D.V. SURESH CFPCM
Having an experience of over 35 years, it has been a very fulfilling, learning and enriching experience in the last 2 decades, to see our clients achieve what they dreamt and desired and reach financial freedom.
The journey has helped achieve many mile stones such as Award in Financial Planning from The Chartered Insurance Institute - London (CII-UK), COT-MDRT (USA), CFPCM
Is associated with professional organisations, namely:
Executive Committee Member-APIFA-Hyderabad,
Associate-IFA Galaxy, Chennai
The practical experience with clients has helped pen a few articles in the general interest of the public and financial services fraternity. Has Co-authored the book “Stay Hungry Stay Bullish”.
Have always enjoyed educating clients in their taking wise decisions on their financial matters.
Whether it is a human or a business entity, both require SOUND FINANCIAL HEALTH. Only then does the LIFE be meaningful and the BUSINESS successful.
CA, CFPCM, B.Com (A&F)
Rahul was admitted as a Chartered Accountant in September 2012 and went on to complete his Certified Financial Planning course in the same year and received his certification. He has over a decade of experience working in large and medium size professional service firms.
Having initially started his career in the audit division of KPMG in 2010, he followed his goal of working with private individuals by requesting a transfer to the tax division.
In February 2015, Rahul joined PriceWaterhouseCoopers, Dubai to gain exposure of working with clients of numerous nationalities and backgrounds.
Rahul is a very committed person who enjoys meeting new people and helping them come up with solutions to their financial challenges and business models.
His role is one of a ‘trusted advisor’ for his clients who benefit from his integrated, hands-on approach to wealth management. Rahul is also intent on ensuring clients are kept up to date and are fully aware of what options are available to them so they may make informed choices about their wealth.
Rahul helps DVS Associates Pvt Ltd as an external Advisor.
B.Com (A&F), CFPCM
Surjita joined the team in February 2013, following 2 years with DVS Consulting. During her years working as an Associate Financial Planner (AFP) under the guidance of Senior Financial Planners, Surjita built on her knowledge from her studies and gained the experience of assisting in all aspects of client financial goal achievement process. Having attained the necessary qualifications and experience as an AFP. Surjita continues to feel passionate about delivering a high-quality service and developing new strategies to ensure her clients’ financial well-being.
Surjita completed a Bachelor of Commerce degree majoring in Finance and Accounting at IGNOU and then continued to complete Certified Financial Planner course successfully gaining the designation of a CFPCM. certified by the Financial Planning Standards Board-USA. She has successfully completed the Chartered Accountancy- IPCC by Institute of Chartered Accountants of India.
She is currently the Director at DVS Associates Pvt Ltd.