About Life Marathon Wealth Managers
We are your financial solution.
Life Marathon Wealth Managers is a private wealth management firm dedicated to serving high-net-worth individuals (HNIs), families, and individual investors. We believe that true financial success isn't a sprint; it's a marathon.
Our mission is to serve clients who desire advice from a trusted, professional team. We provide financial clarity and conviction, operating with full transparency to ensure our interests are always aligned with yours.
Our Approach
At Life Marathon, we understand that every client's situation is unique, and so are the solutions. We take a comprehensive and strategic approach to financial planning, ensuring no detail is overlooked. Our practice is built on strong core values and adheres to the CFA Institute's Code of Ethics and Standards of Professional Conduct—global benchmarks for investment professionals.
Our Leadership
Sachin Gupta
The firm is led by Sachin Gupta, our Chief Executive Officer. With 31 years of experience in finance, Sachin brings deep expertise in financial planning, equity markets, mutual funds, and a full spectrum of insurance products.
He holds a B.Com (H) degree from Delhi University and is a Chartered Financial Analyst (CFA) charter holder from the CFA Institute, USA—one of the most respected and gold-standard designations in the field of investment analysis.
Anju Gupta
Anju Gupta is the Director at the firm and has a decade of experience in the area of finance. She oversees all service-related issues along with her team and is noted for having good communication skills.
Our Comprehensive Services
We provide a holistic approach to managing your finances, coordinating all aspects of your financial life. Our services include:
- Financial & Wealth Management: Creating a comprehensive, fee-based plan to meet your life goals. Having 30+ years of experience, we understand your needs, analyze your risk-taking capacity, and plan your finances to meet the goals you hope to achieve.
- Investment & Equity Planning: Building a diversified portfolio tailored to your risk profile and goals, utilizing investments like equities, bonds, and property.
- Mutual Funds: Providing professional management and diversification by investing in a wide range of mutual funds, including liquid, debt, and equity funds.
- Retirement & Estate Planning: Developing long-term strategies to ensure you are prepared for a comfortable retirement and can efficiently pass your wealth to the next generation.
- Child's Education Planning: Strategically planning your finances to cover the increasing costs of education.
- Personal Insurance: Protecting your financial foundation with expert, zero-commission advice on:
- Life Insurance
- Health Insurance
- Accidental & Disability Insurance
- Motor & Property Insurance
Start Your Marathon Today
It's never too soon to start planning for your future. Get in touch with us today to schedule your free initial consultation and let us help you get started on the path to lifelong financial security.