Amarnath Lal | Finnovators Services Pvt Ltd

About

By background Cost Accountant with total work experience of 35 Years, started my career with Corporate in Commercial areas managed Finance, Accounts, Taxation and Costing. Started working in Financial Services with Life Insurance and over a period of time providing comprehensive personal financial management to clients. Volunteer and faculty at Art of Living for more than 12 Years

Practice at a glance

23

Years of Experience

500

Families Served

₹250

Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees

Language Spoken:Hindi, Marathi, Tamil, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN96139

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

PMS

Complimentary Services

Get any of the free services to experience working with Amarnath Lal.

Financial Goals Analysis