High growth
Long-Term Wealth
For 10+ year horizons
CAGRTimeline
+18.4%
of CAGRRiskHigh
Min. SIP₹ 2,500
No. of Funds8
Lets start the process of Wealth Building
A more thoughtful way to build wealth.
Earlier the Better
Trusted across Anand
1500+ · Investors served
50 · Cities served
5/5 · Google Reviews (210+)
Begin anywhere
Six places to start your journey.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
Discover your investor personalityA short reflection to understand your risk appetite and ideal allocation.Plan your financial goalsRetirement, your child's future or a new home. See what it really takes.Analyse your existing portfolioUpload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.Explore curated investment basketsHand-built portfolios for every life stage, risk profile and ambition.Compare fixed deposit ratesBank and corporate FDs side-by-side, with senior citizen and monthly payouts.Book a free consultationSit down with a Your company partner to map your goals, risk and next steps. No obligation.
Curated by Your company
Portfolios built with conviction.
Each basket is researched, rebalanced and reviewed by our in-house research team. Invest with clarity, not noise.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Goal planning
Every rupee with a purpose.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Plan your first goalIllustrative example
Retirement
Comfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
72%
₹ 28.4 L investedTarget ₹ 3.9 Cr
See it compound
What could an SIP become?
A ₹5,000 step-up on a 20Y goal can shorten the timeline by ~14 months. Try the math →
Illustrative only
Assumes 12% p.a.
Market returns vary over time
Monthly SIP₹10,000
Invested
₹18 L
Growth
₹32.5 L
Total
₹50.5 L
GROWTH +₹32.5 L
Projected value in 15 years
₹50.5 L
at an assumed 12% p.a. · illustrative
InvestedGrowth
Kalpesh Patel
AMFI · ARN-305991“To encourage accumulation of wealth for peace of mind”
1500+
Families served
50 cities
Served
A partner, not an algorithm
Wealth is personal.
Your wealth partner should be too.
Behind every basket, every calculator and every transaction is a real human who understands your financial journey. We combine intelligent technology with experienced wealth partners to help you stay on track toward your goals.
Chat anytime
Connect via WhatsApp or email
Portfolio reviews
Regular portfolio review sessions
Tax-efficient investing
Smart fund selection and tax-aware portfolio management
Long-term planning
Goal-based investing across every stage of life
Our products
Financial solutions for every stage of life.
Explore a considered range of investment, protection and wealth-building products.
Mutual Fund
A wide range of mutual fund products selected around your individual goals and risk profile.
What investors say
Built on relationships, not transactions.
“I uploaded my CAS expecting a sales pitch. I got a detailed report explaining exactly what I was getting wrong. That kind of honesty is rare.”
PM
Priya Mehta
Senior Product Manager
“The goal planner showed me I was behind on my retirement goals. My wealth partner helped me restructure my SIPs in a single afternoon. I slept better that night.”
AK
Arjun Khanna
Doctor
“Everything in one place: mutual funds, fixed deposits, ELSS, and a wealth partner who actually picks up the phone. The clarity is what got me to start.”
VS
Vikram Sethi
Business Owner
“I uploaded my CAS expecting a sales pitch. I got a detailed report explaining exactly what I was getting wrong. That kind of honesty is rare.”
PM
Priya Mehta
Senior Product Manager
Our story
Lilavati Investment Pvt Ltd 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.
To encourage accumulation of wealth for peace of mind
2021
Founded
1500+
Families served
24 yrs
Experience
“
“Success is measured by how much closer our clients are to achieving their financial goals.”
WP
Your Wealth Partner
AMFI-registered Mutual Fund Distributor
What we stand for
Suitability before sales
We help you choose investments that align with your goals and risk profile.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We think in decades and support you through every market cycle.
Recognition
Trusted by families,
recognised by the industry.
2025
Top MFD — North Region
AMFI Distributor Excellence, by net SIP inflows.
2024
Best Client Retention
Recognised for 96% annual client retention.
2023
SIP Champion of the Year
By a leading AMC, for systematic-investing growth.
2022
Rising Distributor
Karnataka chapter, early-growth recognition.
Mobile app
Your whole portfolio, in your pocket.
Track every investment, start or pause SIPs, review goal progress and connect with your wealth partner — all from one secure app. Built for India, with UPI Autopay and instant statements.
Biometric login
UPI Autopay
Smart alerts
4.8 average · 12,000+ ratings
Good evening
Investor
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
Start in 2 minutes
Your wealth journey begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to get started.