Our Story

At Legacy House Advisory, we believe that wealth isn’t just about accumulation-it’s about making informed, strategic decisions that ensure sustainable growth. Founded by Abeer Lall, a finance professional with an MBA in Finance from IIM Bangalore, our firm was created to bring deep financial expertise into the fund distribution, investment advisory space and management consulting space.

With four years of experience at Société Générale, one of Europe’s largest banks, and a strong background in financial modelling, investment research, and valuation, we identified a fundamental issue in India’s investment landscape—a lack of true financial expertise in fund distribution.

Most fund distributors in India act as sales representatives rather than true financial advisors. Many lack the knowledge to analyze funds beyond surface-level metrics, failing to assess key indicators such as Sharpe Ratio, Alpha, Beta, Sortino Ratio, and other critical performance drivers. This gap leads to investors making suboptimal choices based on marketing narratives rather than sound financial analysis.

At Legacy House Advisory, we challenge this status quo. Our approach is rooted in data-driven insights, in-depth research, and a commitment to transparency. We don’t just distribute funds—we analyze, evaluate, and recommend investment solutions that align with our clients’ financial goals and risk profiles.

We envision a future where investors have access to high-quality financial advice, enabling them to make smarter, more informed decisions. Whether you’re an individual investor, a high-net-worth family, or a corporate entity, our goal is to empower you with the knowledge and strategies needed to grow and protect your wealth.

Management Consulting: Driving Business Growth

Beyond investment advisory, we specialize in management consulting, helping businesses expand into new markets, drive revenue growth, maximize profits, and achieve product-market fit. Our expertise spans:

1. New Market Expansion: Identifying and executing entry strategies for sustainable growth.
2. Revenue Growth & Profit Maximization: Optimizing pricing, cost structures, and business models for long-term profitability.
3. Product-Market Fit: Helping businesses align their offerings with market demand for higher success rates.
4. Digital Transformation: Implementing technology-driven strategies to streamline operations and enhance efficiency.

At Legacy House Advisory, we don’t just manage investments—we build legacies.