About Us
Lawrence Praveen Lobo, an AMFI Registered Mutual Fund Distributor, who holds a Certification in ADVANCED FINANCIAL GOAL PLANNER (AFGP), NISM – VA & IRDA. A Post Graduate in Management Studies with Specialisation in Finance. With more than 16 years of experience in Asset Management and Financial sector, Lawrence Praveen Lobo has worked with major leaders in Financial Sectors across various portfolios. Before beginning his entrepreneurial journey, Lawrence Praveen Lobo was working with HDFC Asset Management Co. Ltd. & ICICI Prudential Asset Management Co. Ltd. as Relationship Manager. With vast experience and knowledge, today Lawrence Praveen Lobo has managed to provide Financial Services to Corporates & Individuals especially many HNIs (High Net worth Individuals) on investments plans and Financial Management.
Lawrence Lobo Financial Services has been recognised as one of Indias Top 1000 Mutual Fund Distributors standing out among an impressive pool of 160000 MFDs. We are proud to be one of the largest mutual fund distribution firm in Mangalore, providing our clients with expert guidance and a wide range of investment options to help them achieve their financial goal.
The firm adheres to the highest ethical code of conduct while helping our investors to achieve their financial goals. This journey began in 2014 with six clients across a total investment size of INR 2 Million (Rs 20 Lakhs). Today (as of 30th September 2024) we successfully manage a corpus of over INR 3200 Million (Rs 320 Crores, the firm advises over 1100 individuals and 75 institutions. Apart from winning accolades for best ethical practices, we are one of the top distributors in the country. We recently launched our app for Android and Apple iOS users, which allows them to view their portfolio and transact online via their smart phones.
Our main aim is to provide Investment solutions keeping in mind client’s short and long-term goals by using various tools of asset allocation and we take a reasonable amount of care whilst doing this.