Sunil Lala, Cfp

Sunil Lala, Cfp Email and Phone Number

Founder and CEO @ SL Wealth Solutions
Mumbai, MH, IN
Sunil Lala, Cfp's Location
Mumbai, Maharashtra, India, India
Sunil Lala, Cfp's Contact Details

Sunil Lala, Cfp personal email

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.

Sunil Lala, Cfp's Current Company Details
SL Wealth Solutions

Sl Wealth Solutions

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Founder and CEO
Mumbai, MH, IN
Sunil Lala, Cfp Work Experience Details
  • Sl Wealth Solutions
    Founder And Ceo
    Sl Wealth Solutions
    Mumbai, Mh, In
  • Sl Wealth
    Founder And Ceo
    Sl Wealth Jan 2001 - Present
    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
  • Bank Of India
    Banker
    Bank Of India Jul 1982 - Dec 2000
    Mumbai, Maharashtra, In

Sunil Lala, Cfp Skills

Business Strategy Team Leadership Customer Service Product Management Management Strategy For Financial Planning Investment Process Life Insurance General Insurance Asset Allocation Investment Banking Insurance

Sunil Lala, Cfp Education Details

  • Fpsb - Financial Planning Standards Board India
    Fpsb - Financial Planning Standards Board India
    Certified Financial Planner
  • Vikram University, Ujjain
    Vikram University, Ujjain
    Bachelor Of Laws - Llb
  • Vikram University, Ujjain
    Vikram University, Ujjain
    Mathematics

Frequently Asked Questions about Sunil Lala, Cfp

What company does Sunil Lala, Cfp work for?

Sunil Lala, Cfp works for Sl Wealth Solutions

What is Sunil Lala, Cfp's role at the current company?

Sunil Lala, Cfp's current role is Founder and CEO.

What is Sunil Lala, Cfp's email address?

Sunil Lala, Cfp's email address is sk****@****ail.com

What schools did Sunil Lala, Cfp attend?

Sunil Lala, Cfp attended Fpsb - Financial Planning Standards Board India, Vikram University, Ujjain, Vikram University, Ujjain.

What are some of Sunil Lala, Cfp's interests?

Sunil Lala, Cfp has interest in Tracking Markets.

What skills is Sunil Lala, Cfp known for?

Sunil Lala, Cfp has skills like Business Strategy, Team Leadership, Customer Service, Product Management, Management, Strategy For Financial Planning, Investment Process, Life Insurance, General Insurance, Asset Allocation, Investment Banking, Insurance.

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