Services Overview
Portfolio Management Services
LM Wealth Consultancy offers customized Portfolio Management Services designed to help clients achieve their long-term financial goals. Our expert-driven investment strategies focus on disciplined asset allocation, risk management, and consistent wealth creation tailored to your individual financial objectives.
Health Insurance
With the growing trend of nuclear families and rising healthcare costs, having reliable financial protection is more important than ever. LM Wealth Consultancy helps you choose the right health insurance solutions that safeguard you and your family against unexpected medical expenses.
Mutual Funds
As a trusted wealth management firm, LM Wealth Consultancy combines in-depth market analysis with your financial goals to offer a wide range of carefully selected mutual fund investment options. Our approach focuses on strategic asset allocation, risk management, and long-term wealth creation to help you achieve financial stability and growth with confidence.
Retirement & Tax Planning
Retirement planning is essential to ensure financial independence and peace of mind during your golden years. At LM Wealth Consultancy, we help you strategically manage both short-term and long-term finances to build a secure retirement corpus aligned with your life goals.
Possibly SIP & Investment Tools
At LM Wealth Consultancy, we help you build wealth systematically through disciplined investment strategies like Systematic Investment Plans (SIP). Our structured approach ensures consistent investing, risk averaging, and long-term financial growth.
Financial & Goal Planning
At LM Wealth Consultancy, we believe every financial decision should be aligned with a clear goal. Our financial and goal planning services focus on understanding your life objectives—whether it’s buying a home, funding education, building wealth, or securing retirement—and creating a structured roadmap to achieve them.
Calculators
SIP Calculator
Estimate future wealth from regular monthly investments based on return rate and tenure.
Lumpsum Investment Calculator
Calculate the future value of a one-time investment over a selected period.
Mutual Fund Calculator
Project potential returns from mutual fund investments using expected growth rates.
EMI Calculator
Determine your monthly loan installment based on loan amount, tenure, and interest rate.
Retirement Calculator
Estimate required retirement corpus and monthly savings needed for financial independence.
CAGR Calculator
Calculate the compounded annual growth rate of your investment over a specific period.
Goal Planning Calculator
Calculate investment requirements to achieve specific financial goals within timelines.
Tax Saving Calculator
Estimate tax liabilities and potential savings under applicable tax deduction sections.
About LM Wealth Consultancy
LM Wealth Consultancy helps clients manage their personal finances with a structured and professional approach. We begin by understanding your financial goals and risk profile, and then recommend suitable investment solutions aligned with your objectives.
We offer a comprehensive range of financial products including mutual funds, equities, bonds, insurance, tax planning, and retirement planning — carefully selected to match the needs of our diverse clientele.
Our client base includes business owners, salaried individuals, and Non-Resident Indians (NRIs). We take pride in guiding them toward achieving both their short-term and long-term financial goals through disciplined planning and strategic asset allocation.
As an AMFI-registered financial distributor, we bring extensive industry experience and a strong record of serving satisfied investors. Our certified professionals are committed to providing reliable guidance and well-structured investment strategies to help you build a secure financial future.
Our Partners
