We are a Lucknow-based financial distribution and advisory firm committed to helping families and individuals achieve their financial goals through honest, personalised, and expert guidance.
AD Investments is a SEBI/AMFI registered financial distribution firm based in Lucknow, Uttar Pradesh. We work with salaried individuals, business owners, and families to help them navigate the complex world of financial products — from mutual funds and insurance to loans and bonds.
We believe that every person, regardless of income level, deserves access to quality financial advice. Our approach is simple — understand your goals, build a plan, and walk with you every step of the way.
With over 17 financial services under one roof and a growing client base of 50+ satisfied investors, AD Investments is becoming Lucknow's most trusted financial partner.
To be Lucknow's most trusted financial distribution firm — empowering every family to achieve financial independence through disciplined investing, comprehensive protection, and goal-based planning.
We aim to grow from serving individuals to building a platform that reaches every corner of Uttar Pradesh, making quality financial advice accessible to all.
To provide honest, research-backed, and personalised financial guidance to every client — whether they're investing their first ₹500 SIP or building a multi-crore retirement corpus.
We do this by staying updated with markets, leveraging technology, and always putting our client's interest before our own.
Every recommendation we make is in your best interest. We disclose commissions, explain risks, and never push products that don't suit your goals.
We don't just sell products — we map every investment to a real goal. Child's education, home, retirement — every rupee has a purpose.
Markets don't wait — and neither do we. Our clients reach us on WhatsApp, phone, or in person whenever they need guidance.
Every recommendation is backed by data, market research, and fundamental analysis — not commissions or shortcuts.
Wealth is built over years, not days. We help clients stay disciplined during market volatility and focused on their long-term goals.
Financial markets evolve. We constantly upgrade our knowledge, tools, and approach — including AI-powered research — to serve you better.
AD Investments was founded with a single mission — to bring honest and personalised financial guidance to families in Lucknow who deserved better than generic advice from large institutions.
Through word of mouth, referrals, and consistent results, we grew our client base steadily. Every client became a testimony to our commitment to transparency and long-term thinking.
We expanded from mutual fund distribution to a full financial supermarket — adding insurance, loans, bonds, NPS, demat services, and more. One firm. Every financial need covered.
We are now embracing technology and AI-powered tools to serve clients faster, smarter, and better. Our goal — to become the most technologically advanced financial advisory firm in Lucknow.
With 2+ years in financial distribution, our founder has guided 50+ families across Lucknow in building wealth through mutual funds, insurance, and goal-based investing.
Leading the firm's digital transformation — building AI-powered tools, digital presence, and systems to help AD Investments scale and serve clients better.
Book a free consultation with us. No commitments. Just honest advice.
Book Free ConsultationRisk Factors — Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
SEBI | AMFI | SID/SAI/KIM