about us
We help you manage your investments and finances with our 10+ years experience
Financial Planning
Tax Planning
Investments
Insurance Services
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.
We provide valued and trusted financial and tax planning advice.
Why choose us
Why choose us
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 through our individualized plans and services.
Services
Our Expertise
Financial Planning
Our financial planning services include providing assistance in preparing financial statements, management reports, budgets & forecast, and develop dashboards.
Tax Planning
We provide individualized tax solutions as per client needs through combination of complex scenarios processing, tax processes optimization, and right strategies.
Estate Planning
Our systematic approach we can help you build contingencies and flexibility in the estate plan that can adapt to unknown future and be responsive to upcoming changes.
Our Team
Meet Our Experts
Testimonial
What our clients say about 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
Co-founder
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 long-term plans.
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
