Home
About Contact Book Consultation
Lucknow's Trusted Financial Partner

Create Your Financial Future With Us

Mutual funds, insurance and goal-based planning for families in Lucknow. AMFI-registered, commission-transparent, and always a phone call away.

50+
Happy Clients
17+
Financial Services
₹5 Cr+
Assets Under Management
◆ Mutual Funds
◆ SIP Planning
◆ Child Education Planning
◆ Retirement Planning
◆ Fixed Deposits
◆ Insurance
◆ NPS
◆ Tax Saving (ELSS)
◆ Mutual Funds
◆ SIP Planning
◆ Child Education Planning
◆ Retirement Planning
◆ Fixed Deposits
◆ Insurance
◆ NPS
◆ Tax Saving (ELSS)
What We Offer

Services Built For Your Goals

🛡️
Life & Health Insurance

Protect your family before you grow your money. Term cover, health cover and the right sum assured for your income and dependants.

→
💼
Mutual Funds

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

→
🏦
Fixed Deposits

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

→
📊
Demat Services

Open and manage your Demat account seamlessly, so your mutual funds, bonds and securities sit in one place.

→
🎯
Retirement Planning

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

→
🏠
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 ↓
Plan Before You Invest

See What Your Money Can Become

Move the sliders. No sign-up, nothing stored. When a number looks right, send it to us on WhatsApp and we'll help you start.

₹
years
%
Equity funds have historically delivered around 10–14% over long periods. Returns are not guaranteed.
%
Increase your SIP every year as your salary grows.
Estimated value after 15 years
₹0
You invest ₹0
Estimated growth ₹0
Start this SIP on WhatsApp

These calculators are illustrations, not promises. They assume a steady rate of return, which real markets never deliver. Actual results will differ and mutual fund investments carry market risk. Nothing here is investment advice or a recommendation of any scheme — read all scheme related documents carefully before investing.

Trusted by Families Across Lucknow

We're not a faceless corporation. We're a Lucknow firm that understands how salaried families here actually save — and we've grown to over ₹5 crore under management entirely through client referrals.

01
Personalised Guidance No copy-paste plans. Every portfolio is built around your income, your goals and how much risk you can actually sleep through.
02
Transparent Process You always know where your money is, how it's performing, and exactly what we earn as commission on it.
03
Long Term Relationship We grow with you — from your first SIP to building a multi-crore portfolio over decades.

"I kept putting off investing because it felt complicated. AD Investments sat with me, explained every fund in plain Hindi, and set up my first SIP the same week. I have never felt talked down to."

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.

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

Request a Callback

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.

SEBI  |  AMFI  |  SID/SAI/KIM