Welcome to LM Wealth Consultancy
Lm Wealth Consultancy helps clients manage their personal finances professionally. We do this by identifying their financial goals and then providing them suitable investment products. we offer a wide range of financial products from mutual fund, equity, bonds, insurances, tax & Retirement planning that are best suited for our clientele.
Our diverse client base includes businessmen, individuals, and Non-Resident Indians (NRIs), and we pride ourselves on helping them achieve both their short-term and long-term financial goals after doing their Risk profiling.
AMFI-registered financial distributor of mutual funds and other financial products, with vast experience in the financial industry and a large number of satisfied investors. We are well experienced & certified professionals to help you provide excellent investment options helping with a solid plan for future.
Our Investment Process
Setting Financial goals
Assessing Risk Tolerance
Creating Budget & Emergency Fund
Regularly Reviewing And Rebalancing The Portfolio
Our Services
Do you have a reason to invest?
EDUCATION
MARRIAGE
RETIREMENT
HOLIDAY
WEALTH
Why Choose Us
Zero Paperwork
At LM Wealth Consultancy, we believe that managing your wealth should be simple, secure, and stress-free. That’s why we’ve embraced a Zero Paperwork model—designed to.
Transparency
We make relationships, not business deals. This is why we go a step beyond SEBI to make sure that our investors are secure in all possible ways.
Dedicated Manager
Machines cannot replace the need for human interactions. That is why we at Imperial Money offer 12 hours of an open communication channel in a day.
Intelligent Investing
Our reservoir of resources is full of opportunities based on your investment plans and risk appetite. We have options ranging from a thousand different asset classes out of over 10000 funds from all the available Mutual Funds.
In-person Meetings
We do not hide behind hold-on music & call centers to maintain our meetings with the clients. We are always in for regular meetings & calls, even when the market is slow.
Online Investment
Imperial Money has its own online platform to make transactions like Purchase, Additional Purchase, SIP, STP, Switch, and Redemptions of fund house profiles.
Zero Paperwork
At LM Wealth Consultancy, we believe that managing your wealth should be simple, secure, and stress-free. That’s why we’ve embraced a Zero Paperwork model—designed to
Safe & Secure
At LM Wealth Consultancy, safeguarding your financial data, assets, and personal information is our highest priority. We have built a robust digital ecosystem that follows
360° Portfolio Monitoring
At LM Wealth Consultancy, we provide clients with a 360° Portfolio Monitoring system that offers a real-time.
Assistance For Holdings Allocation
At LM Wealth Consultancy, we provide clients with a 360° Portfolio Monitoring system that offers a real-time, comprehensive view of all
Our Partners
