ROAD,
Rajkot, GJ, 360007
S M SECURITIES, 518 - RK WORLD TOWER, 150 FT RING ROAD, Rajkot, GJ, 360007
About
Practice at a glance
9
Years of Experience
120
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Salaried Executives, Government Staff
Language Spoken:Hindi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Sumit Motwani.
30 Minute Q&A — Ask Me Anything
Mutual Fund Portfolio Review
Stocks Portfolio Review