Lamar Wealth Solutions - Certified Financial Planner (CFP) Distributors
Member since Oct 1, 2022
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About Me
I run my own advisory firm Lamar Wealth Solutions Where we are taking care of *Free Consult* for the Complete Financial Solutions under Wealth Management.
Please find the below Services for **Free Consult** we are taking care of.
*Our Services*
# Cash Flow Management
# Child Planning
# Retirement Planning
#Tax efficient Investments
#360-degree Financial Assessments
# Claims Assistance
*Investment Products*
# Mutual Fund (Investment in any Schemes)
# ELSS Schemes for Tax Savings
# Capital Gain Bonds (REC, NHAI, PFC, IRFC) under 54EC Income TaxAct
# Company FD
# Tax Saving Bonds
**Products (Insurance Plans*)
# Pension Plan
# Children Plan
# Health Insurance Plan
# Term Insurance Plan
# Tax Savings Plan
# Motor Insurance
# Property Insurance
# Travel Insurance
# Marine Insurance
About Work Experience
bring financial success and smiles to our clients through ethical practices and transparency in all our endeavors and turn their investment into a delightful experience and expertise of having handled some of the most complex insurance solutions both in the policy domain and claims management.
Experience & Qualification
Qualification
POST GRUDATES IN FINANCE
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Pan Service Providers
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Lamar Wealth Solutions
Shop No. 119, First Floor, Raksha Addela Mart,
Greater Noida West Road, Gaur City 2,
Noida,
Gautam Buddha Nagar,
Uttar Pradesh, 201301
LICENSE
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Mutual Fund -
ARN No.
192262 - Validity -
31-12-2025
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