Service Offering to Investors

LKW Investment Advisers
is the SEBI Registered Investment Advisory arm of LKW

Financial Products:

  • Mutual Funds
  • Insurance
  • Shares & IPOs
  • Commodities
  • NCD's & Other Financial Products
  • Realty Products
  • Art Advisory
  • Alternative Investments
  • Wealth Management

    This is a high end exclusive service provided to High Net Worth Investors, commencing from Wealth Creation and going right through to Succession and Distribution. Besides Identifying and executing the Best Investment Opportunities across Asset Classes in India and Overseas, the service also entails facilitation of Tax Optimization Advisory and Transmission Services. This is a 'By Invitation Only' service.

  • Financial & Retirement Planning

    This is a comprehensive Financial Planning service. With a Risk-adjusted Life-Cycle based Investment approach, LKW ensures that its clients are adequately Insured and have made Optimal Investments to meet their Financial Goals. The Asset Allocation plan is reviewed periodically to ensure Optimization of Returns and minimization of Risk. LKW provides Inflation Adjusted Retirement Planning advise to ensure Financial Freedom in the Sunset Years of Life. Besides this, LKW has launched a 'Fast Track Early Retirement Advise' scheme for those considering an early retirement from the Corporate Rat Race.

  • Financial Planning for Children

    This service guides parents to make appropriate Investments for their Children, based on prior identified and defined Age based Goals. These include Basic Education, Advanced/Overseas Education, Marriage and Settlement into Business. An appropriate Asset Allocation mix is put in place and periodically re-aligned to ensure that progress towards the defined Goals is smooth.

  • Corporate Funds Optimization Planning

    This is a niche service for Start-Up and SME companies. It is based on optimizing Returns with minimal Risk on the Float, after accurately evaluating their point to point cash flow requirements.

Service Offering to Investors

LKW Investment Advisers
is the SEBI Registered Investment Advisory arm of LKW

  • Wealth Management

    This is a high end exclusive service provided to High Net Worth Investors, commencing from Wealth Creation and going right through to Succession and Distribution. Besides Identifying and executing the Best Investment Opportunities across Asset Classes in India and Overseas, the service also entails facilitation of Tax Optimization Advisory and Transmission Services. This is a 'By Invitation Only' service.

  • Financial & Retirement Planning

    This is a comprehensive Financial Planning service. With a Risk-adjusted Life-Cycle based Investment approach, LKW ensures that its clients are adequately Insured and have made Optimal Investments to meet their Financial Goals. The Asset Allocation plan is reviewed periodically to ensure Optimization of Returns and minimization of Risk. LKW provides Inflation Adjusted Retirement Planning advise to ensure Financial Freedom in the Sunset Years of Life. Besides this, LKW has launched a 'Fast Track Early Retirement Advise' scheme for those considering an early retirement from the Corporate Rat Race.

  • Financial Planning for Children

    This service guides parents to make appropriate Investments for their Children, based on prior identified and defined Age based Goals. These include Basic Education, Advanced/Overseas Education, Marriage and Settlement into Business. An appropriate Asset Allocation mix is put in place and periodically re-aligned to ensure that progress towards the defined Goals is smooth.

  • Corporate Funds Optimization Planning

    This is a niche service for Start-Up and SME companies. It is based on optimizing Returns with minimal Risk on the Float, after accurately evaluating their point to point cash flow requirements.

For More Details Mail us at :

enquiry@lotusknowlwealth.com

Financial Products:

  • Mutual Funds
  • Insurance
  • Shares & IPOs
  • Commodities
  • NCD's & Other Financial Products
  • Realty Products
  • Art Advisory
  • Alternative Investments


PATRONS

LKW Investment Advisers Gurukshetra Arthakshetra