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We have 35+ Years Business Experiences

LGFS Finserv Pvt. Ltd. specialize in empowering your financial future. Our comprehensive services include mutual funds, stockbroking, and insurance solutions tailored to meet your unique needs.

With a commitment to excellence and a client-centric approach, we guide you through the complexities of financial investment, ensuring secure and profitable growth. Our team of experienced professionals is dedicated to providing personalized advice and innovative strategies, making us your trusted service partner in achieving financial success.

Vision

To empower humanity by identifying their actual financial needs and
guide them to achieve their financial goal

Mission

To become a recognised financial service company by offering innovative
and strategic financial solutions across the world



Our Advisory Board


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Chirag Desai

Financial Advisor

One of the fastest growing IFA in Vadodara in 5 years since 2018 managing AUM of 250 Cr+. Also, he has 12 years of Banking with a focus on Wealth Management of HNI clients.


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Maulik Patel

Financial Advisor

He is the one who is continuously guiding how, where & when to invest. In his 12 years of career as a financial advisor, he has guided & helped many to achieve financial goals with his wholesome financial plan and individual investment plan. He also helped so many personals to be in financial advisory business


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Mr Ankit Patel

Financial Advisor

He has completed his Masters of Administration in Marketing from Alliance University Bangalore. He also did his Master of Pharmacy - Pharmaceutics from NMIMS University, Mumbai.

He has over 9 years of experience in functional areas of Marketing, Product development and Supply chain in Pharmaceutical Sector.

He is an ardent reader and has deep inclination towards academics overall. He deeply believes in furthering the financial well-being of all by propagation of financial literacy.


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Virat choksi

Financial Advisor

CA Virat N. Choksi completed his Bachelors in Commerce from Navsari and did his Chartered Accountancy in Mumbai. He did his Bachelors in Law from Mumbai University. He completed his Certified Financial Planning (CFP) course through FPSB, India alongwith the Certificate Course on Wealth Management & Financial Planning conducted by The Institute of Chartered Accountant of India

He has over 20 years of experience spanning over varied functional areas including Accounts, Taxation, Finance, Auditing, Legal and Personal Finance. He has intense experience of over 13 years working as an AVP in a medium diverse group having business interest in Gem & Jewellery Sector. He was subsequently working as a Virtual CFO for few small to mid-sized companies in Gem & Jewellery Sector. Presently, he is actively associated with Personal Finance area through advising to various UHNIs and HNI families for their investment requirements and personal finance planning and taxation.

He is an ardent reader and has deep inclination towards academics overall. He deeply believes in furthering the financial well-being of all by propagation of financial literacy.