Unbiased financial planning focused on your growth and profit.
Financial planning customized as per your goals & budget.
Helping you attain peace of mind with our transparent procedure.
To simplify the complexities of the financial world and help every individual attain economic independence, Lifetime Investment Services was conceived in 2002 in Lucknow, India. Ever since our inception, we have been assisting people in Financial Planning, Strategizing and Managing their wealth and investments through personalized products such as Life Insurance, Health Insurance, Mutual Funds, Fixed Deposits and Bonds.
We firmly believe in establishing long term and fruitful relationships with our clients. Whether someone wants financial planning to fulfil their responsibilities or possesses a desire to build wealth and generate regular income, we streamline their finances in such a way that lets them attain complete financial freedom.
We start by acknowledging your Income, Expenses, Risk Appetite and Financial Goals, before moving towards your financial planning.
We are a team of certified financial planners with a multi-aspect approach to all your financial planning.
Having started with Life Insurance, we added Mutual Funds, Deposits, and Bonds in 2004 and became Lifetime Solutions.
In 2009, we added Health Insurance with the belief that people’s savings should not be exhausted in paying huge medical bills.
After achieving MDRT for 10 years, we became Lifetime Investment Services and today we have a strong back-office team of 8 people. We’re proud to be serving the third generation of our clients.
With the aim to protect the financial future of individuals and families, we stepped out of our homes to spread financial literacy among everyone, especially women.
To keep up with the digitized world, we opted for technology assistance to serve our clients better and give them 24x7 access to their portfolio using software.