✦ Bringing Light to your Financial Horizon

Lumen Folio

Lumen Folio helps families across India and NRIs in the Gulf build long-term wealth through disciplined, goal-based mutual fund investing. As an AMFI-registered

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Goal planning

Goals we help you plan for

RetirementEducationVacationEmergency fundMarriageHome

Calculators

SIP and lumpsum planning tools

See how disciplined investing compounds over time. Adjust the amount and horizon to project your future savings.

✓ Start small — SIPs from ₹500/month
✓ Goal-based, disciplined investing
✓ Track every investment in one app

Start investing

Returns shown are illustrative, assume 12% p.a., and are not guaranteed.

Monthly investment

₹

Investment period

yrs

Potential value after 7 years₹6,59,895

Invested amount: ₹4,20,000

✦ Financial Reality Check

Think your money's on track? The answers might surprise you.

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Services

What we do

Practical, hands-on guidance across every stage of your financial journey.

Investment Review

A clear-eyed review of your holdings, allocation, and risk.

Fund Selection

Curated funds matched to your goals and time horizon.

SIP Solutions

Disciplined, automated investing plans that compound over time.

Portfolio Reporting

Transparent, regular reporting on performance and progress.

Products

Investment products we offer

A curated set of investment options to match your goals and risk comfort.

Mutual Funds

SIP or lumpsum investment based on your goals.

Fixed Deposits

Bank & Private FDs for stability.

Bonds & Debentures

Fixed income securities for conservative growth

Stocks

Gold Bonds| Pre-IPO| F&O

PMS/AIFs

For HNIs with higher risk appetite

Insurance - Term & Health

To secure your family’s future & protect your savings

About the app

Backed by the Wealthy App

Your investments are managed via the Wealthy App, a SEBI-registered, secure, and trusted investment platform used by over 1,00,000+ investors.

₹6000 Cr in investments

20+ offices

4.8/5 client experience

SEBI Registration Certificate

Real-time portfolio tracking AI Powered

Add & manage family portfolios

Track external portfolios

Get in touch

Start a conversation

Share your details and Lumen Folio will reach out to help you plan your next step.