Investment advisory services with LGT Securities India Pvt. Ltd.

Welcome to LGT Securities India Pvt. Ltd., a wholly owned subsidiary of LGT Wealth India. As one of the pioneers in India's private wealth management landscape, we believe in delivering consistent service excellence to our clients. Through our Investment advisory services, we bring you robust research and insights across a wide range of financial products. Our distinctive coverage on domestic markets enables us to craft bespoke investment advice that is reliable and responsible.

Drone aerial view of the oldest tea plantation in Europe at Gorreana farm field in Sao Miguel sland, Azores, Portugal

At the core of our model lies the digital consolidation of your investments which helps in aligning our advice with the uniquely designed investment governance structure. Our agile, no-conflict advisory model ensures that your evolving financial needs are addressed effectively.   

We offer a holistic approach to advice that extends beyond investments to encompass legacy planning, philanthropy, and specialized legal structures. Experience the power of having an entire wealth ecosystem at your fingertips, expertly curated and managed with the distinguished expertise that defines our Investment Advisory Services. 

Client Engagement Model

Governance structure

  • Risk profiling  
  • Asset class allocation  
  • Product suitability 
  • Floors & caps for volatility management

Digital Consolidation

  • Across entities, bankers & brokers
  • Aggregation across bankers & brokers  
  • Multi-facet waterfall reporting
  • Transaction level data management  
  • Customizable dashboards

Bespoke advice

  • Long-term investment philosophy  
  • Institutional quality research 
  • Tactical & technical ideation 
  • reverse product feedback 

Review & monitoring

  • Monthly reviews
  • Market updates
  • Periodic risk assessmant
  • Cost control 

Risk management

  • Monitoring risk parameters
  • Periodic gap analysis
  • Observations & action points
  • Portfolio rebalancing
  • Tactical calls 

Connect with our Investment Advisory experts

Ready to take your investment strategy to the next level? Reach out to LGT Securities India’s team of specialists for bespoke investment advisory services tailored to your financial objectives. Whether you're exploring sophisticated financial instruments or need guidance on portfolio consolidation, we provide expert counsel to optimise your investments.

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