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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
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 Altss 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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