Leela Thomas
L T WEALTH•Mumbai,MH
H1/503A,RIDDHI GARDENS ,FILM CITY ROAD, MALAD EAST,
Mumbai, MH, 400097
H1/503A,RIDDHI GARDENS ,FILM CITY ROAD, MALAD EAST, Mumbai, MH, 400097
About
Practice at a glance
23
Years of Experience
300
Families Served
₹90
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Salaried Executives
Language Spoken:Hindi, Marathi, Malayalam, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BSc – Bachelor of Science, BTech – Bachelor of Technology
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
AIF
Complimentary Services
Get any of the free services to experience working with Leela Thomas.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check