Mr. Alok Surana is having 10 years of experience in Financial Services Sector. He offers technology based services for his clients to effectively monitor their portfolio and help them reach their financial goals. He provides solution for insurance and investment needs. His focus is at being the most reliable, prompt and efficient provider of financial and insurance services. He and his team endeavor to be one stop financial supermarket and to be of immense help to our investors and provide help regarding taxation, retirement planning, wealth creation and insurance management. He is an AMFI qualified distributor.
He updates his investors with various tips, mutual fund news, declared dividends & New Fund Offers (NFO’s) . To subscribe for these services you may contact us on our website.
Certificates
Why Choose Us?
We are having more than a decade of experience in Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavor to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Solution retirement planning, wealth creation and insurance management.
Dedicated Wealth Coaches
We believe that no computer can understand your financial needs as good as Dedicated Wealth Coaches.
Face to Face Relationship
We don’t hide behind call centers. You can expect on-demand meetings and calls from your Wealth Coaches.
Transparency
While SEBI regulates us so that the investors are protected in every possible way, we also make sure that our relationships go beyond what we are regulated to do.
Intelligent Investing
We help you select a few funds according to your risk appetite in different asset classes out of over 9000 funds from Indian Mutual Fund universe is a difficult task.
