Your Doorway to Wealth

We create wealth for our partners through our unique and personalized approach for each individual. Explore the best possible avenues and instruments according to your investment horizon and goal.

Services

Mutual Fund

Mutual Funds

Get a solid grip on the mix of equity and debt to generate high returns

Fixed Income

Fixed Income

Look beyond the conventional fixed deposits to generate fixed income

Retirement Planning

Retirement Planning

Strategise your savings today to have the same freedom after retirement

Health Insurance

Health Insurance

Safeguard your loved ones & yourself against the uncertainty of illness & treatment cost

Term Insurance

Term Insurance

Ensure the success of your future plan with myriad of options for a pre-set amount

General Insurance

General Insurnace

Take suitable cover to Protect what you value – your home, car, business and more

About Loyal Financials

For over a decade, we have been helping people from varied economic backgrounds to create wealth from themselves.
There is an array of financial investment options available in the market today and we help you identify the best possible mix based on your investment horizon and risk appetite. We also help you track the growth of your investment on a real time basis.

Get in Touch: +91 96516 69897

Frequently Asked Questions

Are Mutual fund safe?

Mutual funds are largely safe in the long run though you might experience fluctuations and volatility in the short term. Like any financial instruments mutual funds are prone to the market risks

How to identify a good mutual fund?

Identifying a good mutual fund depends on the investment goal of the investor. You can compare different MFs available with respect to the mix of debt and equity which suits your risk appetite.

How strong are SEBI guidelines regarding mutual funds?

SEBI has issued very stringent guidelines so that no mutual fund operator can convert all assets into cash and run away. All mutual funds need to be evaluated on a daily basis and declare its holding on a monthly basis.

Are Mutual Funds tax exempt?

There are schemes such as Equity Linked Savings Scheme or various pension schemes which are tax exempt under specific sections of the Income Tax Act.

How many types of Mutual Funds are there?

Broadly speaking there are three main types of MFs- Equity Funds or Growth funds, Debt Funds, and Hybrid funds that use a mix of both equity and debt instruments. Further, MFs can be classified as Open ended i.e. without any fixed maturity date, and Close ended i.e. with a fixed maturity date.

How can I track my fund?

It is very important to keep a real time tracking of your investment. You can access all details of your investment on our portal through your unique ID and password which is completely secured.

Why Loyal Financials

Loyal Financials has been trusted by thousands of investors over more than a decade. Testimonials from our valued clients speak volumes about the trustworthiness of Loyal Financials. This trust is the result of unfettered services provided by us coupled with outstanding degree of efficiency. Transparency is another key reason why our clients place their trust on us. We are always there to address any issue of yours 24x7x365.

How can I reach you for any help?

We are just a phone call away. You can call us on +91 9651669897. You can also reach us via email or visit us in person. We accord topmost priority to our valued clients irrespective of the way they reach us.

Partners

Head Office

14/76 K, First Floor Civil Lines, Nr. Merchant Chamber Hall, Kanpur – 208001

Branch Office

703 – B, Sukhad Apartment, Sector – 11, Vrindavan Yojna, Lucknow – 226002

Contact us

Call: +91 96516 69897
Email: info@loyalfinancials.com

Timings

Open: Mon. – Fri. (10:00 AM – 06:00 PM)
Close: Saturday and Sunday