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Suraj Umarye Financial Services

Financial ServicesNorth Goa

Expert financial guidance and tailored investment solutions in North Goa

+918412094638WhatsAppWebsite

About Suraj Umarye Financial Services

Suraj Umarye Financial Services is a financial advisory and product distribution firm based in North Goa. Established in 2020, the firm offers comprehensive wealth management, mutual funds, insurance, and retirement planning solutions to help clients achieve their financial goals through professional, unbiased advice and digital platforms.

Certified wealth manager, mutual fund, and insurance consultantsAssociated with India's largest financial distributors, the NJ GroupCustomized guidance across mutual funds, insurance, loans, and taxesSecure digital access through the NJ E-Wealth Account and Client DeskExpert team led by founder Mr. Suraj Umarye and product head Mrs. Smita Sahasrabuddhe

Services and products

  • Mutual Funds
  • Equity and ETFs
  • NPS (National Pension System)
  • PMS (Portfolio Management Services)
  • Loan against Mutual Fund
  • Insurance
  • NJ Recommended MF Portfolio
  • Client Desk
  • NJ E-Wealth Account

Business details

Category
Financial Services
Address
70/C Near Vathadev temple, Bhatwadi Vathadev
Pincode
403529
Phone
+918412094638
Email
surajumarye15@outlook.com
Established
2020

Frequently asked questions

What is the primary mission of Suraj Umarye Financial Services?

The mission of Suraj Umarye Financial Services is to provide clients with the best solutions in wealth creation and wealth management through simple, unbiased, and uncluttered professional advice.

Who founded Suraj Umarye Financial Services and what is his background?

The firm is founded by Mr. Suraj Umarye, an MBA who previously worked with the NJ Group and has experience in training financial advisors on financial planning and handling client portfolios.

What digital platforms do clients of Suraj Umarye Financial Services use for transactions?

Clients can use the NJ E-Wealth Account to execute error-free transactions via a mobile application, online trading desk, phone, or offline instructions.

What is the NJ Recommended MF Portfolio offered by Suraj Umarye Financial Services?

It is a curated basket of mutual fund schemes tailored to specific investment needs, risk profiles, and asset allocation strategies to simplify the investment process.

Which regulatory bodies recognize the consultants at Suraj Umarye Financial Services?

The consultants are recognized by the National Stock Exchange (NSE), the Association of Mutual Funds in India (AMFI), and the Insurance Regulatory and Development Authority of India (IRDAI).

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