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
8
Years of Experience
25
Families Served
₹7
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2
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