What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To LAKARE WEALTH

A reputed and trusted name in the realm of comprehensive financial and product distribution services since 2005.

We at present have more than 500+ satisfied clients. We help clients to achieve their financial needs with effective and smart investment needs. We are a certified Mutual Fund distributor regulated by the SEBI, AMFI (Association of Mutual Fund of India).

We offer comprehensive financial products distribution services, having a highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term needs.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assessment

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Rahul Pal Chief Investment Officer - Fixed Income, Mahindra Manulife Mutual Fund Mr....

Ms. Fatema Pacha Fund Manager - Equity, Mahindra Manulife Mutual Fund Ms. Fatema Pacha h...

Mr. Rahul Singh Chief Investment Officer (CIO) - Equity, TATA Mutual Fund With over 27 y...

Mr. Murthy Nagarajan Head - Fixed Income, TATA Mutual Fund Mr. Murthy Nagarajan is the H...
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Assisting clients in fulfilling their needs.

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Awards
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LAKARE WEALTH
Office Address:
Plot 10, Mauli Nagar, Nr Mauli Mandir,
Lekhanagar, Pipeline Road, Savedi,
Ahilyanagar - 414003

Contact Details:
Mobile: 9730566009
Email: lakarewealth@gmail.com 

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