Projected value in 30 years
₹3.08 Cr
at an assumed 12% p.a. · illustrative
+₹2.72 Cr of growth
InvestedGrowth
Lets start the process of Wealth Building
A smarter way to growyour wealth.
Earlier the Better
Before Lucky Finserv
Your investments are scattered:
G
Groww
4 funds · Unknown returns
Z
Zerodha
3 funds · Can't track SIPs
P
Paytm Money
5 funds · Overlapping?
Common Problems:
No idea of total XIRR or returns
Duplicate funds across platforms
No goal tracking or planning
Rebalancing is a nightmare
With Lucky Finserv
Live Tracking
Unified Portfolio Value
₹ 48,72,540
+ ₹ 4,82,310 · 11.0%
Before Lucky Finserv
With Lucky Finserv
XIRR
14.8%
Active SIPs
7
Goal health
82
What You Get:
All funds in one place — see everything
Auto-calculated XIRR & returns
Goal-mapped every rupee
Smart alerts for rebalancing
Dedicated partner for guidance
AMFI Registered ARN-178870
256-bit Encryption
274+ Happy Investors
Begin anywhere
Six paths to a more purposeful financial future.
Explore what’s right for you, understand your choices, and connect with your wealth partner when you’re ready.
01
Discover your investor personality
Hover to read more2 minutes
Discover your investor personality
A short reflection to understand your risk appetite and ideal allocation.
Explore →02
Plan your financial goals
Hover to read moreGoal planner
Plan your financial goals
Retirement, your child's future or a new home. See what it really takes.
Explore →03
Analyse your existing portfolio
Hover to read moreFree analysis
Analyse your existing portfolio
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
Explore →04
Explore curated investment baskets
Hover to read moreBy Lucky Finserv
Explore curated investment baskets
Hand-built portfolios for every life stage, risk profile and ambition.
Explore →05
Compare fixed deposit rates
Hover to read moreUp to 9.5% p.a.
Compare fixed deposit rates
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Explore →06
Book a Discussion
Hover to read moreFree
Book a Discussion
Sit down with a Lucky Finserv partner to map your goals, risk and next steps. No obligation.
Explore →Goal planning
Every rupee, working towards your goals.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Illustrative example
23 YRS
NEAR-TERM
Retirement
Comfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
₹ 2.53 Cr invested65%
Target ₹ 3.9 Cr
Adding ₹2K/mo now can retire you 2 years earlier
10 YRS
MID-TERM
Child education
Arohi's higher studies
10 years · MS in the Ireland
₹ 69.6 L invested58%
Target ₹ 1.2 Cr
Step-up SIP of ₹3K/yr fills the gap by year 8
5 YRS
LONG-TERM
House purchase
Dream home in Gurgaon
5 years · 3 BHK · ₹ 2 Cr
₹ 68 L invested34%
Target ₹ 2 Cr
Increase SIP by ₹3K to reach goal 8 months earlier
Goal calculators
See exactly what you need to save monthly
Scenario planning
What if scenarios across market conditions
Partner reviews
Quarterly check-ins to keep you on track
Plan your first goal
Free calculator · No signup required · Get instant projections
See it compound
What could an SIPbecome?
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Invested₹36 L
Growth₹2.72 Cr
Total₹3.08 Cr
Kishore Bhambhwani
Designated Partner
We listen first, then plan with you for the long term.
274
Active Clients
5
Years of Experience
35 Cr
AUM
Technology for insight. People for perspective.
Personal wealth deserves
personal guidance.
Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
What investors say
Built on relationships, not transactions.
Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.
I would like to sincerely appreciate Mr. Kishore Bhambwani from Lucky Finserv LLP for his excellent guidance and expertise in the area of SIPs (Systematic Investment Plans). His in-depth knowledge,...
Nirmit Jhaveri
Partner, Jhaveri Precious Metals LLP
I have been associated with Mr. Kishore Bhambhwani of Lucky Finserv LLP as my mutual fund advisor and agent. I have found him to be highly professional, knowledgeable, transparent, and...
Dr. Priyanka Engineer
Doctor, MDS, Oral & Maxillofacial Surgeon
Working with luckyfinserv.com and Mr kishore Bhambhwani gave me the confidence to start investing . He listened to my goals without judgement and created a realistic plan that fits my...
Vikas Wankhede
Civil Contractor
Working with Lucky Finserv LLP has been an exceptional experience. Their team is defined by absolute integrity, deep industry knowledge, and an unwavering commitment to excellence. Their proactive approach, meticulous...
Priti Dubey
Branch Manager - Niva Bupa
Our story
Lucky Finserv LLP
To encourage accumulation of wealth for peace of mind
This firm was started so that people are prepared for financial shocks which is becoming quite common nowadays.
We do not spam with the data. Invest when you are comfortable and ready.
2021
Founded
274
Active Clients
5 yrs
Experience
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
“Financial clarity begins with reliable service and transparent processes. As a Partner at Lucky Finserv LLP, I focus on building strong client relationships by providing efficient distribution support, operational guidance, and educational insights across financial services.”
Kishore Bhambhwani
Designated Partner
Lucky Finserv on Mobile
Your wealth, always within reach.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
All funds in one place — see everything
Consolidated view of all your mutual funds, SIPs, and investments
Auto-calculated XIRR & returns
Real-time performance tracking with accurate return calculations
Smart alerts for rebalancing
Get notified when your portfolio needs attention
4.8 average
Lets start the process of Wealth BuildingLets understand the risk profile