risk management
consulting services
can create new possiblities
to your business
performance track record in India.
First approach help you
take better financial decisions
Financial Planning
Our financial consulting services include providing assistance in preparing consolidated financial...
Tax Planning
We provide individualized tax solutions as per client needs through combination...
Estate Planning
Our systematic approach we can help you build contingencies and flexibility...
About Us
We are a trusted partner in Insurance and Tax Planning Services. We are committed to provide Reliable and Professional Tax Planning Services to our clients to meet their growing needs.
- Reliable and Professional Financial & Tax Planning Services
- Trusted Insurance Services
- Unique Expertise and Prolonged Experience
- Actionable Results backed by Client’s Trust
Lovkesh Aggarwal
(Chairman and founder)
WHAT WE DO
We provide Best Quality Financial Advice & Solutions.
Reliable advice backed up by value addition is one of our unique proposition that differentiates us from other vendors. This comprehensive approach of servicing our client base still keeps us at center stage among our happy clients.
OUR MISSION
Providing valued and trusted financial and tax planning advice
Our mission is to provide valued and trusted financial and tax planning advice and to build strong and long lasting relationship with our clients. We provide a multitude of quality, cost effective and time-bound services which are personalized and value-driven through high ethical and professional standards.
OUR VISION
Be a global leader by delivering high quality financial planning services.
Our core competencies lie in our ability to help individuals, small and medium sized businesses to manage their financial health and to develop a sustainable competitive edge.
OUR CORE VALUES
Client Centricity
Our advice is focused on what is in the best interest of the client, and is not influenced by hype and market hearsay. Thus our planning advice is trustable & clients rely on us.
We as client fully trust Lovkesh with our hard earned money and rely on his expert advice to achieve our Financial Goals.
Devesh Pathak
Founder & CEO
Lovkesh suggested us some good plans for our health insurance and life insurance needs and we are happy with the results. Those indeed were very good plans especially from long-term perspective.
Jyotika Singh
Retailer
Lovkesh and team is countable and can be trusted for a better advice when it comes to do small to medium-sized investments.
Himanshu Yadav
Product Engineer
Portfolio
Our Products
We provide individualized insurance services catering to different needs of the client and industry.
Case studies
Success Story highlights
We love to share with you some of the challenging projects and tasks we accomplished for our clients over last couple of years.
Case Study 1
This case study helps students understand the process of setting, reporting and eva uating...
Case Study 2
This case study helps students understand the process of setting, reporting and eva uating...
Team
Meet Our team
Our experience in financial planning and providing individualized insurance services is no match to others and we are proud of it. We welcome the opportunity to visit our team member profiles.
John Legend
Co-founder
Aaron Ramsey
Manager
Amber Lee
Co-founder
Blog
News and Updates
We would love to keep you updated with our blog section. Please subscribe to stay tuned to latest financial, and insurance industry trends.
July 24, 2021
4 Reasons Why Buying Term Insurance Early Is A Smart Choice
The man, who is in a stable condition in hospital, has potentially life-changing injuries after the overnight attack…
July 24, 2021
Why the 30s are the best time to lay a solid foundation to securing your finances
The man, who is in a stable condition in hospital, has potentially life-changing injuries after the overnight attack…
July 24, 2021
5 Reasons Why You Should Start Investing Young
The man, who is in a stable condition in hospital, has potentially life-changing injuries after the overnight attack…
Request for Meeting
We appreciate the opportunity to know further about your requirements. Please submit your request via below mentioned form.
