Expert-guided financial solutions — Mutual Funds, SIF, PMS, AIF, Insurance, and NRI services — tailored to your goals.
10+
Years of Trust
At Legacy Financial Services LLP, we believe wealth creation is not about timing the market — it's about time in the market, guided by the right advice. Since 2015, we've been helping individuals and families achieve their financial goals through expert guidance in Mutual Funds, PMS, AIF, SIF, Insurance, and NRI services.
We are a SEBI-registered Mutual Fund Distributor, ensuring advice that's both qualified and compliant.
Managing over 750 portfolios across India and the world, backed by a dedicated team and technology.
Clarity Today. Abundance Tomorrow. Legacy Forever.
At Legacy Financial Services LLP, we follow the CALM Framework to help you build financial stability, create wealth, and leave a lasting legacy.
We help you gain clarity about your financial goals, current situation, and future needs.
We allocate your investments strategically across the right asset classes to balance risk and reward.
We focus on long-term growth with discipline, patience, and the power of compounding.
We continuously monitor your portfolio and make timely adjustments to keep you on track.
CALM is not just a framework. It’s our commitment to your financial peace of mind and prosperity.
Plan with Clarity. Invest with Confidence. Live your Legacy.
From mutual funds to insurance, NRI services to portfolio management — we cover every aspect of your financial life.
At Legacy Financial Services LLP, we help you turn your dreams into reality—whether it's owning your dream home, funding your child's education, or building a secure future—without the burden of debt. Through smart, personalized investment planning, we ensure you grow your wealth steadily.
Click Here to See All Our Goal Planning ToolsAccurate scheme research, transparent data, and confident investment decisions.
Track Scheme Performance across various AMCs effortlessly.
Understand how stable or volatile your investment scheme truly is.
Get a clear view of your scheme's latest trend trajectory.
See exactly how your scheme performs against competitors.
Explore our advanced analytics
Tracks the total value actively built from your SIPs.
Plans retirement cash flow efficiently from your investments.
Tracks funds exhibiting sharp downward trends.
Tracks daily NAV automatically so you don't have to.
Hear from our clients — real stories, real trust. Discover why families and individuals choose Legacy Financial Services LLP for their financial journey. Our commitment to transparent advice and long-term wealth creation has helped hundreds of investors achieve true financial peace of mind. We don't just manage portfolios; we build lasting partnerships.
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Whether you're a first-time investor or looking to optimize an existing portfolio, we're here to help.
No.595, 1st Floor, Anaas House, 17th A Main Road, 6th Block, Koramangala, Bangalore - 560 095
Mon – Sat: 9:30 AM – 6:00 PM
Sunday: Closed