Financial Services & Wealth Management | Lotus Asset Management

Holistic Advisory

Comprehensive advice tailored to your unique needs, ensuring every aspect of your financial life is optimized.

You & Your Goals

Your aspirations are our priority, and we craft personalized strategies to help you achieve them.

Constant Support

Always by your side, we offer a steady hand, ensuring you have the support you need when you need it

At Lotus Asset Management, we offer comprehensive wealth management services, including financial planning, investment strategy, and tax optimization, all within our all-inclusive approach. Unlike other firms, we want to integrate financial planning into our core offering, hoping to ensure that your investments align with a customized plan without extra fees. We aim to go beyond traditional financial management, encouraging clients to share all concerns, understanding that every aspect of life impacts your finances. By managing your entire financial picture, we hope to guide you toward achieving your goals. Above all else, we aim to give you the confidence to make the decisions that will allow you to live your best life.

Choosing Lotus Asset Management means entrusting your financial future to a team with broad expertise and a commitment to innovation. We leverage advanced analytics and personal experience to create strategies that are as detailed and dynamic as your life. Our experience in working with ultra high-net-worth families gives us a unique vantage point, and we also seek to continue learning so that we can potentially handle even the most complex financial situations, from intricate inheritance planning to sophisticated tax and investment management. With a client-first approach, we provide not only financial advice but also life coaching to help you make informed decisions that align with your long-term goals. At Lotus Asset Management, we are more than advisors; we are partners in your journey to financial empowerment and personal fulfillment.

Rohit Padmanabhan, founder of Lotus Asset Management, brings a wealth of expertise from his years at major banks, where he managed high-profile clients. With a background in consulting and analytics, Rohit excels in crafting personalized financial strategies for high-performing young professionals with complex needs. His holistic approach and dedication to client success are focused on aligning each individual’s financial and personal goals as seamlessly as possible. Rohit wants to be your trusted guide in navigating the financial landscape, providing the knowledge and support you need towards achieving your aspirations.