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Empowering Your Financial Future

Expert guidance across Personal Finance, Stock Market, Mutual Funds, Smallcases, PMS,
Tax Filings & Insurance

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AT LUCENT FINSERV, WE BELIEVE THAT FINANCIAL FREEDOM IS ACHIEVABLE WITH OUR CORE VALUES

Our Core Values

Guided by integrity, expertise, and a client-first approach, our core values form the foundation for delivering trusted financial solutions and lasting relationships.

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TRUST

We build lasting relationships based on integrity and transparency in all our interactions.

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CLIENT FOCUS

Personalized solutions tailored to your unique needs

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INTEGRITY

Transparent advice with your best interests at heart

innovation

INNOVATION

Cutting-edge strategies for modern market conditions

Our Services

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#1

Personal finance planning

Make informed investment decisions with our expert-backed advisory services. We combine advanced data analytics with deep market insights to deliver actionable recommendations tailored to your financial goals—whether you’re a short-term investor or a long-term investor.

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#2

Mutual Fund Planning

Build long-term wealth with thoughtfully curated mutual fund portfolios tailored to your unique financial goals, risk appetite, and time horizon. Our mutual fund planning service offers a balanced approach to investing—whether you’re saving for a dream home, child’s education, retirement, or simply growing your wealth.

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#3

Retirement Planning

Retirement should be about peace of mind, not financial worries. Our retirement planning services help you build a robust plan that ensures steady income, protects against inflation, and safeguards your lifestyle. Whether you’re decades away from retirement or approaching it soon, we craft a roadmap tailored to your needs and goals.

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#4

Portfolio management services

Our portfolio management services are designed to help you maximize returns while minimizing risks. With a personalized investment strategy, continuous market monitoring, and data-driven decision-making, we ensure your wealth is managed with precision and care.

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#5

Insurance Solutions

Safeguard your future with our comprehensive insurance solutions designed to protect your life, health, income, and family’s financial well-being. Our expert advisors help you choose the right mix of policies to ensure peace of mind, financial security, and long-term protection.

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#6

Tax Filings

Our tax filing services simplify the complex process of filing your Income Tax Returns (ITR). From accurate calculations to ensuring compliance with the latest regulations, we make sure you save time, avoid penalties, and maximize your eligible deductions.

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tax filings

Certifications & Credentials

cwm wealth management

Charted Wealth Management (CWM)

nism

NISM Certified

Testimonials

What My Clients Say?

Coming soon
Amanda LeeCEO & Founder Crix
Coming soon
Adam CheiseDirector at Dynamic
Coming soon
Adam CheiseDirector at Dynamic

Ready to take control of your financial future? Get in touch with our expert advisors today.

Contact us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Address

Hyderabad, Telangana

Phone

+91 7358342770

Email

lucentfinserv@gmail.com

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