Contact | Lumos Partners

Our Services

We offer comprehensive wealth management solutions designed around your unique financial goals. Our approach integrates personalized investment strategies, prudent asset allocation, and continuous portfolio monitoring to achieve sustainable long-term growth.

We provide access to a wide range of investment products including Mutual Funds, Equity Broking, PMS Distribution, Fixed Income Instruments, Structured Products, SIFs, and AIFs — enabling a well-diversified and balanced investment portfolio.

We help you safeguard your financial future through comprehensive risk management and insurance solutions.

Our advisory includes a full range of insurance products — Life Insurance, Health Insurance, and General Insurance — designed to protect you, your family, and your assets against unforeseen events. With the right coverage in place, your wealth plan stays secure no matter what life brings.

We simplify taxation so you can focus on growth. Our team helps you structure your investments smartly, ensuring optimal tax efficiency. From strategic tax planning to accurate and timely return filing, we provide complete support to help you stay compliant while maximizing savings.

Our offshore fund advisory helps you explore global investment opportunities. We guide you through international diversification, currency management, and compliance, helping your portfolio reach global potential.