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Our Services
Comprehensive financial solutions tailored to meet your unique investment needs and goals
Ready to Start Your Financial Journey?
Get personalized advice from our expert financial advisors
Awards & Recognition
Our commitment to excellence has been recognized by leading financial institutions and industry bodies
Top of the Table (TOT) Award 2024
Million Dollar Round Table (MDRT)
2024
Leena Kapoor has achieved the prestigious Top of the Table (TOT) award, recognizing exceptional performance and leadership in the financial services industry. This award is only granted to the top financial professionals who go above and beyond to deliver unparalleled service and results for their clients.
Court of the Table (COT) Award - 3 Times
Million Dollar Round Table (MDRT)
Multiple Years
Leena Kapoor has proudly received the Court of the Table (COT) Award three times, a remarkable achievement that underscores consistent excellence in the financial services industry. This prestigious recognition honors those who exceed the top-level production requirements, demonstrating unparalleled expertise, commitment, and client service.
MDRT Qualification - 13 Times
Million Dollar Round Table
13 Consecutive Years
Leena Kapoor is proud to have achieved MDRT (Million Dollar Round Table) qualification 13 times, a testament to years of consistent excellence in the financial services industry. This prestigious recognition honors top financial professionals who meet rigorous production standards year after year.
NISM QPFF Certification
National Institute of Securities Markets
Certified Professional
Leena Kapoor is proud to be NISM QPFF (Qualified Personal Financial Facilitator) certified, demonstrating expertise and professionalism in personal financial planning. This qualification validates deep understanding of financial products, risk management, and client-focused financial strategies.
What Our Clients Say
Don't just take our word for it. Here's what our satisfied clients have to say about our services
"LTIS Edge has been instrumental in helping me achieve my financial goals. Their expert advice on mutual funds has given me excellent returns over the past 3 years. Highly recommended for anyone looking for professional financial guidance."
Rajesh Kumar
Software Engineer
Tech Solutions Pvt Ltd
"The retirement planning service provided by LTIS Edge is exceptional. They helped me create a comprehensive plan that ensures a comfortable retirement. The team is knowledgeable, professional, and always available for queries."
Priya Sharma
Marketing Manager
Digital Marketing Co
"I was confused about various investment options until I met the LTIS Edge team. They simplified everything and created a perfect portfolio mix for my risk appetite. My investments have grown significantly under their guidance."
Amit Patel
Business Owner
Patel Enterprises
"The children's education planning service is outstanding. LTIS Edge helped me secure my daughter's future education with smart SIP investments. Their goal-based approach is exactly what I needed."
Sneha Reddy
Doctor
City Hospital
"Excellent service and professional approach. The insurance planning they provided covers all my family's needs perfectly. The team is trustworthy and provides honest advice without any pressure to buy unnecessary products."
Vikram Singh
Government Employee
State Government
"LTIS Edge made investing simple for me. As a teacher with limited financial knowledge, they explained everything clearly and helped me start my investment journey with confidence. Great returns so far!"
Meera Joshi
Teacher
St. Mary's School
About LTIS Edge
Your trusted partner in wealth creation and financial planning with years of expertise and commitment to excellence
Building Wealth, Securing Futures
I'm Leena Kapoor, a devoted Wealth Architect driven by a passion for guiding individuals and families toward their financial aspirations. With a track record of excellence, I'm honored to have qualified 13 times for MDRT, 3 times for COT, and twice for TOT — prestigious milestones that reflect my dedication to this profession.
I believe in more than just offering financial products; I specialize in crafting customized financial strategies tailored to your unique goals—whether it's planning for retirement, your child's education, or long-term wealth creation.
At the heart of my practice is a commitment to trust, transparency, and genuine care. Your financial well-being is my top priority, and I take pride in being a dependable partner in securing your future.
“Your trust is my responsibility—I'm here to deliver nothing but the best.”
Meet Our Leadership Team
Mrs Leena Kapoor
Director
Leena has over 22 years of experience in financial advisory, specializing in Financial Goal designing and wealth management.
Mr. Loveleen Khosla
Director
Loveleen is a seasoned financial expert with a strong background in investment banking and portfolio management.
Mr. Sachin Kapoor
Director
Sachin is a dynamic leader with over 22 years of experience in financial services.
Our Core Values
Trust & Integrity
We maintain the highest standards of integrity and transparency in all our dealings
Client First
Our clients' financial success is our primary focus and driving force
Excellence
We strive for excellence in every aspect of our service delivery
Innovation
We continuously innovate to provide cutting-edge financial solutions
Why Choose LTIS Edge?
Proven Track Record
8+ years of consistent performance and client satisfaction
Personalized Service
Tailored solutions based on individual financial goals
Regulatory Compliance
SEBI registered and fully compliant with all regulations
24/7 Support
Round-the-clock customer support for all your queries
Award Winning
Multiple industry awards for excellence in service
Technology Driven
Latest technology for portfolio tracking and reporting
Get In Touch
Ready to start your financial journey? Contact us today for a free consultation
Phone
+91 9565 753000
ltisedges@gmail.com
Office
Gomti Nagar, Lucknow
Hours
Mon-Sat 9AM-7PM