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Sureshkumar Pursnani | Seon Nehru Wealth Managers Of India | MumbaiSureshkumar Pursnani | Seon Nehru Wealth Managers Of India | Mumbai

Sureshkumar Pursnani

Seon Nehru Wealth Managers Of India•Mumbai,MH
G 202 Vicinia Shapoorji Pallonji, Saki Powai Rd. Chandivali, Andheri East, ,
Mumbai, MH, 400072
G 202 Vicinia Shapoorji Pallonji, Saki Powai Rd. Chandivali, Andheri East, , Mumbai, MH, 400072
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About

Sureshkumar Pursnani – Financial Advisor | Actor | Patriot | Politician Sureshkumar Pursnani is a multifaceted professional with over 32 years of experience in the financial services industry. An MBA in Finance from NMIMS, he is a Qualified Personal Finance Professional (QPFP) and an APMI-registered PMS distributor, committed to guiding individuals toward achieving their financial goals through comprehensive financial planning. As a trusted mutual fund and PMS distributor, Sureshkumar specializes in risk profiling, goal-based planning, and rebalancing investment portfolios. He works closely with clients to map their assets, liabilities, and aspirations, offering tailored financial solutions that are free from hidden costs or commission biases. He is associated as a sub-broker with Wealthy.in, promoting active mutual funds with regular portfolio reviews. Beyond finance, Sureshkumar is also an actor with a passion for storytelling, having acted in and produced impactful short films.

Practice at a glance

30
Years of Experience
50
Families Served
₹50
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings: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, Marathi, 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)

PFRDA Registered Retirement Adviser

SEBI Registered Investment Adviser

SEBI Registered Research Analyst

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Sureshkumar Pursnani.

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