At Lovak Capital, we cater to the wealth management needs of our clients – comprising both multi-family offices and ultra-high-net worth individuals.Get Started
The right blend of autonomy and involvement so you’re always in touch but never alone
Relationship-driven services so we understand your goals
Trusted by thousands of clients whose testimonials will speak to our credentials
Rich wealth management experience and competent teams of market analysts
De-risked investment approach that you can count on
We cater to the small but fast-growing Family Office segment of the wealth-management spectrum in India, with comprehensive planning and a spectrum of solutions that cater to their unique asset allocation, investment and financial management requirements.
Appreciating the complex financial needs of HNIs and corporates, we leverage our expertise and to provide them with bespoke financial plans which are crafted for a blend of wealth preservation and growth while generating consistent and reliable cash flows that meet our clients’ lifestyles.
With our finger on the market pulse, we carry forward our clients’ capital raising endeavours effectively and expeditiously. We also orchestrate structured financing, keeping our clients’ exigencies at the core.
Our growth positive reputation comes from our track record of crafting client-centric financial plans, which inspire a sense of trust and security.
Beyond financial adeptness, our firm is equipped with dedicated capabilities in tracking and investing in real estate sector assets so that we can offer our clients more robust diversity in their asset allocation and portfolios structure.
We understand that you have invested efforts and emotion into building your wealth. Securing your legacy, and ensuring its seamless transition in line with your designs, is our prowess and privilege.
Our portfolio management services extend to global investor, as we support them in their aspirations to invest within India. We also assist in investment immigration to facilitate consolidation or diversification.Know More
Our bouquet of financial offerings extends across the spectrum – from fixed income to those with more brisk-risk metrics. This gives us the armoury we require to design perfectly curated portfolios for our clients.
Man Years of experience
Private Clients & Family Offices I Private Equity I Alternate Investments I Investment Management I Entrepreneur & Angel Investor
Jyoti is a seasoned private banker and wealth management professional with over two decades of experience in advisory services. She has managed large investment portfolios for ultra-HNIs and family offices and handled global wealth for Indian investors’ onshore and offshore investment portfolios, using personalized strategies.
She is an aggressive business leader who has held positions of responsibility at top-tier multinational and national BFSIs, including BNP Paribas, Edelweiss Global Wealth, L&T Private Wealth, IL&FS and Bajaj Capital.
She holds a graduate degree in Business Economics (entrepreneurship and financial management) from the University of Delhi and IIM Calcutta alumnus by completing Executive Management Program in Leadership for Women.
Robust research forms the basis of all our investment calls. Using a blend of technology-based and traditional analytical tools, we constantly equip ourselves with data, information and analysis. To keep our clients abreast with our findings, we share processed synopses of our break-throughs.
We put immense value on engagements - with clients and between team-mates at the firm. The number of cups of coffee served at Lovak Capital is our proxy for engagement.Explore
I have trusted Lovak Capital with my portfolio since 2019 and they have more than lived up to my expectations. Since then, I have never had to think twice before recommending them to family or people in my network who are seeking private wealth management solutions.”
The team at Lovak Capital partners seamlessly with our family office investment team to deliver results that are perfectly aligned with our need for preservation and growth.”
I am writing to express my sincere appreciation for the financial advice you provided to me today. I am grateful for the time you took to review my investment portfolio and to provide me with clear and actionable advice on how to proceed. Your analysis of the market trends and your insights into the risks and opportunities have been incredibly helpful in making informed decisions.
While I regret that my investments have suffered losses due to the volatile stock market & wrong pick with no monitoring of my portfolio, I am confident that the strategies you have recommended will help me recover the losses in the coming days. I appreciate your thoroughness in assessing the situation and your expertise in identifying the best course of action.
Your advice has given me the confidence to stay focused on my investment goals and to make well-informed decisions.
Thank you again for your time and expertise. I look forward to hearing from you in the future and to continue to benefit from your guidance.