L

Lalit Kumar Rathi

Founder

Chennai, Tamil Nadu, India13 yrs 11 mos experience
Highly Stable

Key Highlights

  • 15+ years of experience in financial advisory
  • Founder of LKR Advisors, focusing on wealth structuring
  • Recognized in BW Business World 40 Under 40
Stackforce AI infers this person is a Financial Services expert with a focus on wealth management and advisory.

Contact

Skills

Core Skills

Financial AdvisoryPortfolio Construction

Other Skills

Wealth ManagerCFA Level IIChartered AccountantCost AccountantCertified Financial ManagerValuationCapital MarketsFinancial ServicesFinancial AnalysisRestructuringFinancial ModelingBusiness AnalysisInternal AuditTeam ManagementFinance

About

With 15+ years of hands-on experience, I lead LKR Advisors as its Managing Partner, advising individuals, business owners, and families on capital allocation, wealth structuring, and long-term financial decision-making. My work sits at the intersection of numbers, judgment, and discipline. I do not sell products. I solve financial problems. Each engagement begins with understanding cash flows, balance sheets, risk asymmetry, and life-stage priorities, followed by strategies built for durability, not narratives. Clients work with me for clarity in complexity. Whether it is portfolio construction, capital deployment, or financial restructuring, the focus remains on protecting downside, compounding sensibly, and avoiding irreversible mistakes. At LKR Advisors, the mandate is precise: structure wealth correctly, question assumptions relentlessly, and think in decades, not quarters. Consultant by Passion. Investor by Choice. CA | CWA | CS | CFM Awarded BW Business World 40 Under 40

Experience

13 yrs 11 mos
Total Experience
7 yrs 5 mos
Average Tenure
6 yrs 3 mos
Current Experience

Solique advisory and support services private limited

Senior Advisor | Transactions

Apr 2023Present · 3 yrs 1 mo · Chennai, Tamil Nadu, India

Bewise

Chief Financial Officer

Feb 2020Present · 6 yrs 3 mos

Conscience multi family office

Equity Advisor

Jan 2020Present · 6 yrs 4 mos · Chennai, Tamil Nadu, India

Lkr advisors llp

Founder & Managing Partner

Nov 2019Present · 6 yrs 6 mos · Chennai Area, India

  • Advisory on Portfolio of HNI Clients.
  • Mentoring Start-ups for Fund Raising
  • Specialized Consulting assignments like Valuation and Business plans.
Wealth ManagerFinancial AdvisoryPortfolio Construction

Mca management consultants ltd

4 roles

Managing Director

Apr 2019Oct 2019 · 6 mos

Vice President

Apr 2016Mar 2019 · 2 yrs 11 mos

Associate Vice President

Promoted

Jul 2014Mar 2016 · 1 yr 8 mos

  • Advisor to Board of companies with turnover >100 crores, few path breaking start ups, involved predominately in deal closure and negotiation.

Sr. Business Analyst

Feb 2012Jun 2014 · 2 yrs 4 mos

  • Have clinched various Valuation of Companies, Advisory services, Preparation of Business plans, opinion with regards to restructuring of companies, Corporate debt & Private equity funding, Cost Optimization projects, Lean & Total Quality Mgmt areas.

Education

Adarsh Senior Secondary School

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