Legacy Financial Services

AMFI Registered Mutual Fund Distributor | Since 2015

We are a SEBI-registered Mutual Fund Distributor, offering informed investment guidance aligned with your goals and risk profile. We pride ourselves on being a different kind of company — we don't just focus on the numbers, but on the people behind them.

By understanding our clients' goals and working tirelessly to achieve them, we create long‑term relationships built on trust and respect. With our presence in Bangalore and a dedicated team, we serve clients across India and across the world, leveraging technology to deliver excellence wherever you are.

Portfolios

750+

Reach

India & Global

Headquarters

Bangalore

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Legacy Financial Services LLP

Legacy Financial Services

AMFI Registered MFD | Since 2015

Portfolios

750+

Since

2015

Presence

Bangalore

Reach

Global

SEBI Registered 750+ Happy Clients
About Our Founder

A Legacy of Trusted Service

Satish Subramanyam Varma is a dedicated financial professional with a passion for helping individuals and families achieve their financial goals. With a career spanning over 18 years in the financial services industry, he has been instrumental in guiding clients through the complexities of insurance, mutual funds, and wealth management.

As an AMFI Registered Mutual Fund Distributor Satish brings global standards of excellence to every client relationship. His approach is built on trust, transparency, and a deep understanding of each client's unique financial situation and life goals.

Over the years, he has helped thousands of clients across India and abroad make informed financial decisions — from securing their families with comprehensive insurance to building long‑term wealth through disciplined investing. His philosophy is simple: wealth is built through discipline, consistency, and patience — not by chasing short‑term gains or reacting to market noise.

Satish Subramanyam Varma – Founder, Legacy Financial Services LLP

Satish Subramanyam Varma

Founder - Legacy Financial Services LLP

Our Products

Comprehensive Financial Solutions

Legacy Financial Services LLP offers a complete suite of investment and protection products to help you achieve your financial goals.

Mutual Funds

AMFI-registered distribution with personalized portfolio advice aligned to your financial goals. Access to equity, debt, hybrid, and ELSS funds.

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Portfolio Management Services (PMS)

Bespoke portfolio solutions for HNI and institutional investors with direct ownership of securities, customised asset allocation, and dedicated relationship management.

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Alternative Investment Funds (AIFs)

Access to SEBI-registered AIFs across private equity, real estate, venture capital, and hedge funds – designed for sophisticated investors seeking diversification.

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Systematic Investment Funds (SIFs)

Goal-based investment funds that combine the power of rupee-cost averaging with professional portfolio management for long-term wealth creation.

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Life Insurance

Comprehensive life insurance solutions including term plans, whole life, endowment plans, and ULIPs to secure your family's financial future.

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Health Insurance

Protect yourself and your family from rising medical costs with comprehensive health insurance plans including individual, family floater, senior citizen, and critical illness coverage.

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NRI Corner – Investment Solutions for Non-Resident Indians

Specialized investment, insurance, and wealth management solutions for NRIs looking to invest in India. Expert guidance on FEMA compliance, tax planning, repatriation, and FATCA regulations.

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Our Guiding Principles

Mission & Vision

At Legacy Financial Services LLP, we are driven by a clear purpose and a bold vision for the future of financial advisory.

Our Mission

To empower individuals and families to achieve their financial goals through disciplined investing, comprehensive protection, and personalized financial guidance.

We are committed to being a one‑stop solution for all financial needs — delivering clarity, transparency, and trust in every client relationship.

Trust

Discipline

People First

Our Vision

To be the most trusted financial partner for individuals and families across India and the world — recognised for our integrity, expertise, and unwavering commitment to client success.

We aspire to build a legacy of financial well-being, where every client feels empowered, informed, and confident about their financial future — no matter where they are in the world.

Global Reach

Excellence

Legacy

We don't just focus on the numbers — we focus on the people behind them.

Ready to Start Your Financial Journey?

Whether you're planning for retirement, saving for your child's education, or looking to grow your wealth — I'm here to guide you with clarity and expertise.

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AMFI Registered Mutual Fund Distributor | ARN-359688