Wealth Management for a New Generation of Investors
Lotus Asset Management is a boutique wealth management firm dedicated to setting a new standard for financial advice and investment management for high-performing young professionals. We are a full service advisory firm offering objective, comprehensive financial services including analysis of current portfolios, custom-tailored planning and financial modeling, and client-specific investment plans to suit the needs, goals, liabilities, and risk tolerance of each client. Our clients can range from individuals and families to foundations and endowments.
Our focus is to provide our clients with a fully dedicated, unbiased, and holistic wealth management platform that will strive to meet every need and build wealth for the next generation and beyond. Our primary goal is to meet all of yours.
Meet Your Advisor
Rohit Padmanabhan, CFA
President and Chief Investment Officer
Rohit is the founder of Lotus Asset Management and currently serves as President and Chief Investment Officer. He started Lotus AM to bring his extensive experience with high-net-worth clients to a younger audience that could apply his detailed advice over a much longer time horizon.
Blog
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.