Lemon Fundz was established in the year 2005 and provides diversified financial services. The company is one of the leading financial advisors in western region of India. We provide personalized investment services as per the financial needs and risk profile of our clients.

Lemon Fundz has always believed in keeping the interest of customers at the forefront. It focuses on customer-first attitude with personalized services as well as ethical and transparent business practices. Lemon Fundz team services assets of more than Rs. 400 Crores, and our client base has increased to more than 400 within a short span of time. Under the leadership of Mrs. Viral N. Jogani, our company has received awards from CNBC-TV18 for the best financial advisor for year 2007.

At Lemon Fundz, we put our knowledge and experience into a good use to preserve, nurture and nourish your wealth for today and tomorrow. The knowledge pool of Lemon brings you global financial know-how and local market insight.

Our Mission
Helping you achieve your goals!

Our Values

  • Integrity
  • Transparency
  • Customer-focus
  • Sustainability
  • Long-term Thinking

Our Philosophy

  • It takes a lifetime to build a fortune, and only few minutes to ruin it.
  • Defense is the best offense.
  • Wealth creation requires doing only a few things right - so long as one avoids making mistakes.
  • There are only two times when one should not speculate - when one can afford to & when one cannot!
  • Good things, sometimes, take time.
  • Luck is a dividend of sweat.

Key Team Members

  • Mrs. Viral N. Jogani
    (Operations Head)

    Mrs. Viral Jogani is the founding member of Lemon Fundz. Under the leadership of Mrs. Jogani, Lemon Fundz has flourished and scaled up its business exponentially. Mrs. Jogani has an in-depth knowledge of Mutual Funds, Insurance, Bonds and overall wealth management, and Lemon Fundz received the prestigious CNBC 'Best Financial Advisor' award for 2007 under the her able leadership.

  • Mr. Sanjaykumar J. Shah

    Mr. Sanjaykumar J. Shah, our Partner, has more than 20 years of experience in financial services & Capital markets.