TRUSTED BY LEADING INSTITUTIONS & 1,800+ INVESTORS
Latkar Investment Services Pvt. Ltd.
Leading to Prosperity Since 2004
Building Wealth with
Confidence
Our Modern Centre
Where Your Financial Journey Begins
Your Trusted Financial Partner Since 2004
Latkar Investment Services specializes in mutual fund distribution, insurance, and comprehensive financial planning. We make wealth creation accessible, understandable, and rewarding.
- ✔ Personalized investment strategies for every life stage
- ✔ Dedicated relationship managers for each client
- ✔ Regular portfolio reviews and rebalancing
- ✔ Digital-first with human touch approach
1800+
Happy Clients
₹300 Cr+
AUM
14+
Countries
₹2 Cr+
Monthly SIP
MILESTONES
Started profession with LIC Agency
Established first office
Started as a Mutual Fund Distributor
Introduced 'Arvind Investments'
MF AUM 50 Cr Milestone
MF AUM 100 Cr & 1 Cr Live SIP
MF AUM 200 Cr Achieved
2 Cr Live SIP Milestone
Reached MF AUM 300 Cr Milestone
Journey & Milestones
Started profession with LIC Agency
Established first office
Started as a Mutual Fund Distributor
Introduced 'Arvind Investments'
MF AUM 50 Cr Milestone
MF AUM 100 Cr & 1 Cr Live SIP
MF AUM 200 Cr Achieved
2 Cr Live SIP Milestone
Reached MF AUM 300 Cr Milestone
Launched
Latkar Investment Services Pvt. Ltd.
Started profession with LIC Agency
Established first office
Started as a Mutual Fund Distributor
Introduced 'Arvind Investments'
MF AUM 50 Cr Milestone
MF AUM 100 Cr & 1 Cr Live SIP
MF AUM 200 Cr Achieved
2 Cr Live SIP Milestone
Reached MF AUM 300 Cr Milestone
Launched
Latkar Investment Services Pvt. Ltd.
Smart Investment Solutions
Comprehensive range of financial products to meet every need and risk appetite.
Mutual Funds ↗
Diversified equity, debt & hybrid fund solutions tailored to your risk profile and financial goals.
Begin your SIP journey today
Monthly Income Plan ↗
Regular income through systematic withdrawal plans designed for retirees and income seekers.
Gold Mutual Funds ↗
Invest in gold digitally through mutual funds – a hedge against inflation and market volatility.
Insurance ↗
Comprehensive life and health insurance solutions to protect your family's financial future.
Company FD & Bonds ↗
Fixed deposits & bonds from top-rated companies offering assured returns with low risk.
Technology-Driven Excellence
Modern financial services bringing convenience and transparency to your investment journey.
Investment Analysis & Review
In-depth portfolio analysis with regular performance reviews and rebalancing recommendations for optimal returns.
Cash Flow Management
Strategic cash flow planning to optimize your savings, investments, and daily financial needs effectively.
Mobile App Facility
Track Investments, Execute Transactions, and view reports anytime through our mobile application.
Online Service Platform
Complete digital platform for account management, statements, and seamless online transactions.
Planning for Every Life Goal
Specialized expertise across key financial planning areas for life's most important milestones.
Retirement Planning
Retire on your own terms — comfortable, dignified and worry-free.
Child Education
Secure your child's higher-education dreams with disciplined SIPs.
Child Marriage
Build a strong financial cushion to celebrate your child's milestone grandly.
NRI Investments
Specialised solutions for NRIs across 14+ countries with full compliance.
Tax Planning
Smart Tax Investment Planning under 80C, 80D and beyond.
Corporate Investments
Treasury & surplus management strategies tailored for businesses.
Meet The Experts
A dedicated team of professionals committed to your financial success and well-being.
Arvind Latkar
CHIEF EXECUTIVE EXECUTIVEPost Graduate in Commerce Faculty- M.Com Experience in Banking, Insurance, Mutual Funds of 30+ Years
Rasika Latkar
Business Development ExecutiveBBA Finance & MBA Marketing From
IIEBM- Indus Business School, Pune
Marketing Experience of 1 Year in a Fmcg Company
Mrinal Latkar
Admin & Finance HeadGraduate in Commerce Faculty- B.Com & DCP Experience in Banking At Bank of India of 30 Years
What Our Clients Say
"I Am Investing My Hard Earned Money In Mutual Funds And Other Schemes Through Latkar Investment Services Pvt. LTD. They Had Given Me Best Services Forever. They Have Good Knowledge Of The Market And Mutual Funds. All The Best To The Entire Team."
"मी LATKAR INVESTMENT SERVICES शी सुमारे १०-१२ वर्षे संलग्न आहे. त्यांचा या क्षेत्रातील अभ्यास, प्रदीर्घ अनुभव यातून माझी भविष्यातील उद्दिष्टे पूर्ण होत आहेत. सामान्य अर्थनिरक्षर लोकांसाठी ते नेहमीच विविध उपक्रम राबवितात. त्यांना या कार्यात माझ्या शुभेच्छा."
"आम्ही २००७ पासून LATKAR INVESTMENT SERVICES यांच्याकडे गुंतवणूक करत आहोत. माझ्यासारखे कलाकार स्वच्छंदी, मनस्वी असतात त्यांना शिस्त लावण्याचं काम ते उत्कृष्टरित्या करत आहेत. सर्व कलाकारांनी त्यांचा सल्ला घ्यावा. LATKAR INVESTMENT कडे गुंतवणूक करा आणि निर्धास्त रहा."
"I Was Unaware About The Financial Strategy. But Latkar Investment Services Helped Me A Lot About My Financial Planning. Guidance Provided By Them Is Very Helpful For Me And My Family. I Request Them To Guide Us In Future Also. Great People, Great Association."
Ready to Grow
Your Wealth?
Take the first step towards financial freedom. Schedule a free consultation with our experts today.