S LALITHA Armed with double Masters in Commerce & Finance, Certifications in income tax E-filing, Contract Drafting – Will agreement, Lalitha has a decade long experience in CAMS BPO especially in mutual funds division. Accounting has always been her favorite area of work, a key and star performer in the reconciliation team in all her ventures and equally adept in client handling.
Her passion extends beyond accounts and taxation and currently involved fully in client servicing.
Like water for fish, Lalitha for Fortune Investment Services- being a part and parcel in Fortune Investment Services journey, seen the crest and trough of it from its incumbency.
With a deep commitment to client servicing, at Fortune Investment Services, as a Chief Strategy Officer, she currently manages the Client’s wealth planning tasks & Strategy Planner for integrating all the operational activity.
At Fortune Investment Services, we focus on our clients most critical issues and opportunities. We offer them the variety of investment avenues available, provide a walkthrough on the purpose of the investment vehicle and make sure we choose the right product suitable for client needs.
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