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Vishal Narang | Lakshyaa Financial Services | BengaluruVishal Narang | Lakshyaa Financial Services | Bengaluru

Vishal Narang

Lakshyaa Financial Services•Bengaluru,KA
5 Shanti Avenue Borewell Road Whitefield ,
Bengaluru, KA, 560066
5 Shanti Avenue Borewell Road Whitefield , Bengaluru, KA, 560066
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About

Lakshyaa Financial Services was created with a clear purpose—to empower people to achieve Financial Freedom. We simplify financial lives and make the entire journey confident, meaningful, and fulfilling. We have partnered with reputed AMCs, Insurance Companies, and Banks to offer a wide range of financial solutions. We support individuals and families in the following ways: - Milestone-based suitability analysis across different life stages - Financial coaching to enable informed decisions - Wealth creation and protection solutions as an AMFI-Registered Mutual Fund Distributor - Insurance restructuring and optimization based on detailed risk assessment - Estate and tax planning Loan assistance including Home, Education, and MSME loans

Practice at a glance

2
Years of Experience
30
Families Served
₹20
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives
Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-171579

IRDAI Licensed Insurance Agent (General)

HCG251103321907

IRDAI Licensed Insurance Agent (Life)

HCG251103321907

Education

Formal Education

Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

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 Vishal Narang.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review