About SL WEALTH

We take this opportunity to introduce you to SL WEALTH.

SL WEALTH is one of the leading financial planning services providers in India, our experienced team of financial planners are well qualified and capable enough to guide you to move forward and stay ahead in life by offering systematic & ethical financial planning solutions.

Currently, we are operating from HO in Mumbai. Our investor consists of individuals, families, HUF, corporate. SL Wealth provides a spectrum of innovative solutions to privileged individuals like you who need comprehensive and reliable solutions to manage their hard-earned wealth efficiently.

At SL WEALTH, we believe that expert is important to maintain the value of your wealth over a long term and to grow it to fulfill your aspirations and financial goals.

We sincerely believe that the advice provided by SL Wealth is unique on following counts:

Neutral Advisor – We are not affiliated with any product partner, thus giving you honest and unbiased advice at all times. We distribute the complete basket of products present in market.

Knowledge, Experience, Professional Expertise are some of the traits that makes us leaders in the industry and to top it up we handpick our resources from India’s best financial and educational institutions. We provide the sharpest possible advice on wealth management. SL Wealth employs a scientific approach to evaluate investment opportunities best suited for you.

Wide array of Products & Services – Offering highly tailor made wealth solutions for you, Employing different products and services as required.

MEET OUR TEAM

Suresh Lohar

Founder & Chief Executive Officer (CEO)

 

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 materialized 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 500+ 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!

Rajesh Chauhan

Head – Mutual Funds Operation

 

With over a decade’s experience in the Mutual fund’s operation, Rajesh is responsible for implementing investment strategy and managing funds of clients by understanding their requirements. His role includes handling day-to-day fund performance, working directly with our portfolio managers to resolve trading issues and ensuring proper settlement of trades, Co-ordination with various banks as well as MF branches etc.

Rajesh always likes to keep himself updated with the latest trends and funds that are introduced in the market, his vast knowledge helps him create unique strategies according to the client’s goal. He always aim’s at providing the best financial solution to the client and his wisdom plays a very essential role in the growth of SL Wealth.

Nilesh Thite

Head – Insurance Operations

 

With over a decade’s experience in Insurance operations, Nilesh is responsible for providing proper Insurance solutions to the client based on the data and his innovative skill. He handles various life insurance transactions such as beneficiary updates, claims processing, billing processing, Document handling, coordination with clients and different types of insurance vendors, etc.

A lot of different insurance schemes are available in the market; be it Health, Life, or liability. Nilesh’s knowledge and experience help him to provide a unique solution to his client which helps them manage their insurance goals within their budget. He is a crucial part of team SL Wealth and keeps up with the company’s motto

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Our Vision

Our vision is to be the most preferred Investment Services Company in India by providing clients with informed choices of lasting value, protect and grow wealth for them, to make their tomorrow better than today

Our Aims

  • To serve our clients with utmost dedication and integrity so that we exceed their expectations and build enduring relationships.

 

  • To offer unparalleled quality of service through complete knowledge of products, constant innovation in services and use of the latest technology.

 

  • To always give honest and unbiased financial solutions and earn our client’s everlasting trust.

 

  • To serve the community by educating individuals on the merits of investments and in turn help shape a financially responsible citizen.

 

  • To utilize the power of teamwork to function as a family and build a seamless organization.

Our Mission

SL WEALTH aims to be the most useful, reliable, and efficient provider of Financial Services. It is our continuous endeavour to be a trustworthy partner to our clients, helping them protect and grow their wealth, and achieve their life goals.

SL Wealth Support
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