Sri Laxmi Investments

Hyderabad, India Founded: 2014 • Age: 12 yrs
Offers mutual funds, insurance, and financial planning services to individual clients.

About Sri Laxmi Investments

Sri Laxmi Investments is a Financial Services company based in Hyderabad (India) founded in 2014. It offers mutual funds, insurance, and financial planning services to individual clients. It operates on a B2C model. Sri Laxmi Investments offers products and services including Mutual Funds Service, Insurance Planning, Tax Planning, Wealth Advisory, and Estate Planning. Its focus areas include Finance, Investment Tech, Mutual Funds and SIP Investments. Its competitors include Scripbox, FundsIndia and Kuvera; 3 of its 3 listed competitors have raised funding.

Company details

Sri Laxmi Investments is a financial advisory firm based in Hyderabad, India, offering services like tax planning, insurance planning, estate planning, and wealth advisory. They help clients invest in mutual funds through SIPs, plan for education and retirement, and provide goal-based financial strategies. The firm uses a structured approach to manage risks and achieve financial goals, serving individual investors with personalized advice.

  • Headquarters Hyderabad, India
  • Sectors
    Financial Services
  • Email
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  • Website srilaxmiinvestments.com

Products & Services of Sri Laxmi Investments

Sri Laxmi Investments offers a comprehensive portfolio of products and services, including Mutual Funds Service, Insurance Planning, Tax Planning, Wealth Advisory, and Estate Planning.

Mutual Funds Service
Investment

Platform for SIP investments in mutual funds

Insurance Planning
Risk Management

Advice on insurance products for financial protection

Tax Planning
Financial Advisory

Strategies for optimizing tax obligations

Wealth Advisory
Asset Management

Guidance on structuring and preserving wealth

Estate Planning
Succession Planning

Assistance in transferring assets after death

Competitors of Sri Laxmi Investments

Sri Laxmi Investments has 3 listed competitors in our database, 3 of them funded. They include Scripbox, FundsIndia and Kuvera.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
scripbox.com2012Bengaluru, India$83.98M398
Platform offering mutual fund investments, financial planning, and wealth growth services
fundsindia.com2008Chennai, India$16.64M881
Online investment platform for mutual funds and other financial products
kuvera.in2016Bengaluru, India$10.11M82
Mutual fund portfolios are created via an app-based investment platform.
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Detailed competitors of Sri Laxmi Investments

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Top companies in Real Estate & Property Investment Funds

2 companies that operate in the same segment as Sri Laxmi Investments (Real Estate & Property Investment Funds) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Mutual fund management and investment services in India.
2011Mumbai, Maharashtra, IndiaUSD 256.02 K
Full-service corporate advisory services are provided by Emkay.
1995Mumbai, Maharashtra, IndiaUSD 41.78 M534
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Frequently Asked Questions about Sri Laxmi Investments

Sri Laxmi Investments was founded in 2014.

Sri Laxmi Investments is headquartered in Hyderabad, India. It is registered at Hyderabad, Telangana, India.

Sri Laxmi Investments is a financial advisory firm based in Hyderabad, India, offering services like tax planning, insurance planning, estate planning, and wealth advisory. They help clients invest in mutual funds through SIPs, plan for education and retirement, and provide goal-based financial strategies. The firm uses a structured approach to manage risks and achieve financial goals, serving individual investors with personalized advice.

Sri Laxmi Investments's top competitors include Scripbox, FundsIndia and Kuvera.

Sri Laxmi Investments offers Mutual Funds Service, Insurance Planning, Tax Planning, Wealth Advisory, and Estate Planning.

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