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Mr. Hitesh Oza, Owner of the company-Basic Investments has a unique vision for his employees and customers that everybody who meets him should have lot of money. He wants to create Wealthy Society where people do not work for money but money work for them.
Mr. Hitesh Oza, Being CFP [Certified Financial Planner] his focus is always on the need of clients and requirements of different financial stages of client’s life cycle. Our 20 years of existence offering a broad range of investment products across asset classes with varying risk parameters that cater to needs of various customer segments, have enabled us to garner trust of over 600+ investors.
Mr. Hitesh Oza is into the field of Finance since last more than 20 years and undergone different kind of high value trainings in his career such as Money Workshop, Landmark Education, Achievement Challenge, Entrepreneur Gurukul [3 years Training], LEAP, Art of LIVING, Time Management, Mind Power, I am The Brand, Professional Selling Skills, 21st Century Agents, Dynamic Yoga & Parenting, Situational Leadership, SSY & Professional Insights, KEY Accounts Management etc.
Mr. Hitesh Oza is a 9 times MDRT and 1 time COT Advisor with Kotak Life Insurance and amongst the best Advisors in the country. He is one of the TOP Consistent performers in Mutual Fund distributor. He is dealing in all kind of financial products such as Life Insurance, PMS, MF, Health Insurance, Bond etc with AUM of around 110+ crores Plus. He is amongst the few best Fee based Certified Financial Planner in the Surat city.
He has been interviewed by Divya Bhaskar News paper & few other media as well. He also selected as a Brand Ambassador of Kotak Life Insurance Life Advisor Recruitment program where ONLY 2 Out of 36000 Life Advisor have been selected. He is a member of Chambers of Commerce,BNI & Progress Alliance of Surat City.
His goal is to support 1000 family to achieve “Financial Freedom” by the way of financial planning by April 2027.
514 - Luxuria Business Hub, B/s.
Audi Show Room, Nr. “Y”
Junction, Dumas Road,
Surat - 395007
+91 9825303520
Basic Investments © 2024
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor | ARN- | Date of initial Registration: | Current validity: