Keyur surti

T B Sanatorium, Vadodara - 390021

Rating

Rating

72

Profile Visits

1945

Views

My self Keyur Surti i am a financial advisor, I have done my graduation from M.s.University and C.M.A ( Cost Management Account ) from vadodara. My motive is to give real financial services to clients.

I have total 5+ years plus experience in financial advisory.


Experience & Qualifications

 

Qualification

C. M. A

 

Experience as an advisor

5 Years 4 Months

 

Total work experience

5 Years 4 Months


Service & Advisory Offered

  • Life Insurance
  • Health Insurance
  • Mutual Funds
  • Fixed Deposits
  • Tax Planning Services
  • Financial Planning
  • Investment Planning
  • Business Insurance
  • Home Insurance
  • Personal Loans
  • Motor Insurance
  • Travel Insurance
  • Corporate FD
  • Car Loan

Affliation & Awards

 

• AEGIS WEALTH MANAGEMENT

 

• Abhishek award from ADITYA BIRLA company

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