Surjita Suresh
DVS Associates Private Limited•Hyderabad
Defence Colony Sainikpuri ,
Hyderabad, 500094
Defence Colony Sainikpuri , Hyderabad, 500094
About
Practice at a glance
13
Years of Experience
360
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:
Language Spoken:
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
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.
Financial Goals Analysis
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review