About Us
A family helping yours grow.
For over 20 years, Lohia Investments has been the trusted financial partner for thousands of Indian families. We don't sell products — we build relationships.
Our Mission
To empower every family with simple, honest, goal-driven financial planning that creates lasting wealth.
Our Vision
To be India's most trusted family wealth partner — where every conversation is personal and every plan is intentional.
Our Promise
No pushy sales. No hidden fees. Just genuine guidance — for your goals, your family, your future.
Our Journey
Two decades. One mission. Countless families served.
Lohia Investments founded with a simple promise — give every family honest financial guidance.
Stepped into the Mutual Fund industry.
Embraced digital-first investing. SIP onboarding goes paperless.
Guided families through volatile markets with calm, data-driven advice.
Launching Level Up Your Finance — our digital home.
Meet the Team
The people behind your peace of mind
Rajesh Lohia
Founder · Wealth Strategist
Started Lohia Investments in 2004 with a single belief — that every Indian family deserves honest, personalized financial advice. Over two decades later, that belief still guides us.
Aditya Lohia
Co-founder · Investments Lead
Brings modern research, tech tools and disciplined portfolio construction. Believes wealth creation is a marathon — built on patience, data and goal clarity.
Anshita Gupta
Client Experience Lead
Your dedicated point of contact. Makes every plan, review and conversation feel personal — because money decisions deserve real human warmth.
Our Partners
Backed by India's most trusted financial brands
We work with leading insurers and asset management companies so you get the right plan — not just any plan.
Life Insurers
General Insurers
Mutual Fund Houses
Values that guide every decision
We're not just managing money — we're protecting dreams.
- Transparency over commissions
- Long-term wealth over quick wins
- Family-first relationships
- Education before sales
- SEBI-compliant always