Investor Advisor - Map and track your investment goals with our advice on long term investing.
For the Next Gen.! We believe, Financial Planning is the only secret sauce of becoming wealthy predictably.
Are you not able to manage your funds.?
Are you not able to generate market based returns over a period of time.?
Are you not able to diversify your portfolio into multiple asset classes.?
Do you need guidance in terms of creating a long term corpus for your goals.?
Come, let us guide you through our investor centric policies and advanced data tools. Not alone are we there for you to take a leap jump in terms of your financial planning by understanding your risks and goals but also act as a catalyst to provide you timely inputs for long term wealth creation.
Our job is to push you towards your financial goals and setting a track for you to manage your funds effectively.
We can help you with the following –
- Opening up your investment account so that you can start on SIP for Mutual funds.
- Guide your time through our advisory reports on asset allocation during various points of time.
- Provide you for Mutual fund schemes for long term investment, based on your risk profile.
- Provide your advisory for Direct Equity services.
- Advice to opt for a particular PMS based on the risk profile.
Be it Corporate treasury management or Individual or NRI Investment, we are happy to assist you at any point in time. Drop-in a mail to lalit@Lkradvisors.com and you would hear back from us within 12 hrs.
The best part, we suggest only Direct plans for MF schemes so as to avoid any conflict of interest and thereby give you the best possible guidance.!
We have four key services for Non-Resident Indians (including PIO’s and OCI’s).
- Advising on the investments they already have done in India: We have seen this many times that people simply forget what they did with their money in India. Some other times they cannot manage it from a distance. Many a time they would like to take a bet on India. Most of the time, they do not know whether to hold on to an investment or cash out. We manage all these issues for our clients.
- Handling all compliance issues and taxation impact.
- Provide you for Mutual fund schemes for long term investment, based on your risk profile.
- Private Equity opportunities for NRI investors.
- Coordination on estate management: Many of our clients have properties in India and they are managed by some agents or they themselves. A lot of these properties do have financial implications. That is why, as advisors to our clients, we do coordinate the management of all these properties.