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Tools

Navigating Financial

Success.

Get personalized solutions that actually work.

Mutual fund portfolios that are hand-picked and curated by our expert team.

Innovative Tools Powered by Lumiq

Crafted using our Proprietary machine intelligence matched with human expertise

Lumiq’s tools are meticulously crafted using proprietary machine intelligence seamlessly matched with human expertise. Our team, comprised of industry experts from top financial institutions, brings a wealth of experience, having advised major asset management companies. By integrating institutional frameworks, Lumiq is dedicated to empowering every Indian investor with cutting-edge tools and expert insights.

Experience financial sophistication with Lumiq Wealth!

A Team

By our seasoned team with experience of 150+ years

5000+ mutual funds schemes

Delivering investment success stories is our motto and the numbers speak for themselves

Find your perfect blend

Every portfolio is designed and customized as per your needs and goals

Risk Profiling

Navigate your financial journey with Lumiq Wealth’s risk profiling module, evaluating your ability and willingness to take risks. Our tailored scoring system ensures personalized strategies, aligning your investments with your unique risk profile.

  • Understand your risk tolerance
  • Determine your investment goals
  • Assess your capacity for risk
  • Tailor your strategy to match your risk profile
Let’s Start

Portfolio Optimizer

Portfolio Optimizer

Empower your investments with Lumiq’s Portfolio Optimizer. Simply upload your existing portfolio details in any format, schedule an appointment, and let us analyze and review your portfolio through the lens of our robust investment framework. Elevate your financial strategy with Lumiq Wealth.

  • Analyze and optimize an investment portfolio
  • Diversify investments for better risk management
  • Identify asset allocation based on goals & risk
  • Maximize returns while minimizing risk
Let’s Start

Still have question?
We’re here to help

Lumiq Wealth is a holistic wealth management platform combining advanced technology and expert financial guidance, offering personalized solutions to meet the unique needs of individual investors.

Lumiq's Risk Profiling assesses your ability and willingness to take risks, enabling a personalized investment strategy. The scoring system aligns your portfolio with your unique risk profile.

Lumiq Portfolio Optimizer allows investors to upload their existing portfolio details in any format, scheduling an appointment for a comprehensive analysis and review according to Lumiq's investment framework.

Lumiq's team comprises seasoned experts with backgrounds in top financial institutions and experience advising major asset management companies, bringing institutional frameworks to individual Indian investors.

You can initiate your journey with a minimum investment of Rs. 1,00,000 and subsequently top up your portfolio with as little as Rs. 10,000.

Lumiq Wealth's tools offer personalized insights, data-driven portfolio optimization, and the integration of institutional frameworks. Lumiq's machine intelligence is proprietary, carefully crafted to complement human expertise. This unique combination empowers investors with cutting-edge solutions for their financial success.

Lumiq Wealth Private Limited, an AMFI registered Corporate Mutual Fund distributor, generates revenue through distribution income received from Asset Management Companies (AMCs).

Lumiq Wealth recommends mutual funds for diversified portfolios, professional management, and historical performance. With a tailored approach based on managed funds, we enhance security. This minimizes risk and maximizes returns, making mutual funds a prudent choice for long-term wealth creation compared to direct equity.

We recommend reviewing your portfolio with us every quarter, discussing your life goals, and ensuring the portfolio aligns with the stated investment objectives.

Like everything in life, nothing is certain. Mutual funds, more so, involve uncertainty. At Lumiq Wealth, we are AMFI Regulated and we strive to add science to the madness, working with the right intention and execution strategy to ensure we are on the path to your financial success.

Didn’t find what you were looking for? Let’s Schedule an appointment