Alok J. Surana
Trade N Earn
Pune
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Services Offered
- Retirement Consultancy
- Basic Financial Consultancy
- Investment Management Consultancy
Experience Level : 10+ years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Stock Broking
Education Level : Post Graduate
Experience Level : 10+ years
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Retirement Consultancy
- Basic Financial Consultancy
- Investment Management Consultancy
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Stock Broking