Lumina Wealth · Pune
Illuminating wealth for generations
From your first mutual fund to your family’s legacy — personalised, plain-English financial guidance for Pune’s professionals, business owners and families.
Our services
Every chapter of your financial life
Six ways we help you grow, protect and pass on wealth — each guided by a personal advisor, not a product pitch.
Mutual Funds
Curated portfolios matched to your goals, risk and time horizon — reviewed with you, not sold to you.
Equity Trading
Research-driven equity guidance for long-term wealth creation, without the noise of daily tips.
PMS & AIF Advisory
Access to professionally managed portfolios and alternative investments for larger corpora.
Fixed Deposits
Stable, predictable returns from carefully selected corporate and bank deposits.
Loan against MFs / Shares
Meet short-term needs without selling your investments — borrow against what you already own.
All Types of Insurance
Life, health and general insurance chosen for protection first — cover that actually pays when it matters.
Transparency
Clear fee structures and honest conversations. You always know what you own, and why you own it.
Personalised planning
No model portfolios off a shelf. Your plan is built around your goals, income and stage of life.
Research-driven insight
Recommendations grounded in fundamentals and data — never in this month’s trending fund.
Ongoing review
Markets change and so does life. We sit with you regularly to keep your plan on course.