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Inder Mohan Singh  Lonial | undefined | undefinedInder Mohan Singh  Lonial | undefined | undefined

Inder Mohan Singh Lonial

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About

I am a seasoned Personal Finance Professional based in Delhi, with over 24 years of comprehensive experience in Life Insurance, Health Insurance, and Mutual Funds. With a deep-rooted expertise in financial protection, I specialize in guiding individuals towards achieving the optimal balance of financial security and growth. Through need-based solutions and meticulous goal planning, I empower my clients to attain the right amount of financial stability at the right time. I am committed to providing personalized financial guidance that aligns with each client's unique aspirations and circumstances, ensuring a secure and prosperous financial future.

Practice at a glance

24
Years of Experience
175
Families Served
₹11
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Inder Mohan Singh Lonial.

Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review