Independent practice · Mumbai · Est. 2016

Invest with clarity.
Not with noise.

We work with individuals, families and owner-run businesses on portfolio review, financial education and market research — grounded in technical analysis, tested against fundamentals, and revisited every week.

Book a consultation → Read the weekly review
10years in practice
Weeklymarket review
180+research notes published
NSE · BSE

Lighthouse Financial Services is an Authorised Person of Sharekhan Ltd

Fortnightly

Lighthouse Learning notes, free to read

0 yrs

Continuous practice since 2016

Weekly

Published market review, without a break

Mandar Joglekar, Founder of Lighthouse Financial Services
Mandar Joglekar Founder

The practice

Most portfolios fail for reasons that were avoidable.

Working closely with families over two decades made one thing plain, the damage rarely comes from a bad market. It comes from an absent plan, a poorly timed entry, or a position nobody reviewed after it was taken.

Lighthouse was set up in 2016 to close that gap. Every mandate begins with the same three questions — what is this money for, when will you need it, and how much of it can you afford to see fall. The answers set the allocation. Technical analysis sets the timing. Fundamental research keeps us honest about what we are actually buying.

We work with a deliberately small book of clients so that every portfolio gets read, not just reported on.

“It is not whether you are right or wrong that matters, but how much money you make when you are right and how much you lose when you are wrong.”
George Soros — the standing brief at Lighthouse
Founded
2016, Mumbai
Focus
Equity, derivatives & mutual funds
Engaged by
Individuals, families & MSMEs
Research
Weekly market review & Lighthouse Learning
Registration
Lighthouse Financial Services is an Authorised Person of Sharekhan Ltd (NSE · BSE)

Mandates

What we are engaged to do

Six engagements, each with a defined scope and a defined review cycle. Most clients begin with one and add a second within the first year.

01 Financial Consultation A structured discussion of where you stand — existing holdings, commitments and timelines — and what the numbers imply for the years ahead. Individuals
& families → 02 Portfolio Review A periodic read of an existing portfolio — allocation, concentration, cost and overlap — set against your stated risk budget and reviewed on a fixed cycle. HNI
& families → 03 Equity & Derivatives Trade Trade execution across equity and derivatives, with entry and exit levels drawn from the same research that drives the weekly market review. Active
investors → 04 Financial Education The Lighthouse Learning series in structured form — how instruments behave, how risk compounds, and how to read a chart without being misled by it. Investors
& students → 05 Treasury Support Idle operating cash put to work without compromising liquidity. Laddered instruments matched to your actual payables calendar. MSMEs
& corporates → 06 Retirement Planning Corpus modelling that accounts for healthcare inflation, drawdown sequencing and the years your income stops before your expenses do. Pre-retirees →

Published research

Market Update & Lighthouse Learning

A market review every Friday and a teaching note every fortnight. Free to read, no sign-up wall.

In their words

Two of the people we work for

“Mandar has been a trusted investment advisor for the last eleven years. His knowledge of the financial markets rests on sound fundamentals and a constant appetite to keep learning. He works with his clients to plan, create and achieve financial goals — and he does it professionally.”
SG Sandeep GawankarCPA, CA, MCP · Financial operations & process improvement
“Mandar has deep knowledge of financial management and a robust understanding of everything from equity to debt to insurance. He is always a step ahead as an advisor and puts the client first — which is professionally refreshing, and helps clients understand the decisions being taken.”
NH Nikhil HasabnisFinance Leader, Commerce International · Whole-time Director

Start with a conversation, not a product pitch.

The first meeting is a review of where you stand — existing holdings, commitments, timelines. There is no cost and no obligation to proceed.

Book a consultation → Read the weekly review →

Get in touch

Tell us what the money is for.

We will come back within one working day with a time that suits you.

Office
C/O Sharekhan Ltd, No 703/3A, 1st Floor
Prem Sagar Bldg, Linking Road
Khar West, Mumbai 400 052
Open in Google Maps
Phone
+91 88283 28835 · WhatsApp
Email
info@lhfsindia.in
Web
lhfsindia.in
Hours
Monday to Friday, 9:30 – 18:00 IST

Your details stay with us. We do not share or sell client information.

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