A Legacy of Trust,
Evolving for Your Future.
● Established in March 2023, evolving from Lotus Financial Services under the esteemed Sutra – Marketing and Events LLP.
● Built on a foundation of excellence, integrity, and a deep commitment to our clients’ success.
● Empowering individuals and businesses with best-in-class financial and insurance advisory services.
protecting you is our business
Since 1914, the New York Mutual Insurance Company has been serving policyholders – protecting businesses, mitigating losses, defending claims
Defensive Financial Services
Leverage solutions designed with strategies that help build a more resilient and secure financial future.
read moreDefensive Financial Planning
Make smart financial decisions now, so you're prepared when it matters most.
Read moreLife Insurance & LTC
Shift the financial responsibility from your shoulders to a trusted life insurance provider—so your loved ones are protected, no matter
Read moreNot sure what you need? Learn in seconds which types of insurance match your business.
Hello everyone Mett here!
Since 1914, the New York Mutual Insurance Company has been serving policyholders – protecting businesses, mitigating losses, defending claims.
Max Harvey
Marketing Ex.
Leo Alexander
Marketing Ex.
Max Harvey
Marketing Ex.
Charlie Harrison
Marketing Ex.
Levi hudson
Marketing Ex.
Leo Alexander
Marketing Ex.
Levi hudson
Marketing Ex.
Charlie Harrison
Marketing Ex.
Established in March 2023, evolving from Lotus Financial Services under the esteemed Sutra – Marketing and Events LLP.
Built on a foundation of excellence, integrity, and a deep commitment to our clients' success.
Empowering individuals and businesses with best-in-class financial and insurance advisory services.
Meet Our Leaders
Introduce key management team members here with brief, impactful descriptions highlighting their expertise and vision.
Meet Our
Leaders
Get to know the visionary minds driving our mission forward.
Kaushiki Kaul
Principal Officer
Akshat Rastogi
Vice President of Marketing
Drishti Rawat
Management Trainee