Personalized Investment Solutions
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Tell Us What Your Financial Goals are, We will Build a Plan to Help You Achieve.

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People behind LPH Financial Services

Meet the people who will assess your next financial move.

Why We Do What We Do
Our Mission

To create a world where greater financial security is possible through education and empowered financial planning decisions. We work to find better investment possibilities for your hard-earned money.

Our Vision

We aim at empowering 1 million people over the next 10 years to make know the importance of financial protection. We at LPH, implement transparent procedures and unending support to ensure fruitful financial solutions for our clients.

Global Investment Performance Standards GIPS®

Global Investment Performance Standards (GIPS®) is a set of voluntary ethical principles, which help the global financial planners to compute and analyze their investment options to their potential clients. The objective of GIPS is to inspire the financial planners to present the complete disclosure and fair representation of investment performance.

Expert Advisors

We implement an all-inclusive approach to building a financial plan that means our expert professionals make all efforts to identify your short and long term financial goals, and consequently recognize the areas where you require calculated guidance and support.

Every individual has dissimilar requirements based on his/her income and expenditure. The financial goals do also vary depending on what stage of life you are at. We go through every determining factors before building a plan for our esteemed clients. We keep on observing our clients’ investment portfolio and revisit the plan to make sure that everything is going as per the strategy.

Strategic Planning

Whether it’s employees’ benefit, financial planning for an individual, life insurance, trade credit insurance, or health insurance, LPH Financial Services is here to make the things easier. With a team of experienced professionals, we are excited to help you at every stage of your financial life. We customize the scope of our assessment and plan to our client’s specific requirements and financial goals.

Our strategic plans are precisely developed to serve your goals and to bring you the knowledge and research analysis to empower your financial acumen. You can tap on the investment opportunities available to you.

Specialized Services

Whatever your financial goals are, we always strive to make you financially prepared with detailed insights into your current financial situation, including the available investment opportunities. We offer specialized services to serve our clients’ specific requirements. Our expert professionals have hands-on experiences in helping businesses to develop a package of employee benefits, serving both parties’ interests.

Whether you’re planning to get on the road to investing, or a high net worth individual, our professional and experienced financial planners will be there to guide you to set up your financial goals and to get a custom-made investment plan that serves your requirements.

WE ARE ALWAYS HERE TO HELP YOU!
More than 40 years we protect your lives

We
Care

We are compassionate to protect and nourish your goals.

We
Listen

We pay heed to your needs to get valuable insights.

We
Value Time

We know time is the most valuable thing for financial planning.

We
are Our Word

We strictly adhere to our commitment—it is our real wealth.

We Make
Things Happen

We offer adapted financial plans to make things happen.

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