COMPANY INFORMATION

We Care About Your Life’s Important Things

Legacy Mutual Fund Services LLP is a professionally managed financial services firm offering structured and compliant solutions across mutual funds, life insurance, and health insurance. We focus on delivering disciplined financial planning through a consultative, client-first approach.

Our operations are guided by integrity, transparency, and regulatory best practices. We emphasize understanding client requirements, risk profiles, and long-term objectives to provide tailored recommendations with consistent and timely service.

We are committed to helping individuals and families build a secure financial future through trusted protection and smart financial solutions. Our approach goes beyond selling products — we focus on understanding client needs and providing the right solutions for every stage of life.

By combining Health Insurance, Life Insurance, and Mutual Funds, we offer a comprehensive financial ecosystem that protects against uncertainties, secures loved ones, and creates long-term wealth. Our goal is to simplify financial planning, making it clear, transparent, and aligned with each client’s personal goals.

With a strong emphasis on protection, stability, and growth, we strive to guide our clients toward financially confident decisions that ensure peace of mind today and a better tomorrow.

Our Goals

To help you build a safe, secure, and financially confident future for yourself and your loved ones.

To Protect What Matters Most

To Simplify Financial Planning

To Build Long-Term Wealth Confidently

To Ensure Peace of Mind at Every Life Stage

To Support You in Making Smarter Financial Decisions

Our Services

Mutual Fund

Mutual Funds help individuals grow their wealth through professionally ...

Life Insurance

Life insurance is a long-term financial protection tool that ensures ...

Health Insurance

Health insurance is not just a policy—it is a financial shield ...

Why Choose Us?

Client Centric Approach

All our offering are designed keeping you in mind. Your long term intrest serve as the primary influencing factor in our recommendation process.

Rich Product Basket

We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focuse on Customer Satisfaction

We come equipped with the right attitude, people, precesses and technology to ensure higher levels of satisfaction and service quality.

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your welth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills

We have over 4 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategied & solutions to achive your goals.

Driven by Passion

Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieve their Financial goals and dreams in life with our support.



540+ Policies Completed

630+ Trusted Customers

125+ Orders in
Queue

100% Client Satisfaction

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