About Us
Your trusted partner in Financial Planning and Wealth Management. Our mission is to empower individuals and businesses to achieve their financial goals by providing customized, comprehensive financial solutions and expert advice.
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Our Team
Lalit is Managing Partner at LKR Advisors, a Financial Mgmt Consultancy firm based out of Chennai. He has over 15+ years of experience in Valuation of Business and Financial Due Diligence, Special Analytics related to Fraud Detection as well as Financial Investments for companies. He has handled close to 300+ Valuation Reports as well as 50+ DDs. He is an advisor to about 50+ Start-ups for their growth and acts as a Virtual CFO for many of them. He also advises Corporates as well as HNIs for Financial Planning.
He was awarded one among the Top 10 Management & Strategic Consultants in India by Consultant Review Magazine. He has presented more than 200+ papers on topics from Capital markets, Financial analysis, Management strategies, Valuation etc. He is a CA, CWA (AIR), CS & CFM.
Dinesh Jain, Director, is a Chartered Accountant with over a decade of experience in the credit rating domain. Dinesh was the head of analytical operation. He is a Rank holder at all three levels of Chartered accountancy course (Rank 3 in CA Final, Rank 9 in CA PCC and Rank 24 in CA CPT). Designated as Director, he headed a 30-member strong analytical team. Dinesh brings to the table his rich experience in the credit assessment space acquired over the years by extensively working with large and mid-corporate customers across diverse sector and industries across the country.
Dinesh's job at CRISIL also involved as Chair person in rating committees that enable him to provide the macro perspective as well as to take balanced views. Before CRISIL, he was with E&Y as Consultant in Risk Advisory Services.
Dinesh is also a Teacher for a decade now and faculty member at Bharadwaj Institute. His Youtube page has more than 15k+ subscribers. His views have been published in leading newspapers.
Monica is Research Analyst at LKR Advisors. She is graduate in B.com & Post Graduate in Social work (HR)
Her main role includes Maintaining clientele relationship management & gathering and assessing securities data including industry related stocks and bonds
She is a data cruncher and analyse data to identify emerging opportunities and risks, justifying reasoning.
