Your Financial Coach with Lifetime Service Partner

The Best
Investment
Planner

Directing and Managing funds for maximum returns with timely diversification

LGFS Finserv Private Limited - a seasoned team of CFP-certified experts with over 15 years of managing HNI and Corporate Portfolios. It is having rich experience at renowned institutions like ICICI, Ko tak, Standard Chartered, JP Morgan, and Deutsche Bank. We have specialists with over 30 years of expertise in life insurance, covering diverse needs from term plans to retirement and education planning.

We are having a robust customer support team who ensures top-notch financial solutions and cutting-edge digital solutions. We also offers services in Mutual Funds, Stockbroking, and Insurance which will cater all your financial investment needs.

Our Offerings

Mutual Fund

Invest in mutual funds to grow your wealth with a diversified portfolio managed by experts.


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Stock Advisory (PMS)

Expert stock advisory services (PMS) tailored to maximize your investment growth with personalized strategies.

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Insurance

Protect what matters most with comprehensive insurance coverage tailored to your needs.


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Bonds

Bonds: Secure your future with stable, interest-bearing investments.


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Tax & Legal

Simplify your tax and legal matters with expert guidance and seamless solutions.


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Digital App

Empower your world with a seamless digital app experience designed to connect, engage, and inspire.

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Why choose us?

Choosing the right financial management partner is crucial to achieving your financial goals. Here are a few reasons why clients trust and choose us:

Commitment to Excellence

Client-Centric Approach

Strong Track Record



Transparent communication
and reporting

Diverse Investment Options

We work as a Family
Financial Advisor


Our Partners