AD Investments is a fully dedicated Financial Distribution Company based in Lucknow, helping families preserve and grow their wealth through disciplined, goal-based financial planning.
We started AD Investments with a simple belief — that Lucknow's salaried families and small business owners deserve the same quality of financial guidance available in bigger cities, delivered by people who actually know their names and their goals.
Today we support clients across investments, insurance, loans and banking, acting as a single point of contact instead of sending them from one product specialist to another. Every recommendation is weighed against one question: is this genuinely right for this client's situation?
We're not a faceless corporation. We're a local firm that understands the aspirations of Lucknow's salaried families — and we've been guiding them for over a decade combined experience.
"AD Investments helped me start my first SIP 6 years ago. Today my portfolio has grown beyond what I ever imagined. They feel like family."
Mutual funds, FDs, Demat, bonds, SGB, capital gain bonds and NPS.
Life, health and motor insurance matched to your family's needs.
Home, auto, personal loans and loans against MF/LIC.
Retirement planning and research-backed stock advisory.
HDFC Bank savings account and credit card assistance.
Book a free, no-commitment consultation to review your finances.
Talk to us for free. No commitments. We'll review your financial situation and show you exactly how to move forward — step by step.
Risk 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