Lumina WealthLUMINA WEALTH

About us

A family wealth office for Pune

We exist so that the families of Pune never have to choose between understanding their money and growing it.

Our story

Lumina Wealth began with a simple observation: most people in Pune don’t lack investment options — they lack someone who will sit with them, explain those options in plain language, and stay accountable for the advice. Banks sell products. Apps sell speed. Nobody was selling patience.

So we built the firm we wished existed: a Pune-based advisory practice that works with salaried professionals, business owners and high-net-worth families across mutual funds, equities, portfolio and alternative-investment advisory, deposits, loans against securities, and insurance — under one roof, with one accountable advisor.

Today we guide over five hundred families. Many started with a single SIP. Most have stayed for the conversations.

A Lumina Wealth advisor meeting a client family in Pune

Our philosophy

Slow, deliberate, generational

Long-term planning

We plan in decades, not quarters. Every recommendation maps to a life goal — a home, an education, a retirement — never to a market mood.

Risk management

Protecting wealth comes before growing it. We size positions to your sleep, insure before we invest, and stress-test plans against bad years.

Tax efficiency

Returns you keep matter more than returns you make. Structures, holding periods and instruments are chosen with the tax outcome in view.

Message from the founder

Building wealth, one family at a time

Sachin Mathure
“After spending over 20 years inside India’s leading banks and asset management firms—from HDFC Bank and ICICI to Motilal Oswal and Kotak—I realized that most investors don’t lack products; they lack a personalized, transparent roadmap.
I founded LuminaWealth to bridge that gap. My goal is simple: to bring high-level institutional market expertise, rigorous risk management, and a track record of sustainable growth directly to you and your family. Whether you are building your retirement nest egg or structuring wealth for the next generation, we are here to ensure your money works as hard as you do.”

— Sachin Mathure
Founder, LuminaWealth

Regulatory information

  • AMFI Registration Number: ARN-361525
  • Date of Initial Registration: 25th May 2026
  • Current Validity of ARN: 6th January 2028
  • Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

Every plan starts with a conversation over chai.