Kushal Financial Services is an independent financial advisory and distribution firm offering curated wealth solutions across Mutual Funds, PMS, AIF, Insurance, Structured Strategies and Loan Against Securities.
AMFI Registered
Mutual Funds
PMS
AIF
SIF
Insurance
Loans Against MF
Kushal Financial Services is a relationship-driven wealth advisory firm committed to helping individuals and families build sustainable long-term wealth.
Led by Aditya Lodha, the firm blends traditional advisory ethics with modern capital market strategies.
Comprehensive financial solutions tailored to your unique goals and risk profile.
Built on principles that prioritize your financial well-being above all else.
Complete visibility into fees, processes, and recommendations.
Every recommendation matched to your risk profile and goals.
Strategies designed for sustainable, compounding wealth growth.
Product choices free from institutional bias or sales targets.
Open a trading account with our trusted broking partners for seamless execution.
Yes, Kushal Financial Services is a registered AMFI (Association of Mutual Funds in India) distributor. We are authorized to distribute mutual fund products across all major Asset Management Companies (AMCs) in India.
We do not offer direct stock broking services. For trading and execution, we recommend trusted broking partners like Choice Broking, Jainam Broking, and Mehta Equities. Our advisory remains independent of execution platforms.
Portfolio Management Services (PMS) typically require a minimum investment of ₹50 lakhs, while Alternative Investment Funds (AIF) require a minimum of ₹1 crore. These are suitable for High Net Worth Individuals (HNIs) seeking institutional-grade investment strategies with professional portfolio management.
Yes, we facilitate Loan Against Mutual Funds and Shares, allowing you to access liquidity without redeeming your investments. This is ideal for business owners and investors who need short-term capital while keeping their investment portfolio intact.
Schedule a consultation with our advisory team to discuss your financial goals.
Founder & Lead Advisor
