Bank / Wealth / Trust

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Lumin Wealth Management

Lumin Wealth Management is a bank / wealth / trust based in Pune; the Altss profile covers its classification, headquarters, registration, AUM band, and key...

Lumin Wealth Management logo

Lumin Wealth Management

Lumin Wealth Management is a wealth management firm based in Pune, India, with a focus on the Asia region.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

Asia

Country

India

City

Pune

Corporate office

Pune, Maharashtra, India

Frequently asked questions

What services does Lumin Wealth Management offer?

Based on the firm's classification as a wealth manager in India, its service set likely includes portfolio advisory, mutual-fund distribution, PMS allocation, fixed-income products, and insurance-based wealth structuring. The regulatory framework for such firms is established by the Securities and Exchange Board of India (SEBI), which governs advisory and distribution licenses. Without a public disclosure document, the exact scope remains unconfirmed.

Who runs Lumin Wealth Management?

Lumin has not publicly disclosed its founder, managing partners, or investment-committee structure as of the latest available records. Many Indian wealth practices of this profile are founder- or family-led and operate through word-of-mouth networks rather than institutional branding. The absence of a named principal in public databases is consistent with a closely held local practice.

Is Lumin Wealth Management a SEBI-registered investment adviser?

SEBI maintains a public register of Registered Investment Advisers (RIAs); Lumin does not appear to hold an active RIA license under a publicly identifiable corporate name in the most recent registry extracts. This suggests the firm may operate as a distributor or a non-discretionary advisory practice under a different legal entity. Allocators should verify registration status directly with the firm before engagement.

Does Lumin Wealth Management run proprietary funds or only distribute third-party products?

There is no public record of Lumin manufacturing or managing proprietary pooled investment vehicles. Its profile points to a distribution and advisory model — sourcing mutual funds, PMS strategies, and fixed-income products from third-party asset managers — which aligns with the majority of India's wealth-management boutiques.

What is Lumin's geographic focus?

Lumin is headquartered in Pune, Maharashtra, which places it in one of India's most dynamic personal-wealth corridors. Pune's economy draws strength from IT services, automotive manufacturing, and a growing professional class. While the firm may serve clients nationally, its physical presence is anchored in western India.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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