Amit Suri

Amit Suri Email and Phone Number

Financial Growth Strategist | Top 1% Mutual Fund Distributor Across Bharat | Helped More than 2000+ Families to achieve their Financial Goals | I specialise in simplifying financial management for clients @ Financial Planning Standards Board of India
bombay, maharashtra, india
Amit Suri's Location
New Delhi, Delhi, India, India
Amit Suri's Contact Details

Amit Suri work email

Amit Suri personal email

About Amit Suri

My interest lies in the best interest of my clients!My mission is to be the one-stop solution for my clients and I strive to become their most preferred Financial Advisor.Yes, income is indeed desirable but it is not our sole motive. Instead, the aim is to add value and meaning to the lives of our clients. We believe that if we are able to accomplish that, earning is a definite byproduct of the game.To be honest, I never thought I would be here today! As a youngster, I loved traveling. So, I thought of fusing my passion with my profession. I did a three-day course about how to start your own travel agency—but those three days made me realize that I did not have adequate financial and other resources to go ahead.The next was to be a coder as I had done a couple of courses in Computers and Coding. But it didn’t seem to be going as desired either.While I was still finding my way, my father retired from a non-pensionable Banking job. Post-retirement he continued offering financial services to his connections in his own ways. Growing up I had seen him working hard. So once of age, I started driving him to and fro for his visits, and invariably every time he took me along to meet his clients. Almost inadvertently I became a part of their discussions on financial matters and in no time we started receiving calls from his clients asking for my financial advice!It all started in good faith. With increasing solicitation, I felt the need to have a workplace and converted about 70 Sq Ft of our house into an office. I soon fell short on space. So much so, that within the next 4 yrs I had to expand my office to a good 500 Sq Ft area.Then there was no looking back!The Financial Industry started growing and I took courses and voluntary exams to keep updated.In the last few years,Our Company AUM Wealth has been adjudged as among the top 1% MF distributors across the countryWe have helped over 2000+ families achieve their financial goalsI’ve been a regular columnist in Newspapers like the Economic Times, Times of India, Navbharat Times, and Business StandardI have appeared in the famous Talk Show - Let’s Talk Money, on NDTV IndiaAnd today I amAn award-winning Certified Financial Planner from the Financial Planning Standards Board, USA A Life Planner from Kinder Institute of Life Planning, USAAn Author of soon to be released ‘Riches Revealed: Strategies for Wealth Mastery’And just last year I finished my MBA in Finance with the sole purpose of serving our clients to our best!

Amit Suri's Current Company Details
Financial Planning Standards Board of India

Financial Planning Standards Board Of India

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Financial Growth Strategist | Top 1% Mutual Fund Distributor Across Bharat | Helped More than 2000+ Families to achieve their Financial Goals | I specialise in simplifying financial management for clients
bombay, maharashtra, india
Website:
fpsbindia.org
Employees:
12
Amit Suri Work Experience Details
  • Aum Wealth P Ltd
    Director & Ceo
    Aum Wealth P Ltd Aug 2015 - Present
    New Delhi Area, India
    -Award Winning Certified Financial Planner from Financial Planning Standard Boards, USA-Life Planner from Kinder Institute of Life Planning USA-Top 1% Top 1% Mutual Fund Distributor Across Bharat-Managing 450+ Crores of 600 Families at Present.-Appeared Let's Talk Money in NDTV India
  • Financial Planning Standards Board Of India
    Cfp
    Financial Planning Standards Board Of India 2006 - Present
    New Delhi Area, India
  • Financial Planning Standards Board Of India
    Cfp
    Financial Planning Standards Board Of India 2006 - 2010
  • Aum Financial Planner
    Founder And Ceo
    Aum Financial Planner Jan 2000 - Aug 2015
    Punjabi Bagh
  • Icici Prudential Amc Ltd
    Agency Manager
    Icici Prudential Amc Ltd 1999 - 2010
  • Life Insurance Corporation Of India
    Life Insurance Specialist
    Life Insurance Corporation Of India 1995 - 2010

Amit Suri Skills

Financial Planning Investments Portfolio Management Wealth Management Team Management Mutual Funds Relationship Management Investment Advisory Insurance

Amit Suri Education Details

Frequently Asked Questions about Amit Suri

What company does Amit Suri work for?

Amit Suri works for Financial Planning Standards Board Of India

What is Amit Suri's role at the current company?

Amit Suri's current role is Financial Growth Strategist | Top 1% Mutual Fund Distributor Across Bharat | Helped More than 2000+ Families to achieve their Financial Goals | I specialise in simplifying financial management for clients.

What is Amit Suri's email address?

Amit Suri's email address is am****@****ail.com

What schools did Amit Suri attend?

Amit Suri attended Chitkara University, Fpsb.

What skills is Amit Suri known for?

Amit Suri has skills like Financial Planning, Investments, Portfolio Management, Wealth Management, Team Management, Mutual Funds, Relationship Management, Investment Advisory, Insurance.

Who are Amit Suri's colleagues?

Amit Suri's colleagues are Ajay Sutar, Bindiya Shewkani, Swati Gupta, Ms Khursheed Azmi, Neha Mordani, Mahesh Jadhav.

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