Lakshmi Fincorp Family wealth management is family wealth management enterprise with a new approach and ease in family wealth management. Our approach is to get all kind of finance / investment advisory for individual or organization under one umbrella.
Over two decades we are providing best Financial services, family office and Portfolio management services under one family office at Pune.
We’re In This Business Since 2010 And We Provide The Best Services to our clients.
Family offices are wealth management advisory firms that serve ultra-high net worth investors and provide a complete financial advice and solutions. Family offices provide legal, insurance, investment, estate, business, tax, lifestyle and even philanthropy related advice to clients.
Family offices are either a single family office run by a family member or an appointed CFO who looks after one family’s wealth or multi-family offices run by professionals who serve more than one family.
Family offices can provide a number of benefits, including privacy, customization, and having your own team to handle a wide range of services, such as guiding family philanthropy, managing shared properties or even managing household help.
A family office allows a family to have all personal information in one secure place and accessible by only a limited number of people. The family office can therefore serve as the guardian and gatekeeper of the privacy of the family.
We are Industry Expert to manage your Financial Portfolio.
Complete Transparency on Products, No Product specific biasness.
We Maintain Family Environment culture to smooth work flow.
Get your all Financial solutions under one point contact.
We are Certified Professional Financial Planner and Portfolio Management Service Provider.
Lakshmi Fincorp Family Wealth Management are Certified Professional Financial Planner in Pune
We offer a wide range of Mutual Fund Plans that are best suited for our clients..
We Provide end to end service to transfer physical shares into the Demat account.
We Offers a tailor-made Portfolio Management Services to reach sustainable Investment Decisions..
we design comprehensive Real Estate Consulting Services & solutions for our existing clients only..
Our expert panel of professionals helps you to making investments with fundamentally strong companies..
