Managed Portfolio
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About us

Hi! Welcome to LifeStrategies. We Thank You for Investing your valuable time in visiting our website. We hope you'll spend a few minutes getting to know us and how we can work together to help you achieve your Important Goals.

We are in the Life Strategising business and are distributors for MF, FDs , Bonds, Stocks, etc. We help our clients to achieve their Goals through customized Solutions keeping in mind your Cash Flows, Current Commitments, Current Investments, Goals, etc.

We believe in Creating Value and making a Positive Difference in the lives of peopleWe touch. We believe each client is unique, hence we put a context around our Clients Goals & Objectives. We do not come to any meeting with a Preconceived Notion. We would rather get to know the person, explore ways we can work together, understand his/her Concerns/Challenges, Goals, Aspirations etc. Our only agenda is Creating Value for the CLIENT.

This Value Creation is a two step process wherein in the First Meeting we share certain Ideas and Concepts. If after this process the prospect is comfortable then only we move to the Second stage. Before the Second meeting the Strategyis prepared keeping in mind the Cash flows, Current Emi's if any, Current Investments etc.

During the Second Meeting a Review of the First meeting is done and then a Product Strategy is presented wherein we lay out the best possible Road Map with the" Least Possible Risk Route" to achieve the desired Objectives of the Client. Once the person wishes to go ahead we take steps towards the Implementation of Strategy.We are a 100% online Paperless office & we provide Login ids, Passwords & Apps for the client to view their Investments.

After this, there is an Annual Review wherein we review the performance of the recommendations of the Asset classes in the year gone by and make changes if necessary. As mentioned earlier the idea is make a Positive Difference in the lives of people whom we touch through a Value Creating and Holistic Process.

Continuous process of refinement and competence is our duty towards our Customers, which is why we are constantly upgrading our Knowledge and Skills. The idea is to be perpetual students so that we can deliver the best of services & strategies.

The business is run jointly by my wife Sonal, along with a team of EIGHT Individuals, and me. Please view the Services page.

Please feel free to contact us for more information, any questions you have, or to schedule a Free No Obligatory first meet by prior appointment. We look forward to meeting you. Have a Rocking day, Live with Passion and Carpe Diem (Seizethe Day)

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