Welcome To Suraj Umarye Financial Services
A reputed name for comprehensive financial guidance and product distribution services
At Suraj Umarye Financial Services our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
We offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
For delivering the best in class service along with the tech savvy mobile app & Login portal for viewing your investments on desktop, we are associated with India’s Largest Financial Distributors; NJ Group. To offer the best in class products, all Mutual Fund Companies in India and more than 25 Insurance Companies are available on our platform.
Our Service
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Product Basket
Fund Manger Interviews
Mr. Rahul Singh
Mr. Murthy Nagarajan
Mr. Harshad Borawake
Mr. Mahendra Kumar Jajoo
Assisting clients in fulfilling their needs.
Latest Article
5 Things to Remember Before Buying Term Life Insurance
Factor-based Funds: Investing with the Power of Data & Algorithms
The Illusion of Diversification: How to Build a Truly Resilient Mutual Fund Portfolio
5 Must-Have Insurance Policies in Your Financial Portfolio
What Our Clients Say
