Varun Lala

Personal wealth management | IIM Indore | Chartered Accountant

Role
Investment Advisor at Sl Wealth Solutions
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Varun Lala

Personal wealth manager, currently working with my family office dealing in wealth advisory and product distribution leveraging my skills and helping clients create generational wealth via disciplined investing. I have completed my MBA from IIM Indore during the term 2022-24 and I am a Chartered Accountant by educational qualifications.

Experience

  1. Investment Advisor

    Sl Wealth Solutions

    Oct 2024 — Present · Mumbai, IN

    I work with individuals, families, and professionals to simplify and strengthen their financial lives through goal-oriented investment and advisory solutions.At SL Wealth Solutions—a boutique wealth advisory firm—I focus on:1. Mutual fund distribution tailored to client needs2. Tax planning and filing support3. Health and term insurance advisory4. Loan and liability structuring5. Long-term financial goal mappingBacked by SEBI registration and decades of trust, our team combines research-backed insights with a deeply personal approach to wealth management. My role is to guide clients through market complexities and help them make informed, confident financial decisions.

Education

  • Emlyon Business School

    MSc in Management (Student Exchange)

    2023 — 2023

  • Indian Institute of Management, Indore

    Master of Business Administration - MBA

    2022 — 2024

  • The Institute of Chartered Accountants of India

    Chartered Accountant

    2016 — 2021

  • H.R. College Of Commerce & Economics

    Bachelor of Commerce

    2016 — 2019

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Varun Lala — Investment Advisor at Sl Wealth Solutions in Mumbai, MH, IN | Unifers