Navnit Modi

Surat Commercial

Wealth Advisory Firm

Service Location

Surat

Professional Licenses

FPSB

#IN150910

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

3rd Floor, G-2-35, SAMIR, Muktanand Nagar, Near Gujarat Gas Circle, Adajan, Surat - 395009, Gujarat, INDIA.

Website

https://suratcommercial.com/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Navnit Modi

Meet Navnit Modi, a distinguished financial planner with a remarkable career in wealth management. Navnit is an integral part of Surat Commercial Pvt Ltd (SURCOM), a prestigious financial planning company. Established in 1945 by Late Shri Kanaiyalal H Modi, a well-known social worker, SURCOM has a rich legacy. In 1980, after his father's sad demise, Mr. Sunil Modi assumed leadership and management responsibilities. Today, Navnit Modi, along with his brothers, Mr. Gopal Modi and Mr. Govind Modi, continues the legacy, offering a wide range of services to customers.

As a commerce graduate and a Certified Financial Planner, Navnit Modi possesses over two decades of invaluable experience in the wealth management industry. He is widely recognized for his unwavering commitment to providing professional advice that stems from a clear and strategic vision. His expertise is a testament to his dedication to assisting clients in achieving their financial goals.

At SURCOM, the mission is clear: to deliver reliable, timely, and value-added solutions that empower clients to realize their objectives. The team at SURCOM is committed to exceeding expectations in every facet of their work. Navnit Modi's leadership and financial acumen have played a significant role in achieving this mission.

Navnit Modi's journey as a financial planner is deeply intertwined with the legacy of SURCOM. He follows in the footsteps of his father, Mr. Sunil Modi, and his grandfather who founded the company in Surat, Gujarat. Navnit's pursuit of excellence and commitment to providing professional advice make him a trusted name in the world of wealth management.

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