– Our Experts can help you
the strategic oversight and control of the inflow and outflow of money to ensure liquidity, meet financial obligations, and optimize financial stability.
systematic process of identifying, evaluating, and addressing potential financial uncertainties to optimize outcomes and protect against adverse events
strategic process of defining and prioritizing specific financial objectives to guide effective wealth management and decision-making.
systematic evaluation of potential investments to make informed decisions aligned with an individual's or organization's financial goals and risk tolerance.
Lakshya Real Wealth was founded with a vision to revolutionize the landscape of financial planning , offering a comprehensive suite of financial services to individuals and families seeking to secure their financial future. Established in 2002, our company has grown from its humble beginnings to become a trusted name in the industry.Our founder, Deendayal Sahu & Ghanshyam Sahu brought a wealth of experience and a passion for empowering individuals through sound financial strategies. The core principles that guide our company include a dedication to personalized service, a focus on education, and a forward-thinking approach to financial planning. We believe that financial plans should be as unique as the individuals they serve, and our team of seasoned professionals works diligently to tailor strategies that align with the specific goals and circumstances of each client. Our range of services encompasses wealth management, retirement planning, risk mitigation, tax efficiency, and estate planning. We understand that financial success is a journey, not a destination, and we strive to be with our clients every step of the way. By staying abreast of industry trends and utilizing cutting-edge technology, we ensure that our clients have access to the latest tools and resources to make informed decisions. The Lakshya Real Wealth experience extends beyond numbers and charts. We are committed to enhancing financial literacy among our clients, offering educational resources, workshops, and personalized guidance. We believe that an informed client is an empowered client, capable of making sound financial decisions that align with their long-term objectives. As we continue to evolve in a dynamic financial landscape, Lakshya Real Wealth remains steadfast in its mission to empower individuals, couples, and families to achieve financial security and build a legacy for generations to come. Our journey is marked by a commitment to excellence, a passion for innovation, and a dedication to the success of those we serve. Join us on this journey, and let’s navigate the path to financial prosperity together.
Life Insurance - life insurance plan is a policy that provides coverage for a specified term or the entire life of the insured, offering a death benefit to beneficiaries and, in some cases, cash value accumulation, with fixed premiums and guaranteed benefits.
A mutual fund is an investment vehicle that pools money from many investors and uses that collective capital to invest in a diversified portfolio of stocks, bonds, or other securities,
Health insurance is a type of coverage that pays for medical and surgical expenses incurred by the insured individual. It provides financial protection by reimbursing or directly covering the costs associated with
A home loan, also known as a mortgage, is a financial product provided by banks or financial institutions that enables individuals to borrow money to purchase or refinance a residential property.
Car and bike insurance, also known as auto insurance, is a type of financial protection that individuals purchase to cover potential losses and liabilities related to their vehicles. It consists of different coverages designed to provide compensation for various situations
Portfolio Management Service (PMS) is a professional investment service offered by financial institutions, asset management companies, or.
-As a financial planning company, we provide comprehensive services for managing finances, investments, retirement planning, and overall wealth management to help
clients achieve their financial goals.
Disclaimer – we are not SEBI register financial advisor. I am AMFI register mutual fund distributor and life and health insurance agent. we plan your investment and financial goal and risk management. Understood. Remember that the educational and awareness content on this website does not constitute financial advice. Seek advice from a qualified financial professional for personalized guidance.
As a financial planning company, we provide comprehensive services for managing finances, investments, retirement planning, and overall wealth management to help clients achieve their financial goals.
