Our personalized approach for your financial prosperity

Our Work Process
Services We Offer
Why Choose Us
about-us

Achieve Financial Peace With Us

LTIS Edge was founded in 2002 in Lucknow, India, to simplify the complexities of the financial world and assist every individual in achieving economic independence. We are financial planners who have been assisting people in financial planning, strategizing, and management through personalised products such as Life Insurance, Health Insurance, Mutual Funds, Fixed Deposits and Bonds.

We firmly believe in long-term and fruitful relationships with each and every one of our clients. We streamline your finances so that you can achieve complete financial peace. Whether you want to fulfil your financial responsibilities or want to build wealth and generate regular income, We Are Here For You!

Our Work Process

Approach To Personalized Solutions For You

Acknowledgement

Acknowledging your income, expenses, risk appetite, and financial goals is our first step.

Acknowledgement

Research & Analysis

We then put ourselves in your shoes to analyse the situation and search for appropriate products to offer.
Research & Analysis

Solution

Following the analysis, 
 we develop a customized, personalized, and intelligent solution to help you achieve all your objectives.

Research & Analysis

Services We Offer

Secure your family’s financial future by securing your life with a suitable life insurance that will look after your responsibilities, even in your absence.
When the medical bills are continuously rising day by day, it is a necessity to insure your health with an adequate health insurance.

Invest in Mutual Funds as per your budget, goals and risk appetite, to build wealth, generate income and achieve your financial goals.

Why Choose Us

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  • Quality Commitment
  • Creative Teams
  • Honest & Dependable
Personalization

Personalization

Our every service and product is personalized as per your goals and return expectations.
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Cost-Efficient

With ethical advisory, we are the most cost-efficient firm for your financial growth.
Constant

Constant Innovation

We constantly improve our methods and techniques with a touch of digital innovation.
Complete Assistant

Complete Assistance

From acknowledging to intelligent solutions, we offer complete assistance for all your needs.
Life Insurance
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Health Insurance
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Mutual Funds
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Meet Our Professionals

Having more than two decades of experience in financial planning, our every certified financial planner is here to help you achieve all your life goals.

Sachin Kapoor-Finansi CEO

Leena Kapoor

Head Finance

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Leena Kapoor

Head Finance

Loveleen Khosla (1)

Loveleen Khosla

Head Marketing