Lalit Temkar | Finvestonomics

About

Masters degree in Management Studies specializing in Finance from the University of Mumbai. Over 10 years of experience employed with Top asset managers like ICICI Pru AMC, HDFC AMC and Nippon India Mutual Fund and 2 years of own practice as an independent personal finance professional.

Practice at a glance

2

Years of Experience

30

Families Served

₹25

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:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BBA – Bachelor of Business Administration

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

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 Lalit Temkar.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

Retirement Readiness Check