Creating Wealth, Creating Confidence

Trusted by 500+ affluent clientele of founders, CXOs, and family offices.

ABOUT US

Welcome to Legacy Funds

In a era of constant change and volatile financial Market, Investors need an Qualified /Trained and unbiased professional to assist them in achieving their short term and long term Investment goal. At Legacy Funds our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.

Our Vision

to earn the respect of our esteemed clientiele and be known as their own money tree – invest, nurture & harvest

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Years of experience

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AMC Partners

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Awards

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Happy Clients

Our Services

At Legacy Funds, our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationship.

Mutual Fund

A Mutual Fund pools the savings of a number of investors and invests the same in a variety of different financial instruments

Fixed Deposit

A fixed deposit allows you to invest your funds for a fixed period of time and earn a return at a fixed interest rate.

Health Insurance

Insurance provides financial protection against a loss arising out of the occurrence of an uncertain event.

Life Insurance

Insurance is a highly misunderstood product and it’s often bought and sold for the wrong reasons.

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Check out the Power of SIP

Mutual Fund is subject to market risks , read scheme related documents carefully before investing.

Would you like to start investing with us?

With so many different options, investing with us is simpler and more straightforward than ever before.

Why choose us

TESTIMONIALS

What’s Clients Says

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. May you prosper along with your clients.

Sunny Kant

I highly recommend Instant Mutual Fund for their exceptional services. Their team goes above and beyond to understand my unique needs and provides tailored solutions that have significantly improved my financial well-being.

Arun Mehta

Unlike most IFAs, Legacy Funds is not sales motivated. It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial saving has already put me in a much stronger position. I have no problem in recommending him to my friends".

Shivam Sharma