faq’s

Lotus Financial Services is a one-stop financial solutions company offering financial planning, investments, loans, insurance, tax filing, NPS, real estate advisory, and wealth management services.

We offer the following services:

• Financial Planning
• Loan Services (Home, Business, Personal, Mortgage)
• Insurance (Health, Life, Motor, Term)
• Tax & GST Filing
• Mutual Funds & SIP Planning
• Equity & Share Market Advisory
• Real Estate Consultation
• NPS Registration & Assistance
• Fixed Deposits, Corporate Bonds & Investment Guidance

We offer more than 10 years of experience, personalized financial planning, transparent processes, multi-product investment options, and dedicated support throughout your financial journey.

General financial consultation is free. Fees apply only for tax filing, GST services, audits, and specialized advisory services.

You can begin in 3 simple steps:

1. Contact us or submit a request form
2. Complete your KYC
3. Select suitable investment products with our guidance

Yes. We analyze your risk appetite, investment horizon, and goals to recommend the most suitable mutual funds and SIP plans.

Yes, we offer complete tax and GST solutions including:

• Income Tax Filing
• NRI Tax Services
• GST Filing
• Capital Gain Calculation
• Tax Planning & Advisory

We help with:

• Home Loans
• Business Loans
• Personal Loans
• Mortgage & Loan Against Property
• Loan Transfer / Top-Up

We compare multiple banks to get the best rates.

Yes, we offer:

• Health Insurance
• Life Insurance
• Motor Insurance
• Term Plans
• General Insurance

We also provide support with renewals and claims.

Yes, we assist with:

• NPS Account Opening
• Pension Fund Selection
• Tier 1 & Tier 2 Support
• Contribution Management

Yes. All client data is fully protected and never shared with third parties without permission. We follow strict data security guidelines.

You can reach us at:

📞 Phone: +91 72106 26364
📧 Email: support@lotusfs.com
📍 Locations: Noida & Faridabad Offices

Yes. We help with property identification, project comparison, documentation, and end-to-end real estate investment assistance.

Typically required documents:

• PAN & Aadhaar
• Salary slips or ITR for self-employed
• Bank statements
• Property documents (for home/mortgage loans)

Yes, we assist NRIs with investments, NRI tax filing, insurance, NPS, fixed deposits, mutual funds, and asset management services.