About Us

Mr. Nilesh Pandurang Lodh

Welcome's You

Welcome to my website. Here, me & my team will help you to save your hard earned money so that you can enjoy financially fruitful years ahead.

I, Nilesh Lodh, will empower you to take control of your financial life & guide you in creating a comfortable phase during the golden times of your life. A commerce graduate with AMFI certification, I have 12 years of experience as a financial advisor. With over 1000+ families drawing benefits from my services, I am hopeful of helping many more to find their path of financial freedom & control.

My keen interests in this sector combined with drive for knowledge, I keep myself updated with the current trends of the industry by attending industry level training meets, seminars and also reading latest financial magazines and articles.

My Team

I have a qualified professional team, who are by your side always. They are trained to advise, guide and assist you in all investment related decisions & queries. With the use of latest technology and CRM software, my clients can access their investment portfolio, read latest news, articles & much more, anywhere, anytime.


MDRT - For 10 Years
COT (4 Times MDRT ) 2 Years