Surajit Das
Vivek Financial Services•Hooghly,WB
UTTARAN COMPLEX Flat.A2; 116/3/27 Indira Gandhi Road, Konnagar,
Hooghly, WB, 712235
UTTARAN COMPLEX Flat.A2; 116/3/27 Indira Gandhi Road, Konnagar, Hooghly, WB, 712235
Practice at a glance
24
Years of Experience
100
Families Served
₹60
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
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
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Organize Financials
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Surajit Das.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review