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Surjita Suresh | DVS Associates Private Limited | HyderabadSurjita Suresh | DVS Associates Private Limited | Hyderabad

Surjita Suresh

DVS Associates Private Limited•Hyderabad,TS
Defence Colony Sainikpuri ,
Hyderabad, TS, 500094
Defence Colony Sainikpuri , Hyderabad, TS, 500094
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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