LM Financial & Management Consultants incorporated in 2002.
We are team of professionals having expertise in sales and services of various financial related products, Our organization deals in various insurance products such as Life Insurance, General Insurance including i.e. Overseas Insurance, Medical Insurance, Car Insurance, Home and Shop Insurance. We also deal in sale & services of Corporate & GOI & RBI Bonds, Corporate Bonds, FDs & NCDs, IPOs, Mutual Funds, PMS (Portfolio management Service) , Loans & Real Estate Products.
To create wealth and provide financial protection of our each and every customer associated with us.We do need based sales in a planned manner by doing financial planning for the individual and all dependent family members. Also do asset allocation and risk management at the time of investment and periodic reviews of the investment.
Formar Managing Director Tata Share Registry Limited, Mumbai Formar Senior Consultant – Tata Consultancy Services, New delhi.
45 year experience in development & management of financial product s 35 years as Senior Consultant and Resident Manager with Tata Consultancy Services (TCS) , New Delhi. 10 years as Managing Director Tata Share Registry Limited, Mumbai
Former General Manager – Tata Share Registry Ltd. Mumbai Former Senior Analyst – Tata Consultancy Services, New Delhi.
More than 40 years experience in the financial product sale & service industry. 25 years serviced in India and abroad in software development and maintenance of various financial product applications with Tata Consultancy Services & Tata hare Registry Ltd, Mumbai. Worked 17 years with Tata Consultancy services and Joined Tata Share Registry Limited Mumbai, Served this company for 8 years and worked as General Manager till year 2002. At age 45, left the service and started my own business in financial & management services in year 2002. Last 15 years experience in sale & services of financial products.
Our Team of Professionals
10 year experience in sales & Services of financial products.
5 Times Annual Club Qualifier, ET Life, 10 years experience in financial acct. management and sales & services of Life insurance products.
In the past our Organization have earned many awards & recognitions as a “Best financial adviser” for various Financial products & Services.
Three time’s MDRT ( Million Dollar Round Table Conference), U.S.A awards and seven time’s Annual club qualifier awards for many reputed organization.
Awards & Recoginitions
Best life Insurance Adviser Awards
- 2011 MDRT Tata AIA life Insurance Co Ltd. Malaysia
- 2012 MDRT Reliance Life Insurance Co Ltd., Mumbai
- 2013 Edelweiss Tokio Life Insurance Co. Ltd. Jaipur, Rajsthan (India)
- 2015 Edelweiss Tokio Life Insurance Co. Ltd. Pataya, (Thailand)
- 2016 Edelweiss Tokio Life Insurance Co. Ltd. Dubai, (UAE)
- 2017 Edelweiss Tokio Life Insurance Co. Ltd.Johannesburg (South Africa)
- 2017 MDRT Edelweiss Tokio life Insurance Co. Ltd, Hongkong
- 2017 MDRT Edelweiss Tokio life Insurance Co. Ltd, USA
Best Mutual Fund & Financial product Adviser
- 2012 Shriram Fortune Ltd. New Delhi, Jaipur, India
- 2013 HDFC Ltd. New Delhi, Jim Corbett , Rajasthan (India)
- 2016 Prudent Corporate Ltd, Goa , (India)