Suraj Paul
Finance Coach | AMFI Registered MFD | CFGP | Financial Advisor | BNI Member | Founder | Corporate Trainer
- Role
- Founder at GMD ThriveX
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Suraj Paul
I\'m your financial consultant, bringing over seven years of expertise to the table. I\'ve got the qualifications to back it up – I\'m a Chartered Accountant (CA) Finalist, have a Master\'s degree in Commerce (M.COM), and hold a Bachelor\'s in Education (B.ED). Back in 2012, I graduated in Insurance from Delhi University, setting the foundation for my financial journey.Beyond numbers and spreadsheets, I bring a vibrant and energetic approach to my work. Honesty is at the core of my professional values. On a personal note, I\'m not just about finances; I\'m a deeply spiritual individual. Let\'s navigate the financial journey together with a blend of expertise, energy, and integrity!
Experience
Founder
Sep 2017 — Present
Key Responsibilities:Lead all strategic, operational, and client service aspects of GMD Financial Services.Provide expert guidance in insurance planning (life, health, motor, general) and investment advisory (mutual funds, SIPs, tax-saving instruments).Assist clients with insurance claims filing, tracking, documentation, and dispute resolution to ensure maximum claim success.Design and implement customized financial plans focused on wealth creation, retirement, tax efficiency, and risk management.Monitor changing market trends and regulatory frameworks (IRDAI, SEBI, etc.) to ensure compliant and effective advice.Train and mentor a small team of advisors and support staff to deliver high-quality client service.Organize financial literacy workshops and outreach programs to educate clients about smart financial habits.Achievements:Successfully helped hundreds of clients secure claims and achieve their financial milestones.Built a strong referral-based client network through dedicated service and long-term relationship building.Recognized locally for trusted advisory in insurance and investments.
Education
College Of Vocational Studies
Bachelor of Arts - BA, Insurance
Rajkiya Pratibha Vikas Vidyalaya, Lajpat nagar
CA(finalist), Accounting and Finance
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