MISSION STATEMENT:

To Bridge the gap Between Financial Goals & Means to achieve the same.
VISION STATEMENT:
To Become the Most Preferable Brand in terms of Reliability & Accountability

Our Story

Lakshya Wealth came in to existence on 31st march 2016 but started its operation on 1st april 2016 at its registered office in najafgarh with only financial services . our organization have been awarded certificate of registration by AMFI (ARN-111483) to carry out the mutual fund business in india, service tax registration by CBEC(central bureau of excise and custom) to operate legally in india, we are trademark registered brand having started our new branch near dwarka mor metro station in february 2017  to cater our clients more efficiently.

We have PAN india presence through our vast online presence with the help of which our clients can easily access their investments and track their portfolio from any where. There is an ease of investments with us through offline and online mode as well as free form collection service for our clients at their doorstep.

Lakshya Wealth , established  its pillar on the base of our clients expectation for which we are dedicated to maximize the actual worth of their investments  through periodic review and regular updates in their portfolio.

Moving ahead ,we forayed in the space of Mutual funds, Government Bonds, NCD, Preference shares, Life & Health insurance, Loans, Real estate, Portfolio mgmt Services, Training modules etc.

Our Organisation operates Mostly with Virtual spaces through out the customer arena with the help of our vast online app based service and immediate responsive attitude. We with our Dedicated Team of Professionals and Promoters, always delighted to help and assist Individuals to plan their financials and manage their Goals efficiently with ease.

We are proposing internships to boost young professionals & aspirants for the betterment in their future oppurtunities.

WHY US...

Our company focusses more on client's wealth maximisation and Goal based Product Offerings.

  1. client can view its portfolio on their phone
  2. our client can any time request statement and transaction report on their own.
  3. Our clients can purchase and redeem from their convenience
  4. we are well equipped with technology and expertise in our field.
  5. we provide free home visits to help our clients.
  6. we focus more on resolution of existing problem rather creating additional task.
  7. we provide 24*7 email & chat support to our clients
  8. we provide free periodic financial health checkup for our clients