Lodha Investment – Climb Towards Financial Freedom

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Years
of experience

Proudly Empaneled with Anand Rathi Digital Wealth

At Lodha Investments, we are proud to announce our empanelment with Anand Rathi Digital Wealth, one of India’s most trusted names in the wealth management space. This partnership empowers us to deliver premium investment strategies and curated financial solutions to our clients. With a legacy of trust and a proven track record, Anand Rathi Digital Wealth has helped over 12,000 families achieve their financial goals in the past decade. Managing an impressive ₹88,000 crore in assets under management (AUM), their investment philosophy stands out by combining Mutual Funds and Structured Products—a unique strategy that not only delivers consistent returns but also creates alpha over Nifty while focusing on capital protection.

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what we’re offering

Providing all the insurance services for you

Our Core Offerings

Through this partnership, Lodha Investments brings to you three powerful wealth solutions: • Wealth+ Portfolio: A thoughtfully curated combination of Mutual Funds and Structured Products, designed to optimize returns while preserving capital. • WealthSIP: A smart and flexible approach to systematic investing—allowing you to start, pause, top-up, and track your SIPs with ease. • Retirement Planning: Customized solutions offering monthly income, inflation-adjusted withdrawals, and long-term capital growth for financial freedom in your golden years.

Our Core Offerings

Supporting Every Stage of Wealth Management

These offerings have been structured to support you across the three critical phases of your financial journey: Wealth Creation, Preservation, and Succession.

Our Core Offerings

Our Three Powerful Wealth Solutions

• Wealth+ Portfolio:

A thoughtfully curated combination of Mutual Funds and Structured Products, designed to optimize returns while preserving capital.

• WealthSIP

A smart and flexible approach to systematic investing—allowing you to start, pause, top-up, and track your SIPs with ease.

• Retirement Planning

Customized solutions offering monthly income, inflation-adjusted withdrawals, and long-term capital growth for financial freedom in your golden years.

Supporting Every Stage of Wealth Management

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Why This Partnership Matters

Wealth+ Portfolio

A carefully curated portfolio designed to balance risk and growth—helping you achieve consistent wealth creation over time.

WealthSIP

A systematic investment plan that ensures disciplined investing, enabling you to build wealth steadily while enjoying the power of compounding.

Retirement Planning

Structured strategies to safeguard your financial independence and provide peace of mind during your golden years.

Wealth Creation

Wealth Preservation

Wealth Succession

Smart Combination of Mutual Funds and Structured Products

Wealth creation is not just about returns—it’s about balancing growth, risk, and liquidity. The Wealth+ Portfolio is designed to thrive in all market conditions through:

Strategic Fund Allocation: Across large-cap, mid-cap, and small-cap segments.
Diversification: 14 carefully selected schemes for reduced risk.
Robust Selection Process:
Only funds with strong equity AUM and track records
- Quantitative metrics like VaR, Standard Deviation & Efficiency Ratio.
- Qualitative vetting by research team

Structured Products:

Competitive returns even in moderate or flat markets.
Focused on capital preservation and low-risk profiles.

Wealth SIP plays a key role in wealth creation by promoting disciplined investing, flexibility, and convenience through a mobile-first experience.

Ongoing Rebalancing, Restructuring, and Reviews

Protecting your wealth is as important as growing it. Anand Rathi Wealth’s team ensures your portfolio adapts to market shifts through:

Periodic Rebalancing: Maintain optimal asset allocation.
Portfolio Restructuring: Align investments with new opportunities and goals.
Comprehensive Reviews: Covering mutual funds, stocks, PMS, and insurance.
Dedicated Monitoring: A 150-member product team tracks and optimizes portfolios constantly.

Wealth SIP adds flexibility—allowing you to adapt to life events by pausing, restarting, or increasing investments anytime.

Securing Your Legacy for the Next Generation

Anand Rathi Wealth’s approach to succession planning ensures smooth and efficient wealth transfer through:

Will & Trust Advisory: To legally safeguard your wishes.
Capital Protection + Growth: Ensuring your wealth not only remains intact but grows for future generations.
Retirement Planning:
- Start withdrawals as early as the first month.
- Adjust income yearly for inflation.
- Ensure capital continues to grow for legacy planning.

Wealth Creation

Wealth Preservation

Wealth Succession

Smart Combination of Mutual Funds and Structured Products
Wealth creation is not just about returns—it’s about balancing growth, risk, and liquidity. The Wealth+ Portfolio is designed to thrive in all market conditions through:

Strategic Fund Allocation: Across large-cap, mid-cap, and small-cap segments.
Diversification: 14 carefully selected schemes for reduced risk.
Robust Selection Process:
- Only funds with strong equity AUM and track records.
- Quantitative metrics like VaR, Standard Deviation & Efficiency Ratio.
- Qualitative vetting by research team.

Structured Products:

Competitive returns even in moderate or flat markets.
Focused on capital preservation and low-risk profiles.

Wealth SIP plays a key role in wealth creation by promoting disciplined investing, flexibility, and convenience through a mobile-first experience.

Ongoing Rebalancing, Restructuring, and Reviews

Protecting your wealth is as important as growing it. Anand Rathi Wealth’s team ensures your portfolio adapts to market shifts through:

Periodic Rebalancing: Maintain optimal asset allocation.
Portfolio Restructuring: Align investments with new opportunities and goals.
Comprehensive Reviews: Covering mutual funds, stocks, PMS, and insurance.
Dedicated Monitoring: A 150-member product team tracks and optimizes portfolios constantly

Wealth SIP adds flexibility—allowing you to adapt to life events by pausing, restarting, or increasing investments anytime.

Securing Your Legacy for the Next Generation

Anand Rathi Wealth’s approach to succession planning ensures smooth and efficient wealth transfer through:

Will & Trust Advisory: To legally safeguard your wishes.
Capital Protection + Growth: Ensuring your wealth not only remains intact but grows for future generations.
Retirement Planning:
- Start withdrawals as early as the first month.
- Adjust income yearly for inflation.
- Ensure capital continues to grow for legacy planning.

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What they’re talking about company

We’re trusted by more then
3800 satisfied & happy customers.

Ramesh K.

Bangalore

“Lodha Investment made financial planning simple for me. I started my SIPs with their help, and their guidance was crystal clear. Highly recommended for anyone new to investments.”

Ramesh K.

Bangalore

“Lodha Investment made financial planning simple for me. I started my SIPs with their help, and their guidance was crystal clear. Highly recommended for anyone new to investments.”

Ramesh K.

Bangalore

“Lodha Investment made financial planning simple for me. I started my SIPs with their help, and their guidance was crystal clear. Highly recommended for anyone new to investments.”

Ramesh K.

Bangalore

“Lodha Investment made financial planning simple for me. I started my SIPs with their help, and their guidance was crystal clear. Highly recommended for anyone new to investments.”

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FAQ's

Offering great insurance solutions for you

What is a SIP and how does it work?

A: A SIP (Systematic Investment Plan) allows you to invest a fixed amount in a mutual fund regularly (monthly/quarterly). It helps in disciplined investing, rupee cost averaging, and long-term wealth creation.

Is it safe to invest in mutual funds?

A: Yes, mutual funds are regulated by SEBI and managed by professional fund managers. However, returns are subject to market risks. We help you choose funds based on your risk tolerance and goals.

What does health insurance typically cover?

A: Health insurance covers hospitalization costs, pre- and post-hospital expenses, surgeries, diagnostics, and sometimes maternity and daycare procedures, depending on the plan.

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