About Loyal Financials

As a Financial Planner, Our goal is to help individuals and families achieve financial freedom and security. With our expertise in financial planning, investment strategies, and retirement planning, We provide tailored solutions that align with each client’s unique financial situation and goals. Our approach involves a deep understanding of each client’s values, priorities, and financial objectives, combined with a thorough analysis of their current financial status. Through ongoing guidance and support.

Our expertise lies in providing personalized investment solutions that cater to the unique needs of each client. With years of experience and a deep understanding of the mutual fund industry, we offer a range of investment options that help our clients build their wealth while minimizing risk.

We believe in transparency, integrity, and providing exceptional service to our clients. Let us help you achieve financial success.

We help our clients navigate the complex world of finance, so they can achieve their financial dreams with confidence and peace of mind.

Why Choose Loyal Financials

15+ years of Experience

We have experience in financial planning, specializing in customized investment and retirement strategies for individuals.

Transparent Advice

Transparency is key in financial planning, providing clients with clear advice and guidance for their financial success.

Realtime Reports

We offer up-to-date information to help clients make informed decisions about their investments.

Our Mission

To provide expert guidance and personalized solutions that help our clients achieve their financial goals.

We believe in building long-lasting relationships with our clients, based on trust, integrity, and transparency. Our approach involves a deep understanding of each client’s unique financial situation and priorities, combined with a commitment to providing exceptional service and ongoing support.

Our goal is to empower our clients to make informed financial decisions and achieve financial security, so they can focus on what truly matters in their lives. 

  • Mutual Fund 98% 98%
  • Wealth Planning 99% 99%
  • Health Insurance 91% 91%
  • Term Insurance 94% 94%
  • General Insurance 97% 97%
  • Retirement Planing 99% 99%

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