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Murari Lal Likhmania profile image

Murari Lal Likhmania

Certified Financial Planner at Beyond Life Financial Services
Intro Book
Seasoned financial planner with expertise in mutual funds, financial planning, and wealth management.
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Location
Jharkhand, India, IN
Languages
  • Urdu Limited working proficiency
  • Hindi Professional working proficiency
  • Rajasthani Professional working proficiency
  • Punjabi Elementary proficiency
  • Bengali Elementary proficiency
  • English Professional working proficiency
Skills
  • Mutual Funds
  • Financial Planning
  • Team Management
  • Capital Markets
  • Mis
  • Show all
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Bio

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Topline AI
Murari Lal Likhmania is a seasoned financial professional with 21+ years of experience in the financial services industry. He holds certifications as a Certified Financial Planner (CFP) and Registered Mutual Fund Distributor, and has worked with prominent companies such as Beyond Life Financial Services, Tata AIA Life Insurance, and Star Health and Allied Insurance Company Limited.

Credentials

  • Certified Financial Planner (CFP)
    FPSB Ltd. - USA
    Mar, 2021
    - Jun, 2026
  • Registered Mutual Fund Distributor
    Association of Mutual Funds in India ( AMFI)
    Mar, 2004
    - Jun, 2026
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Insurance Regulatory and Development Authority of India
    Oct, 2003
    - Jun, 2026

Experience

  • Beyond Life Financial Services
    • Bistupur,Jamshedpur
    • Certified Financial Planner
      • Jan 2003 - Present
      • Bistupur,Jamshedpur

      * Certified Mutual Fund Distributor (working for almost all AMCs * Business Associate with Tata Capital Ltd. * Business Associate with SHRIRAM * Business Associate with SMC * NCFM Capital Market (Dealers) Module

  • Tata AIA Life Insurance
    • Jamshedpur Area, India
    • Senior Business Associate ( Team Leader )
      • Nov 2003 - Present
      • Jamshedpur Area, India
  • Star Health and Allied Insurance Company Limited
    • Jamshedpur Area, India
    • Sales Manager
      • Jul 2010 - Present
      • Jamshedpur Area, India
  • Tata AIG General Insurance Co. Ltd.
    • SENIOR ADVISOR
      • Feb 2004 - Present
  • Self-employed
    • Jugsalai, Jharkhand, India
    • Business Owner
      • Oct 1984 - Aug 2005
      • Jugsalai, Jharkhand, India

      Wholesale Trading of Export Surplus of Handloom Fabrics in Jamshedpur and sub-urbs.

  • Usha Steel & Alloys
    • Gamharia, Jharkhand, India
    • Quality Control Inspector
      • Apr 1980 - Mar 1983
      • Gamharia, Jharkhand, India

Education

  • 1976 - 1980
    Ranchi University, Ranchi
  • 1972 - 1975
    Loyola School Jamshedpur
  • 1980 - 1982
    Institute Of Marketing and Management

Suggested Services

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Industry Focus. “Financial Services”

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