Surjeet Kapoor

Jaunpur based advisor

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Surjeet hails from a small town called Jaunpur from Eastern UP. He started his career in 1988 & today he holds 70% of Jaunpur market share with AUM of more than Rs. 65 crore in mutual funds. His portfolio comprises 1,700 live SIPs & more than 1,000 clients. His entire client base is retail and he ensures that he manages his clients himself without any office setup. With his strong conviction and passion for making client's retirement comfortable he has made significant headways in the retirement space even in a market like Jaunpur. He is B.Com graduate.

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