Hello, I’m Suraj, a dedicated Wealth Manager at Bajaj Capital specializing in Mutual Fund investments aimed at capital appreciation. With a strong background in Retirement Planning, Risk Management, and Insurance Planning, I’m passionate about guiding my clients toward their financial goals with confidence.🔍 My Approach: I believe that financial success is built on quality service, strategic planning, and personalized advice. I focus on creating value for my clients by understanding their unique needs and crafting tailored investment solutions that maximize returns while managing risks and maintaining liquidity.📈 What I Do:Mutual Fund Specialist: I help clients identify high-growth mutual funds that align with their risk profile and financial aspirations.Retirement Planning: I guide clients in building a secure and comfortable retirement, ensuring they enjoy peace of mind in their golden years.Risk & Insurance Planning: I provide insights on protecting wealth through effective risk and insurance strategies, safeguarding what matters most.Portfolio Management: I assist in creating diversified portfolios, helping clients make informed decisions to achieve consistent growth and stability.🤝 Why Work With Me?Personalized financial strategies designed to meet your unique needsIn-depth market insights and proactive risk managementTransparent communication and a commitment to quality serviceA partner in your financial journey who prioritizes your success🌐 Let’s Connect: Whether you’re planning for retirement, looking to grow your wealth, or seeking guidance on risk management, I’m here to help. Let’s work together to build a future that meets your financial goals!
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Data AnalystNestasiaKolkata, Wb, In -
Wealth OfficerBajaj Capital Ltd Jun 2024 - Nov 2024Dhanbad, Jharkhand, India -
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Suraj Kumar Keshri Education Details
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Finance And Financial Management Services -
Business Administration And Management, Finance -
Financial Modeling And Valuation
Frequently Asked Questions about Suraj Kumar Keshri
What company does Suraj Kumar Keshri work for?
Suraj Kumar Keshri works for Nestasia
What is Suraj Kumar Keshri's role at the current company?
Suraj Kumar Keshri's current role is Data Analyst.
What schools did Suraj Kumar Keshri attend?
Suraj Kumar Keshri attended International College Of Financial Planning, St. Xavier's College (Autonomous), Kolkata, Internshala Trainings.
Who are Suraj Kumar Keshri's colleagues?
Suraj Kumar Keshri's colleagues are Sourabh Nath Sarma, Sanjay Virdi, Aman Mondal, Shaikat Bose, Hira Nisar, Priyanka Shrivastava, Shubh Kunwar.
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SURAJ KUMAR KESHRI
I Am A Ca Inter Student With A Strong Passion For The Finance Industry, Particularly In The Realms Of Private Equity And Venture Capital.Delhi, India -
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