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Lakshmi Wealth Management
Lakshmi Wealth is a financial planning and wealth management firm built to simplify money decisions and bring structure, discipline, and peace of mind to...
Overview
Lakshmi Wealth is a financial planning and wealth management firm built to simplify money decisions and bring structure, discipline, and peace of mind to clients' wealth journeys. It offers transparent financial advice, personalised investment planning, and long-term support. The firm helps clients choose mutual funds and insurance plans and provides financial planning, child education planning, insurance planning, and retirement planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
Atlanta, GA, United States
Principals
Murali Krishnan
Founder & CEO
Ramya Rajagopalan
Managing Director
Sector focus
Frequently asked questions
How does Lakshmi source proprietary deal flow?
The firm does not maintain its own deal-origination engine. It offers clients access to private real estate and credit funds through established third-party platforms such as iCapital and CAIS. It does not originate direct private equity or venture deals (per the firm's ADV).
Does Lakshmi participate in fund commitments or only direct deals?
The firm uses open-end mutual funds and ETFs for core equity and fixed income portfolios. For alternatives, it commits capital to commingled funds via third-party platforms. It does not conduct direct co-investments or fund-of-funds construction.
What investment stages does Lakshmi typically target?
Lakshmi focuses on liquid public markets across large-cap and mid-cap equities, investment-grade and high-yield bonds. In alternatives, it targets stabilized private real estate and private credit funds — not venture or growth equity.
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