Suresh Puri QPFP

The Success Point Wealth Seed LLP•Nawanshahr,PB

Financial Services & Instant Insurance Hub, 3-A, Near Harmesh watch co., Garhshankar Raod, Banga,

Nawanshahr, PB, 144505

Financial Services & Instant Insurance Hub, 3-A, Near Harmesh watch co., Garhshankar Raod, Banga, Nawanshahr, PB, 144505

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About

Hi, I’m Suresh Puri, Founder of The Success Point Wealth Seed LLP. Choosing the right insurance, mutual fund, or financial product can be confusing—but that’s where we come in. We help you compare options, understand the benefits, and make smart, confident decisions. Let’s simplify your finances and secure your future—the smart way.

Practice at a glance

Years of Experience

700

Families Served

₹42

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff

Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

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

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Loan Against Securities

Complimentary Services

Get any of the free services to experience working with Suresh Puri QPFP.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment