Tejas Lakhani - Life Insurance Agents
Member since Jul 28, 2023
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About Me
Wealth Advisor for C suite executive, ex-PwC, ex-ACC
About Work Experience
Currently Wealth Advisor and CFO at Fincare Services: Advising investors (HNI and C-executives) on building, maintaining and preserving wealth. Also, CFO function for
Worked with ACC Limited and PwC as International Tax Expert managing Multinational Clients.
Experience & Qualification
Qualification
CA
Experience as an Advisor
10 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Chartered Accountants
Share Trading & Demat
Portfolio Management Schemes
IPOs, Bonds & NCDs
Financial Education Providers
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Tejas
303, The Platinum Mall, Jawahar Road,
Near BMC N Ward, Ghatkopar East,
Ghatkopar East,
Mumbai,
Maharashtra, 400077
LICENSE
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Mutual Fund -
ARN No.
162330 - Validity -
01-01-2050
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