Our Services

LP Money Management Services offers a wide range of financial solutions to help you achieve your goals.

💰

Finance Services

Personal, Business, Property, and Home Loans from top 10 listed private Banks and 45 Top NBFCs. Credit Cards and loans against assets.

Learn More
🏦

Banking Services

Savings Accounts, Fixed Deposit Accounts, and Demat Accounts from leading financial institutions and broking firms.

Learn More
🛡️

Insurance Services

Comprehensive insurance solutions including Term, Health, Vehicle, and specialized insurance plans from top insurance houses.

Learn More
📈

Investment Services

Mutual Fund Investment from 44 AMC and more than 15,000 Funds. SIP investment and IPO opportunities.

Learn More
🆘

Special Insurance Services

Additional specialized insurance and protection plans to meet unique individual needs.

Learn More
📚

Training & Development

Money Matters: Mastering Financial Management. Comprehensive workshops and resources to enhance your financial literacy and decision-making skills.

Learn More

Our Vision and Values

Transforming Financial Services with Integrity and Innovation

Our Vision Statement

To be a leader and role model in a broad-based and integrated financial services business.

Our Four Pillars

01

To Be a Leader

Committed to excellence in every aspect of our business. Setting benchmarks, not just participating.

02

To Be a Role Model

Achieving success through integrity, transparency, and delivering best-in-class solutions.

03

To Be a Broad-Based Player

Understanding and addressing both explicit and implicit customer needs across life stages.

04

To Be an Integrated Player

Leveraging cross-business synergies and creating interconnected financial service ecosystems.

Our Core Values

Integrity

Highest standards of ethical conduct in all our actions.

Customer-Centricity

Putting customer needs at the heart of everything we do.

Innovation

Continuous improvement and creative financial solutions.

Collaboration

Teamwork across business lines to deliver exceptional service.

Accountability

Taking ownership of our actions and delivering results.

Transparency

Open and clear communication with all stakeholders.

BANKs
12

BANKs

Loans Processed
42

NBFCs

Experience
22

LIFE INSURANCE COMPANIES

Investment Options
24

GENERAL INSURANCE COMPANIES

HEALTH INSURANCE COMPANIES
24

HEALTH INSURANCE COMPANIES

mf
46

MUTUAL FUND 
HOUSES

Loan Customers
131400

Loan Customers

Credit Card Customers
86400

Credit Card Customers

Life Insurance Customers
30660

Life Insurance Customers

General Insurance Customers
137970

General Insurance Customers

Health Insurance Customers
164250

Health Insurance Customers

Mutual Fund Customer
76800

Mutual Fund Customers

Investment Advisory Services in Your City
Wealth Management Solutions
Financial Planning Experts in Your City
Retirement Planning Services
Personal Finance Consultation
Tax Planning Strategies
Banking Solutions in Your City
Savings & Investment Plans
Fixed Deposit Consultation
Loan Advisory Services
Credit Management Solutions
Corporate Banking Services
Insurance Solutions in Your City
Life Insurance Advisory
Health Insurance Planning
Property & Vehicle Insurance
Group Insurance Plans
Insurance Claim Assistance
Stock Market Investment in Your City
Mutual Fund Portfolio Management
Equity Investment Advisory
SIP Planning Services
Market Analysis and Reports
Portfolio Diversification Strategies