Suresh Lohar
Founder & Head - Financial Planning at SL Wealth
- Role
- Head of Financial Planning at Sl Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Head of Financial Planning
Jun 2010 — Present
Suresh Lohar, who developed a keen interest in tracking and understanding of financial markets, macroeconomic concepts right from his teens, decided to pursue a career in the finance space right from the beginning. After Completing his MBA Finance, starting something on his own was always on his radar, and it finally materialised in 2015, when he started SL WEALTH, his venture which helps clients to attain financial well-being.In an industry where miss-selling, unfortunately, is a common phenomenon, and mutual funds are sold as just products without keeping the bigger picture in mind, Suresh set out to create a differentiation. He set an example and demonstrated that financial advice has to be selfless and attaining client’s goals has to be given the utmost importance. More than 600 clients are investing their trust with us since 2015. We continue the legacy of growth and commitment in providing right funds for your needs. Our relations with our existing clients has made us a synonymist of Success and Confidence. We welcome you to the prospering SL WEALTH Family!
Education
MFM
Banking & Insurance( Mumbai University), Commerce
Mumbai University Mumbai
Bachelor of Laws - LLB
Skills
- Mortgage Lending
- Portfolio Management
- Banking
- Investments
- Business Strategy
- Finance
- Relationship Management
- Retirement Planning
- Mis
- Strategic Financial Planning
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