Yamini Lokhande

Yamini Lokhande, a seasoned investment strategist with decades of ence, focuses on achieving Financial Harmony by assisting in balancing diverse needs across three generations.

We offer tailored solutions for future planning, budgeting, and family financial planning, addressing key social needs like education and retirement. With a dynamic team, all services are conveniently provided under one roof, ensuring a dependable profess relationship for life and generations.

Renowned for reputable service among clients, we're dedicated to your financial well-being with a commitment to transparency, integrity, and personalized attention. Your financial success is our priority, and we're here to guide you every step with expertise and professionalism, believing in creating a future for you.

OUR ACHIEVEMENTS

Proud Member of MDRT USA

Galaxy Club Member of LIC of India

PBT member of NJ India lnvest

OUR SERVICES

We are dedicated to craft a future of prosperity for you through our comprehensive range of services, including

Family Financial Planning

Retirement Solutions

Education Plans

Wealth Creation Planning

Legacy Planning

Virtual Property Creation

With our proven track record and commitment to your financial well-being, rest assured that your goals are our top priority.