Your Bridge to Smart Investment Opportunities

We act as a knowledgeable wall between investors and asset management companies, ensuring every investment aligns with your goals and risk appetite

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Empowering Your Investment Journey

At Legacy House Advisory, we understand that choosing the right mutual funds, PMS, AIFs, or stocks can be overwhelming. Our expert guidance and continuous monitoring keep you on track for long-term financial success

Investment Advisory-
Strategic Investment
Guidance for Every Market

Navigating the financial markets can be
overwhelming, but we simplify the process.
Our investment advisory service helps you
identify the right opportunities across listed
shares, unlisted shares, debt securities,
cryptocurrencies, and commodities.
We take a data-driven approach, considering
market trends, valuations, and economic
indicators to recommend high-potential
investments. Whether you’re a seasoned
investor or just starting, we tailor our advice
to match your financial ambitions.

Expert Fund Selection
Advisory – The Right Mutual
Funds, PMS & AlFs for You

Every investor is unique, and so should be
their investment strategy. We assess your
financial goals, risk appetite, and
investment horizon to recommend the most
suitable investment vehicles-whether it’s
Mutual Funds, Portfolio Management
Services (PMS), or Alternative Investment
Funds (AlFs).
We’ve partnered with top-performing fund
houses and asset managers to provide
access to elite investment opportunities.
Acting as an educated wall between you and
fund providers, we ensure you make
informed choices-whether it’s a liquid fund
for retirees or a high-growth AIF for
aggressive investors.

Fund Performance
Monitoring – Beyond
Investment, Continuous
Growth

Our responsibility doesn’t end once you
invest-we stay with you throughout your
journey. We track your investments
regularly, analyze fund performance, and
suggest changes when needed to optimize
returns. If a shift in market conditions calls
for a fund reallocation or new investment
opportunities, we’ll guide you accordingly.
Additionally, we liaise with AMCs and fund
managers to provide you with essential
documentation, including performance
reports, fact sheets, and fund updates-
ensuring complete transparency and control
over your portfolio.

Our Mission

At Legacy House Advisory, our mission is to stand as an educated wall between you and fund providers -shielding you from misaligned incentives and half-baked advice. We reject the industry norm of “sell-first, analyze-later,” and instead bring deep financial expertise to every recommendation. Our leadership
team’s credentials, including IM Bangalore, Trinity College Dublin, and SRCC, ensure that data-driven fund analysis and ethical practices quide our every move. We aim to build lasting wealth and foster financial freedom for our clients by rigorously vetting funds and continuously monitoring performance to stay ahead of industry benchmarks. In a landscape where many focus on commissions, we focus on
your growth-empowering you with strategies that protect and multiply your hard-earned money. This unwavering commitment to integrity and excellence is what makes us your trusted partner in
achieving true financial success.

Legacy House Advisory transformed my investment strategy. Their guidance and support have helped me build wealth effectively and confidently.
Bharat Rajani Rajgharana Sweets

Why Should You Choose Legacy House Advisory for Your Investments?

At Legacy House Advisory, we prioritize your financial goals with transparency, independent research, and exceptional post-sale service to maximize your investment success.

Unmatched Expertise & Credibility

Our leadership isn’t just talk-we bring world-class credentials to every decision. With our founder hailing from IIM Bangalore, and core team members boasting complete CFA levels, a Master’s in Finance from Trinity College Dublin, and roots at Asia’s top
commerce institution, SRCC, you’re assured of advice backed by deep industry insight and rigorous analysis.

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Client-First, Unbiased Guidance

In an industry flooded with commission-driven sales, we stand apart as an educated wall between you and the fund providers. We prioritize your financial well-being over short-term gains, meticulously analyzing fund performance and market drivers. Our
approach ensures that recommendations-whether for Mutual Funds. PMS, or AlFs-are tailored exclusively to your unique goals and risk profile.

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Comprehensive. End-to-End Investment Solutions

Our commitment to you extends beyond the initial advice. We offer a holistic service that includes thorough fund selection, continuous performance monitoring, and regular communication with fund managers and AMCs. This end-to-end support ensures your investments are always aligned with market trends and your long-term wealth-building objectives.

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Ethical Wealth Building with Zero Conflict of Interest

Unlike traditional fund distributors who push products for higher commissions, we maintain a strict zero conflict-of-interest approach. Our recommendations are driven purely by data, deep
research, and our commitment to maximizing your wealth-not by hidden incentives. We act as your financial guardian, ensuring that every investment decision is made with integrity and transparency.

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This makes us the best choice for investors who seek trust, expertise, and a long-term wealth-building partnership

Start Investing Today

Unlock your financial potential with expert guidance from Legacy House Advisory. Contact us now to begin your journey towards wealth creation.

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