About Us
Built On 18 Years Of Trust.
Driven By One Goal. Your Freedom.
Meet The Minds Behind
Lakshya Finserv
Laxman Bhati
Director
With 18+ years of experience in financial planning and mutual fund advisory, Laxman founded Lakshya Finserv with one clear purpose — to make every client financially educated, independent, and generationally wealthy.
A Journey Built On Trust
- 2006
Where It All Began
We took his first step into financial advisory with a simple but powerful belief — that every ordinary Indian family deserves the same quality of financial guidance that was once reserved only for the wealthy.
- 2008
Surviving the Storm
Through the global financial crisis of 2008, we stood firmly by our clients — guiding them away from panic, keeping portfolios steady, and turning one of the most fearful market periods into a long-term wealth opportunity for those who stayed the course.
- 2012
Lakshya Finserv Is Born
With a growing base of trusted clients and a clear vision taking shape, Lakshya Finserv was formally established — a name that means goal in Hindi, because every service we offer exists for one reason: your goals.
- 2016
Expanding Our Reach
We grew beyond individual clients to serve business owners, professionals, and families across Jodhpur — introducing structured goal-based planning, tax advisory, and retirement planning as dedicated services under one roof.
- 2020
Advising Through Uncertainty
When markets crashed in March 2020, our clients didn't panic because they had a plan. We guided every portfolio through the COVID-19 crisis with calm, data-driven decisions, and within a year, those who stayed invested saw some of the strongest returns of the decade.
- Today
Building Generational Wealth
Today, Lakshya Finserv is more than a financial advisory firm — it is a wealth-building institution. With hundreds of families on their journey to financial freedom, our mission remains exactly what it was on day one: educate, empower, and build wealth that lasts generations.
Ready To Start
Building Wealth?
We’re based in the heart of Jodhpur, and we’d love to meet you in person. Whether you want to walk in for a conversation or simply reach out online — our doors and our phones are always open for you. Come find us at Office No. 5, Ground Floor, Gang Tower, Opposite Arora Motors Workshop, Bombay Motor Circle, Sardarpura, Jodhpur 342001. Because some of the most important conversations in life are best had face to face.
Prefer WhatsApp? Message us directly at +91 98875 50622.
AMFI Registered mutual fund distributor ARN- 93891