High growth
Long-Term Wealth
For 10+ year horizons
CAGRTimeline
+18.4%
RiskHigh
Min. SIP₹ 2,500
No. of Funds8
Lets start the process of Wealth Building
A thoughtful approach to your
financial future.
Earlier the Better
Trusted across Anand
1500+ · Investors served
50 · Cities served
5/5 · Google Reviews (210+)
Begin anywhere
Six paths to a more purposeful financial future.
No sign-up. No pressure. Just explore, understand, and invest when you’re ready.
Discover your investor personalityA short reflection to understand your risk appetite and ideal allocation.Plan your financial goalsRetirement, your child's future or a new home. See what it really takes.Analyse your existing portfolioUpload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.Explore curated investment basketsHand-built portfolios for every life stage, risk profile and ambition.Compare fixed deposit ratesBank and corporate FDs side-by-side, with senior citizen and monthly payouts.Book a free consultationSit down with a Your company partner to map your goals, risk and next steps. No obligation.
Curated by Your company
Portfolios built around your goals.
Research-backed baskets, thoughtfully reviewed and rebalanced by our in-house experts. Invest with confidence, not confusion.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Goal planning
Every rupee working towards your goal.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Plan your first goalIllustrative example
Retirement
Comfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
72%
₹ 2.80 Cr investedTarget ₹ 3.9 Cr
See it compound
What could an SIP become?
A ₹5,000 step-up on a 20Y goal can shorten the timeline by ~14 months. Try the math ?
Illustrative only
Assumes 12% p.a.
Market returns vary over time
Monthly SIP₹10,000
Invested
₹18 L
Growth
₹29.6 L
Total
₹47.6 L
मेरी SIP Goal वाली
GROWTH +₹29.6 L
Projected value in 15 years
₹47.6 L
at an assumed 12% p.a. · illustrative
InvestedGrowth
Kalpesh Patel
AMFI · ARN-305991“To encourage accumulation of wealth for peace of mind”
1500+
Families served
50 cities
Served
24 Yrs
Experience
Personal advice for a personal financial journey.
Wealth is personal.
Your wealth partner should be too.
Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
Our services
One Stop Financial Solutions.
My money has a purpose. My family needs protection. My future needs a plan.” At Lilavati, we start by understanding you — your needs, goals and priorities — before recommending any solution. We bring together the right mix of Protection, Investment & Wealth, Fixed Income, High-Yield Opportunities and Liquidity, so your financial strategy works around your life, not around a product. Need-Based Investment & Insurance Solutions Provider
Protection
“What happens to my family if I’m not there?”
Investment & Wealth
“I don’t just want to save money. I want it to grow towards my dreams."
Fixed Income
“I want my money to work, but I also want stability and regular income."
High-Yield Options
“I want better opportunities, but not without understanding the risks.”
Liquidity
“When I need my money, I want it to be there.”
What investors say
Built on relationships, not transactions.
Our story
सबसे अच्छा चुनना जरूरी नहीं। आपके लिए सही चुनना जरूरी है।
Lilavati Investment Pvt Ltd
To encourage accumulation of wealth for peace of mind
This firm was started so that people are prepared for financial shocks which is becoming quite common nowadays.
To encourage accumulation of wealth for peace of mind
2002
Individual Founded
2023
Company Firm
1500+
Families served
24 yrs
Experience
“
“We measure ourselves by one thing: whether a family is closer to their goals than they were last year.”
Kalpesh Patel
Director · 24 years
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
Lilavati Investments Pvt Ltd on mobile
Your whole portfolio, in your pocket.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
Biometric login
UPI autopay
Smart alerts
4.8 average
Good evening
Anjali
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
Start in 2 minutes
Your wealth journey begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to get started.