About Us
About Myself
Mr. Akshay Kumar who is a certified Mutual Fund’s distributor, recognized by AMFI (Association of Mutual Fund of India), Advanced Financial Goal Planner (AFGP®) by AAFM (American Academy of Financial Management India) and certified Insurance Consultant by IRDA (Insurance Regulatory Development Authority). In order to suggest various investment avenues as per clients need and wants.
He has over 10years experience in the financial Services Industry. He has a very deep understanding of the distribution practices and its challenges. He makes clients understand with a very simple and jargon free language. And he takes the challenges to make every individual understand that how to use the various investment avenues to fulfill their desired goals with their comfort & started his own venture named Suraksha Wealth in year 2015.
He firmly believes that no two clients are alike & hence take into account their unique situation and risk tolerance to provide recommendations that are truly personalized. He has been completed successfully 4 years in her own venture. Now He is handling with him a team & over 500+ satisfied clients across the country.
About Suraksha Wealth
Suraksha Wealth provides opportunity to achieve your Financial goals. Its deals in Mutual funds, Insurance, Bonds, Fixed Deposits, Debentures, Health Insurance, Life Insurance, Critical Insurance, Personal Accident, Travel Insurance, Motor Insurance & All types of Insurance.
At Suraksha Wealth, we have a strong background support of LIC, Religare Health Insurance, Prudent & Gennext who always providing on time service for our clients. We have a lot of features as online transaction with extended support, mobile apps for your convenience like Fundzbazar, Policyworld, Religare & LIC.
Financial Planning is very important process before any investment & we provide various type of financial planning to our clients which is Quick Financial Planning, Comprehensive Financial Planning, Retirement Planning, Goal Based Planning, Will Preparation.
We organize events for our clients regularly for the knowledge upgradation anybody can come by entereing himself or herself by contact us. We are providing other services also where our client get service of passport services, Behavioral & psychological pattern for your child for his/her future path of life.
