Lucknow's Trusted Financial Partner

Create Your Financial Future With Us

Expert guidance in stock advisory and mutual funds — helping families in Lucknow build lasting wealth through disciplined, personalised investing.

50+
Happy Clients
17+
Financial Services
2+
Years of Service
Stock Advisory
Mutual Funds
Wealth Planning
Portfolio Management
SIP Advisory
Market Research
Stock Advisory
Mutual Funds
Wealth Planning
Portfolio Management
SIP Advisory
Market Research
What We Offer

Services Built For Your Goals

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Stock Advisory

Research-backed stock recommendations tailored to your risk appetite. We analyse fundamentals, technicals, and market trends so you don't have to.

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Mutual Funds

SIP or lump sum — we help you pick the right funds across equity, debt, and hybrid categories to match your financial timeline.

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Fixed Deposits

Safe and guaranteed returns with corporate and bank fixed deposits tailored to your investment horizon.

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Demat Services

Open and manage your Demat account seamlessly. Start investing in stocks and securities with expert guidance.

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Retirement Planning

Build a secure retirement corpus with NPS, mutual funds, and systematic investment strategies designed for the long term.

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Home Loan

Get the best home loan deals from top banks and NBFCs. We compare rates and help you through the entire process.

And 11 more services including Insurance, Loans, Bonds & Banking

View All Services ↓

Trusted by Families Across Lucknow

We're not a faceless corporation. We're a local firm that understands the aspirations of Lucknow's salaried families — and we've been guiding them for over a decade.

01
Personalised Advice No generic recommendations. Every plan is built around your specific income, goals, and risk tolerance.
02
Transparent Process You always know where your money is, how it's performing, and what we're doing with it.
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Long Term Relationship We grow with you — from your first SIP to building a multi-crore portfolio over decades.

"AD Investments helped me start my first SIP 6 years ago. Today my portfolio has grown beyond what I ever imagined. They feel like family."

R
Rahul Srivastava
Government Employee, Lucknow

Book a Free Consultation

Talk to us for free. No commitments. We'll review your financial situation and show you exactly how to grow your wealth — step by step.

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Call Us +91 73790 08786
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WhatsApp Message us anytime
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Location Lucknow, Uttar Pradesh

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Risk Factors — Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

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