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About

GET TO

KNOW US

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President and Chief Investment Officer

Rohit Padmanabhan, CFA

Rohit Padmanabhan is the founder and President of Lotus Asset Management, where he also serves as Chief Investment Officer. After graduating from The Lawrenceville School in 2002, Rohit earned a degree in Mathematical Economic Analysis from Rice University.


Rohit began his career in consulting, developing complex financial models for decision-making. He then transitioned to Private Wealth Management, spending seven years at Morgan Stanley and UBS, managing portfolios for Ultra-High-Net-Worth clients. During this time, he worked on a team managing over $2B across all asset classes, handling financial statement analysis, portfolio management, investment thesis generation, equity and fixed income trading, derivatives, and client reviews. In 2013, he founded Lotus Asset Management to offer his expertise to a younger, broader audience.

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Seamless Wealth Solutions

WHO WE ARE

Lotus Asset Management is a full-service wealth management firm dedicated to optimizing your financial life. We offer comprehensive services, including financial planning, investment strategy, and tax optimization, all designed to meet your unique needs. With a client-first approach, we provide personalized advice and unwavering support to help you achieve your financial goals.

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Empowering Your Success

our pledge to you

What sets Lotus Asset Management apart is our holistic, client-focused approach. We integrate personalized financial planning with innovative investment strategies, ensuring every aspect of your financial life is optimized. Our commitment to transparency means no hidden fees and all-inclusive services. By choosing us, you gain a trusted partner dedicated to your long-term success. If you’re looking for comprehensive, personalized wealth management, reach out to discover how we can help you achieve your financial goals.

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