Surjita Suresh | DVS Associates Private Limited

About

Investment Strategist at DVS Associates Private Limited. A Certified Financial Professional and a Qualified Personal Finance Professional. AMFI registered Mutual Fund Distributor and a AMFI registered SIF Distributor. Based out of Hyderabad, Telangana; serving clients across the globe.

Practice at a glance

13

Years of Experience

484

Families Served

₹185

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:Young Professionals, NRI / OCI, Women Investors, HNI Families

Language Spoken:Hindi, Telugu, Tamil, Kannada, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

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

Financial Goals Analysis

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review