About Us

At Lumos Partners, we are driven by a shared vision — to simplify wealth management and empower our clients to achieve financial independence. Our philosophy is rooted in trust, transparency, and long-term growth, ensuring every investor experiences peace of mind and prosperity.

Our Team

We are a team of seasoned professionals comprising MBA (Finance) graduates and Chartered Accountants with a collective experience of over 100 years in Wealth Management, Taxation, Forensics, Equity Research, and Product & Solution Development.

Our expertise has been honed through years of working with leading global institutions such as Citi Bank, Standard Chartered Bank, Barclays, Ernst & Young, and Financial Technologies.

Guided by our Ikigai — the passion to help investors achieve Financial Freedom — we take pride in being trusted by over 175 families for managing their complete wealth journey.

We are also proud to share that our team has been a part of the prestigious MDRT (Million Dollar Round Table) for five consecutive years, a testament to our commitment to excellence and client success.