white Light Financials

ABOUT US

At White Light Financials we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured, and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind clients' needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in class after-sales-service are always our pillars of priority in everything we do.

White Light has established itself as a dependable and expert group for MF Investments, Equity, Insurance and Portfolio Management Services (PMS). White Light offers personalized portfolio design and handholds investors in choosing the right investment products as they strongly believe that just like their clients, the financial needs and aspirations of the clients are also unique and need to be addressed correctly. Designing, implementation and review are fundamental to all the services they offer. To White Light, all relationships with clients are long term and forever. Integrity, transparency, and data confidentiality are the core values. White Light considers their clients as an extended family.

White Light's focus on technology and offering ease of access of services at fingertips has lead to individual login facilities for clients to view their dashboard anytime, anywhere. Dashboards are kept updated on real time basis. White Light has presence on the Web as well on Mobile devices. White Light goes a step further and handholds clients to help them understand reports and analysis of their investments & insurance and at the same time guides them for further actions that need to be taken.

White Light keeps transparency through every step of their services. Their most valuable asset is the Client and the Client's faith on White Light. White Light values that sentiment above everything else.

Mr. Chandra Mohan is the Founder Director, Financial Services Business at White Light. A post graduate in Business Management from XLRI, he is backed by 30 years of experience as a Senior Leader in Business Development across industries, of which 10+ years have been as an entrepreneur. His multi-disciplinary experience across Sales, Strategy, Business Development with hands-on approach has nurtured organizations into entities and delivered on high-impact business decisions. His forte lies in enhancing organizational reach and market share through the application of robust strategies, effective planning, and excellent client relationship management. As an AMFI certified Mutual Fund Distributor, his Firm handles global clients with personalized portfolio design and offers the customised products to clients – Mutual Funds, Direct Equities, Portfolio Management Services (PMS) etc. He is an accomplished Financial Services provider & Stock Market Analyst with NISM certification for all financial products (Equity/ FMPs/ Mutual Funds/ Insurance & Tax Planning).

Ms. Roopali Khanna is the Co-founder and Director of Operations and Digital Enablement at White Light. A post-graduate topper from Delhi University, she comes with 30 years of corporate experience, with 20+ years in the largest Technology Services sector organization (TCS). She has managed large teams and worked globally, addressing client needs and enabling business solutions that are a win-win for clients as well as the organizations that collaborate with them. She has held Leadership positions and has been a thought leader in her domain. Her expertise in managing large programs and addressing needs for over 6.5 lakh associates is the secret sauce behind her calm ease in handling challenges at work. She's a NISM certified professional.

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