About Lucro
Guided by Trust.
Driven by Results.
For over a decade, Lucro Investments & Securities has helped individuals, families, and businesses make informed financial decisions with confidence — building wealth that lasts, not just returns that glitter.
Established in Pune · Trusted Across India
Our Journey
How Lucro Came to Be — and Where We're Going
Every great firm begins with a simple but powerful belief. Ours began with the conviction that ordinary Indians deserve the same quality of financial guidance that was once reserved only for the wealthy.
Why Lucro was founded: When our founder began his career in financial services, he saw a consistent pattern — most people were being sold investment products rather than being given investment advice. The products served the advisor's commission, not the client's goals. Lucro was founded to change that.
The name "Lucro" is rooted in the concept of meaningful gain — not just financial returns, but the freedom, confidence, and peace of mind that comes from having your finances in order. We set out to build a firm where every recommendation is driven purely by the client's interest.
Over the years, we have grown from a small advisory practice in Pune to a trusted wealth management partner for over 800 clients across Maharashtra and beyond — professionals, business owners, retirees, and first-time investors alike.
Today, Lucro holds registrations as an Authorised Person with NSE and BSE, a registered Mutual Fund Distributor (AMFI ARN), and a registered member of MCX — enabling us to serve clients across equities, mutual funds, and commodities under one roof.
Our Mission
Helping clients achieve financial freedom through disciplined, goal-aligned investing.
We measure our success not by AUM but by how many of our clients are confidently on track toward their financial goals.
Our Vision
To become India's most trusted wealth advisory partner for the everyday investor.
A future where professional, unbiased financial advice is accessible to every Indian household — not just the elite.
Our Philosophy
Client-first, always. No exceptions.
Every recommendation we make, every product we suggest, every plan we build — it starts and ends with one question: Is this truly in the best interest of the client?
Our Milestones
A decade of growth, trust, and purposeful progress.
2013
Founded
Lucro Investments & Securities was established in Pune with a single mission — transparent, client-first financial advisory.
2016
First 100 Clients
Reached our first major milestone of 100 active clients — built entirely on referrals and personal trust, zero paid advertising.
2019
Services Expanded
Added portfolio management, retirement planning, and MCX commodity advisory. Obtained all SEBI-related registrations.
Today
800+ Clients
Serving 800+ clients across India with ₹100Cr+ in AUM managed, a 98% satisfaction rate, and a growing family of trust.
What We Offer
Explore Our Services & Products
Premium investment products and advisory services — handpicked, research-backed, and built for serious wealth creation.
Fixed Income
Bonds
Invest in government and corporate bonds for predictable, steady income with capital safety. Ideal for conservative investors seeking reliable returns.
Stable Returns
Corporate FDs
Earn higher interest than traditional bank FDs through carefully selected, high-rated corporate fixed deposits with assured periodic payouts.
Portfolio Management Service
PMS
A professionally managed, customised equity portfolio for HNIs — built around your goals, actively monitored and adjusted for maximum performance.
Alternative Investment Fund
AIF
Access institutional-grade alternative investments — hedge funds, real estate, private credit and more — previously available only to large institutions.
High Growth
Private Equities
Invest early in high-potential private companies before they go public. Unlock superior long-term returns through carefully curated private equity opportunities.
Leadership
Words From Our Founders
The people behind Lucro — their philosophy, their commitment, and the values that guide every decision we make for our clients.
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Co-Founder's Message
Building Wealth With Purpose and Care
"At Lucro, we don't just manage money — we help families build a future they are proud of, one decision at a time."
When we founded Lucro, my vision was simple: every family deserves a financial partner who listens before they advise. I have always believed that wealth is not just a number — it is the security of knowing your children's future is protected, your retirement is planned, and your aspirations have a real path forward.
In my years working with clients, I have seen how the right financial guidance can transform lives — and how the wrong advice can set families back by years. That is why transparency and trust are not just values at Lucro — they are non-negotiable principles.
Every client who walks through our doors carries a unique story. My commitment is to honour that story with advice that is honest, personalised, and built entirely around their goals.
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Co-Founder's Message
Strategy, Discipline and Long-Term Vision
"True wealth is built through discipline, not luck. Our role at Lucro is to ensure every client has the strategy and the patience to get there."
I started my career in the financial markets with a firm belief: sound investing is not complicated, but it does require discipline and a clear strategy. What I found, however, was that most investors were either chasing returns or paralysed by uncertainty — and very few had a structured plan.
Lucro was built to solve that problem. We bring structure to financial decisions, clarity to complex markets, and — most importantly — a trusted advisor relationship that keeps clients on track even when markets are volatile.
My promise to every Lucro client is this: we will never recommend something we wouldn't recommend to our own family. That standard has guided every decision we have made since day one.
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Co-Founder's Message
Innovation, Growth and a Client-First Mindset
"The best investment you can make is in understanding your own goals clearly — everything else follows from that."
Growing up watching my family navigate financial decisions — some wise, some costly — gave me an early appreciation for the difference a knowledgeable, trustworthy advisor can make. That personal understanding shaped everything I brought to Lucro.
My focus within Lucro has always been on innovation and client experience — ensuring that our processes, our communication, and our advice keep pace with the evolving needs of modern investors. Whether it is a young professional starting their first SIP or a business owner planning succession, every client deserves the same quality of attention and thought.
At Lucro, we grow when our clients grow. That alignment of interest is what keeps us honest, hungry, and committed to doing our best work every single day.
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Looking Ahead
A Global Perspective Joins Our Leadership
"Wealth management today is a global conversation. My goal is to bring that wider perspective home to every client we serve at Lucro."
Nearly a decade since its founding, Lucro Investments and Securities Pvt. Ltd continues to grow — not just in the breadth of its services, but in the depth of the trust we have built and the experience guiding it forward.
In line with our commitment to long-term growth and excellence, Lucro Investments proudly onboarded Mr. Dhiren Shah as Director in June 2025. Having worked in Finance & Business management across India, Canada, and the United States, he brings with him a rich global perspective and extensive wealth management experience.
His addition further strengthens our leadership as we continue to build on the trust our clients place in us, today and for the years ahead.
What We Stand For
Our Core Values
These four principles are not aspirational posters on a wall. They are the everyday decisions that shape how we serve every single client.
Integrity
No compromise. Ever.
We never recommend a product because it pays a better commission. Every piece of advice we give is something we would stand behind if you were our own family member. Our ethical standards are non-negotiable, in bull markets and in bear markets.
Transparency
No jargon. No surprises.
You will always know what you are invested in, why, how it is performing, and exactly what you are paying. We explain every decision in plain language, document it clearly, and never hide behind market complexity. Clarity is a right, not a privilege.
Client First
Your goals. Our priority.
Every strategy we build starts with one question: what does this specific client need? Not what is trending, not what is easiest to explain — what genuinely serves this person's unique financial goals and life situation. The client is never a transaction for us.
Long-Term Thinking
Wealth is built in decades.
We resist short-term noise, market panic, and speculative trends. True wealth is built through compounding discipline, not hot tips. We help our clients stay the course through volatility, think in decades, and build portfolios designed to endure market cycles.
"Values are not what you say. They are what you do when no one is watching."
Compliance & Trust
Registered, Regulated, and Accountable
Every registration Lucro holds is not just a licence — it is a commitment to operate with discipline, transparency, and full accountability to our clients and regulators.
National Stock Exchange
NSE AP0297104833
Authorised Person
Registered as an Authorised Person with NSE, enabling us to legally facilitate equity trading and advisory for our clients on India's largest stock exchange.
Bombay Stock Exchange
BSE AP0104460169954
Authorised Person
Authorised Person registration with BSE — Asia's oldest stock exchange — allowing Lucro to offer equity advisory and execution services across BSE-listed securities.
Association of Mutual Funds in India
ARN Holder 134098
AMFI Registration Number
Holds a valid AMFI Registration Number (ARN), authorising Lucro to legally distribute mutual funds and provide SIP advisory under the regulatory framework of SEBI and AMFI.
Multi Commodity Exchange
MCX
Registered Member
Registered with India's leading commodity exchange — MCX — enabling Lucro to provide advisory and facilitate commodity-based investments as part of a diversified portfolio strategy.
Your Investments Are Protected by Regulation
All investment activities conducted through Lucro Investments & Securities are carried out in full compliance with SEBI regulations, AMFI guidelines, and exchange-specific rules. Clients' funds are never pooled or held by Lucro — all transactions are executed directly through your linked broker/fund house accounts. We are audited, compliant, and accountable.