Sunil Lala, Cfp
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Sunil Lala, Cfp Email & Phone Number

Founder and CEO at SL Wealth Solutions
Location: Mumbai, Maharashtra, India 4 work roles 3 schools
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Current company
Role
Founder and CEO
Location
Mumbai, Maharashtra, India

Who is Sunil Lala, Cfp? Overview

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Sunil Lala, Cfp is listed as Founder and CEO at SL Wealth Solutions, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sunil Lala, Cfp.

Sunil Lala, Cfp previously worked as Founder and CEO at Sl Wealth and Banker at Bank Of India. Sunil Lala, Cfp holds Certified Financial Planner from Fpsb - Financial Planning Standards Board India.

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Email format at SL Wealth Solutions

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SL Wealth Solutions

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Profile bio

About Sunil Lala, Cfp

Hello, I’m Sunil Lala, the founder of SL Wealth. Our mission at SL Wealth is to empower families, individuals, and corporate clients to achieve their financial goals through enhanced money management strategies. With a firm belief in putting our clients’ interests first, we are committed to fostering generational wealth through disciplined investing.Equipped with deep analytical abilities and extensive experience in the financial markets, we pride ourselves on our robust approach to investment management. Currently, we manage assets totaling ₹500 Cr., and our dedicated team works tirelessly to help our clients realize their financial aspirations.At SL Wealth, we specialize in personal financial services, focusing on strategic investments in India’s premier asset class: the equity markets, primarily through mutual funds. As a Certified Financial Planner with a background in equity markets and investment management, I hold a Bachelor of Science and an LLB. This diverse educational foundation enables me to approach financial planning with both analytical rigor and a holistic perspective.

Listed skills include Business Strategy, Team Leadership, Customer Service, Product Management, and 8 others.

Current workplace

Sunil Lala, Cfp's current company

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SL Wealth Solutions
Sl Wealth Solutions
Founder and CEO
Mumbai, MH, IN
AeroLeads page
4 roles

Sunil Lala, Cfp work experience

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Role listed

Sl Wealth Solutions

Founder And Ceo

Sl Wealth

SL Wealth is here to help families, individuals, and corporates reach their financial goals by improving the way they manage their money. Equipped with deep analytical abilities and years of experience in the financial markets, we at SL Wealth believe in putting the client’s interests first to help create generational wealth via disciplined investing.With an Asset under Management (AUM) of ₹500 Cr., SL Wealth is dedicated to assisting our clients in achieving their financial aspirations. We specialize in personal financial services, ensuring that our clients' financial goals are meticulously met through strategic investments in the country's premier asset class, the equity markets, primarily via mutual funds

Banker

Mumbai, Maharashtra, In

Jul 1982 - Dec 2000
3 education records

Sunil Lala, Cfp education

Certified Financial Planner

Fpsb - Financial Planning Standards Board India

Bachelor Of Laws - Llb

Vikram University, Ujjain

Bachelor Of Science - Bs, Mathematics

Vikram University, Ujjain
FAQ

Frequently asked questions about Sunil Lala, Cfp

Quick answers generated from the profile data available on this page.

What company does Sunil Lala, Cfp work for?

Sunil Lala, Cfp works for SL Wealth Solutions.

What is Sunil Lala, Cfp's role at SL Wealth Solutions?

Sunil Lala, Cfp is listed as Founder and CEO at SL Wealth Solutions.

Where is Sunil Lala, Cfp based?

Sunil Lala, Cfp is based in Mumbai, Maharashtra, India while working with SL Wealth Solutions.

What companies has Sunil Lala, Cfp worked for?

Sunil Lala, Cfp has worked for Sl Wealth Solutions, Sl Wealth, and Bank Of India.

How can I contact Sunil Lala, Cfp?

You can use AeroLeads to view verified contact signals for Sunil Lala, Cfp at SL Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did Sunil Lala, Cfp attend?

Sunil Lala, Cfp holds Certified Financial Planner from Fpsb - Financial Planning Standards Board India.

What skills is Sunil Lala, Cfp known for?

Sunil Lala, Cfp is listed with skills including Business Strategy, Team Leadership, Customer Service, Product Management, Management, Strategy For Financial Planning, Investment Process, and Life Insurance.

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