Suraj Rathva

Sarvottam Wealthnetwork Private Limited

Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner

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Suraj Rathva

M.A., B.Ed., IRDA & NISM Series V-A Certified
Senior Relationship Manager
Mutual Fund Specialist

  • Suraj Rathva
    (M.A., B.Ed., IRDA & NISM Series V-A Certified)
    Relationship Manager – Mutual Fund Specialist

    Suraj Rathva is an accomplished financial services professional with a Master of Arts and a Bachelor of Education, both completed in April 2007. Alongside academic excellence, he brings strong technical skills in Microsoft Word and holds certifications from IRDA and NISM Series V-A, validating his expertise in insurance advisory and mutual fund distribution.

    With significant experience as a Relationship Manager, Suraj has consistently nurtured and strengthened client relationships, aligning investor needs with the most suitable mutual fund solutions. His strength lies in understanding each client’s unique financial goals and crafting personalized investment strategies that deliver results.

    He is adept at handling the full spectrum of mutual fund schemes—be it equity, debt, hybrid, or tax-saving—and manages both financial and non-financial transactions with accuracy and efficiency. Suraj is recognized for his clear communication, sharp subject knowledge, and a client-first approach, making him a trusted advisor in the wealth creation journey.

    Currently, Suraj is channeling his passion and experience into his role at Sarvottam Wealthnetwork Private Limited, where he aims to contribute meaningfully to client satisfaction, long-term relationship building, and organizational success.

    📧 Contact: suraj.grip@gmail.com