Wealth Management for a New Generation of Investors
Lotus Asset Management is a boutique wealth management firm dedicated to setting a new standard for financial advice and investment management for high-performing young professionals. We are a full service advisory firm offering objective, comprehensive financial services including analysis of current portfolios, custom-tailored planning and financial modeling, and client-specific investment plans to suit the needs, goals, liabilities, and risk tolerance of each client. Our clients can range from individuals and families to foundations and endowments.
Our focus is to provide our clients with a fully dedicated, unbiased, and holistic wealth management platform that will strive to meet every need and build wealth for the next generation and beyond. Our primary goal is to meet all of yours.
Meet Your Advisor
Rohit Padmanabhan, CFA
President and Chief Investment Officer
Rohit is the founder of Lotus Asset Management and currently serves as President and Chief Investment Officer. He started Lotus AM to bring his extensive experience with high-net-worth clients to a younger audience that could apply his detailed advice over a much longer time horizon.
Blog
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.