Amarnath Lal

Insurance Advisor @Axis Max Life Insurance Limited

Pune, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2002 — Present

Insurance Advisor @Axis Max Life Insurance Limited

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Pune, IN

Working as an Independent Advisor for providing value added services to individuals. Had started as an Insurance Advisor and Mutual fund distributor and also providing distribution of other financial products with Income Tax compliance.

EDUCATION

1991

ICWAI

Associate Member of Cost & Management accountants of India

1986 — 1991

Ness Wadia College of Commerce, Pune

B.com/M.Com.

2009

FPSB

Certified Financial Planner

SKILLS

InvestmentsRestructuring of Portfolio.Expertise in Personal Financial Planning.Portfolio ManagementPersonal Financial PlanningFinanceRestructuringAccountingProtection and Contingency Planning.Asset Allocation.ProtectionReview of Investments Periodically.Asset AllocationMutual FundsRisk Management

ABOUT AMARNATH LAL

Director at Finnovators Services Pvt Ltd

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Amarnath Lal — Insurance Advisor at Axis Max Life Insurance Limited in Pune, MH, IN | Unifers