Amarnath Lal
Insurance Advisor @Axis Max Life Insurance Limited
Pune, MH, IN
EMAILS
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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