About Us
20+ years of guiding Indian families.
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 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.
Launched Level Up Finance — Lohia Investments' digital home.
Meet the Team
The people behind your peace of mind
Rajesh Lohia
Founder
The foundation of Lohia Investments was laid in 2004 by Mr. Rajesh Lohia, whose dedication, integrity, and client-first philosophy have transformed the organization into a trusted name in financial and insurance services. Over the past two decades, he has guided thousands of families in protecting their futures and building wealth through prudent financial planning.
His relentless pursuit of excellence has earned him more than 100 prestigious awards and recognitions from leading insurance and financial institutions. Widely respected for his expertise and ethical approach, Mr. Lohia has become a renowned figure in the industry, known not only for business success but also for the lasting relationships he has built with clients across generations.
Aditya Lohia
Portfolio Analyst
Representing the next generation of leadership, Aditya Lohia combines modern financial expertise with a strong commitment to client success. A Certified Financial Planner (CFP), CFA Investment Foundation Badge holder and AMFI Registered Mutual Fund Distributor, he has been actively involved in helping clients create structured wealth-building strategies through mutual funds, insurance solutions, retirement planning, and goal-based investing.
With a vision to modernize financial advisory services through technology, digital engagement, and data-driven planning, Aditya is focused on expanding the firm's reach while preserving the values that have been the cornerstone of Lohia Investments since its inception.
Anshita Gupta
Customer Experience & Operations
With professional experience at G4S, the world's largest private security and facility services provider, Anshita Gupta brings operational excellence and a customer-centric approach to Lohia Investments. She is dedicated to creating seamless client experiences through efficient systems, proactive support, and personalized service.
Her focus on relationship management, process optimization, and client satisfaction ensures that every interaction reflects the firm's commitment to trust, responsiveness, and genuine care.
Support Team
Operations & Back Office
The dedicated executives who keep every process running smoothly behind the scenes.
Pragya Singh
Back Office Executive
Pragya ensures operational efficiency through accurate documentation, timely processing, and dedicated client support — contributing to a seamless service experience for every client.
Nikhil Shukla
Back Office Executive
Nikhil specializes in backend operations, record management, and process coordination, helping maintain the high standards of reliability and service excellence at Lohia Investments.
Our Story in Pictures
Two decades, captured in moments
Glimpses from investor meets, felicitation ceremonies, client gatherings, industry events and team moments — where strategy meets relationships. Click any image to view full size.
Values that guide every decision
We're not just managing money — we're protecting dreams.
- Transparency
- Long Term Wealth
- Relationship First Approach
- Education Driven Approach
- Sampoorna Suraksha
- SEBI-Compliant